The Broad Run team is a group of investment professionals who work to identify durable, high-quality businesses whose long-term growth prospects are undervalued by the market. The company was founded in 2012 and currently has clients including endowments, foundations, and family offices among others. the company is based in Washington D.C.
Broad Run's portfolio showcases a strategic focus on robust investments with notable allocation in diverse sectors. Brookfield Corporation - Ordinary Shares - Class A leads their holdings, representing 8.7% of the investment portfolio, highlighting the investor’s confidence in the company’s enduring value and growth potential in asset management.
Close behind is O'Reilly Automotive, Inc., comprising 8.6% of Broad Run's portfolio. By investing in the aftermarket automotive parts industry through this reputable retailer, the portfolio indicates resilience against economic cycles, emphasizing stable revenue streams.
Markel Group Inc claims an 8.4% stake within the portfolio, reflecting a preference for insurance and financial services industries. This specialty insurer aligns with Long-term growth prospects and diversification benefits that savvy investors like Broad Run typically seek.
Aon plc. - Ordinary Shares - Class A accounts for 8.0% of the portfolio. This professional services firm specializing in risk, retirement, and health solutions demonstrates Broad Run's penchant for companies positioned to benefit from global corporate demand for advisory services.
Finally, rounding out the top five is Carmax Inc, also at 8.0%, signifying an investment strategy that includes capitalizing on leading players within the auto retail sector known for innovation and consumer-centric business models.
Overall, Broad Run selects stocks across various industries, consolidating a strong, diversified portfolio poised for sustainability and growth, which may appeal to those looking into resilient investment strategies.