StockDriftsStockDriftsTop 23 Broad Run Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASTS | AST SPACEMOBILE INC | 21.35% | 1.46M | $121.2M | -6.92%(-108.74K) | $7.98(+966.89%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 8.93% | 148.3K | $50.7M | -5.59%(-8.78K) | $136.27(+342.53%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 8.63% | 1.21M | $49.0M | -0.34%(-4.12K) | $21.51(+101.95%) | 2026-03-31 | |
| MKL | MARKEL CORP | 6.98% | 20.7K | $39.6M | +0.90%(+184) | $1638.83(+20.80%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 6.16% | 378.7K | $35.0M | -5.03%(-20.07K) | $27.91(+223.40%) | 2026-03-31 | |
| AON | AON PLC | 5.75% | 101.2K | $32.7M | -5.08%(-5.41K) | $206.16(+73.39%) | 2026-03-31 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 4.73% | 603.6K | $26.8M | +49.65%(+200.28K) | $41.47(+10.60%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 3.43% | 64.1K | $19.5M | +0.00%(+0) | $166.97(+102.50%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP NEW | 3.21% | 105.6K | $18.2M | -3.91%(-4.30K) | $206.22(-19.49%) | 2026-03-31 | |
| NVR | NVR INC | 3.1% | 2.7K | $17.6M | -3.95%(-110) | $3334.21(+102.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.79% | +80.66% |
| Top 20 Holdings Unweighted | +15.40% | +53.67% |
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