Broad Run Investment Management, LLC Holdings - 1Q26

As of March 31, 2026, Broad Run Investment Management, LLC reported 24 positions comprising 24 stocks worth $567.9M. The top 5 holdings represented 53.7% of the portfolio. During the quarter, the fund entered 1 new position and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.