Broad Run's top holdings (June 2025) include AST SpaceMobile Inc (ASTS), a company focused on building a space-based cellular broadband network.

Broad Run is an investment firm that manages a variety of portfolios. The firm focuses on identifying companies with long-term growth potential across various sectors. Broad Run aims to deliver value through fundamental research and strategic investments.

AST SpaceMobile Inc

AST SpaceMobile Inc is in the business of constructing a space-based cellular broadband network designed to be accessible by standard mobile phones. The company aims to provide connectivity to underserved areas globally. Currently, the market capitalization of AST SpaceMobile stands at $7.57B, with Broad Run's position currently valued at $86.66M. Analysts have set a price target of $47.9 for AST SpaceMobile, and the discounted cash flow value is $2.16 per share.

Here's an overview of Broad Run's trades in AST SpaceMobile Inc:
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Brookfield Corporation

Brookfield Corporation is a global alternative asset manager with a focus on real estate, infrastructure, renewable power and private equity. The company manages assets on behalf of institutional and retail clients. Brookfield Corporation has a market cap of $80.06B. The current value of Broad Run's position is $58.11M.

Here's an overview of Broad Run's trades in Brookfield Corporation:
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Markel Corp

Markel Corp is a financial holding company that markets and underwrites specialty insurance products. The company operates in segments including underwriting, investing, and Markel Ventures. Markel Corp has a market capitalization of $24.63B, and Broad Run's holding in the company is currently worth $47.39M. The discounted cash flow value for Markel Corp is $1.8K.

Here's an overview of Broad Run's trades in Markel Corp:
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Aon plc.

Aon plc. is a global professional services firm providing a range of risk management, insurance and reinsurance brokerage, and human resources consulting services. The company's services help clients to reduce volatility and improve performance. Aon's market cap stands at $80.35B, while the current value of Broad Run's holding is $43.56M. Analysts have set a price target of $445.0 for Aon plc., and the discounted cash flow value is $332.46 per share.

Here's an overview of Broad Run's trades in Aon plc.:
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O`Reilly Automotive, Inc.

O'Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment and accessories. The company serves both professional service providers and do-it-yourself customers. O'Reilly Automotive has a market capitalization of $77.93B, with Broad Run's position currently valued at $43.12M. The analyst price target for O'Reilly Automotive is $1.58K, and the discounted cash flow value is $1.86K per share.

Here's an overview of Broad Run's trades in O`Reilly Automotive, Inc.:
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