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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Broad Run Investment Management
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Broad Run Investment Management

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  • Hedge Fund · CIK 0001568621
  • Boutique

Broad Run Investment Management, a hedge fund overseeing $538.5M in disclosed equity holdings (SEC CIK 0001568621). The latest portfolio (2025Q4) discloses 24 positions across 7 sectors, with the largest positions in ASTS, BN and MKL. On a mark-to-market basis the tracked portfolio has returned 3.2% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Broad's filingsView holdings↓
Portfolio
$538.47M
Positions
24
Quarter
2025Q4
Filings tracked
8
Since filing+3.2%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$149M+$75M$0-$75M-$149M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$127M
Lifetime buys
$67M
Lifetime sells
$542M

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions1 name
  • ITOTISHARES TR
    +18,657
    $2.8M
Added to3 names
  • BNBROOKFIELD CORP
    +403,948
    $18.5M
  • CCOICOGENT COMMUNICATIONS HLDGS
    +19,670
    $424K
  • G17434BROOKFIELD WEALTH SOL LTD
    +7,860
    $361K
Trimmed14 names
  • ASTSAST SPACEMOBILE INC
    −1,985,576
    $144.2M
  • AMATAPPLIED MATLS INC
    −5,111
    $1.3M
  • KMXCARMAX INC
    −14,569
    $563K
  • AMTAMERICAN TOWER CORP NEW
    −2,401
    $422K
  • CDWCDW CORP
    −2,681
    $365K
  • DISDISNEY WALT CO
    −2,288
    $260K
  • RHRH
    −1,049
    $188K
  • GOOGALPHABET INC
    −295
    $93K
  • ORLYOREILLY AUTOMOTIVE INC
    −841
    $77K
  • SHENSHENANDOAH TELECOMMUNICATION
    −6,379
    $74K
  • MKLMARKEL CORP
    −22
    $47K
  • NVRNVR INC
    −3
    $22K
  • + 2 more…
Exited1 name
  • ECPGENCORE CAP GROUP INC
    −35,733
    $1.5M

Recent transactions

Last 20 moves
TRIM
O
Broad Run Investment Management trimmed ORLY
OREILLY AUTOMOTIVE INC
−841
~$91.21 · 2025Q4
2026-02-17
ADD
G
Broad Run Investment Management added to G17434104
BROOKFIELD WEALTH SOL LTD
+7,860
~$45.95 · 2025Q4
2026-02-17
NEW
I
Broad Run Investment Management opened a new position in ITOT
ISHARES TR
+18,657
~$148.69 · 2025Q4
2026-02-17
TRIM
N
Broad Run Investment Management trimmed NVR
NVR INC
−3
~$7292.77 · 2025Q4
2026-02-17
TRIM
S
Broad Run Investment Management trimmed SHEN
SHENANDOAH TELECOMMUNICATION
−6,379
~$11.56 · 2025Q4
2026-02-17
TRIM
G
Broad Run Investment Management trimmed G0403H108
AON PLC
−50
~$352.88 · 2025Q4
2026-02-17
TRIM
D
Broad Run Investment Management trimmed DIS
DISNEY WALT CO
−2,288
~$113.77 · 2025Q4
2026-02-17
SOLD
E
Broad Run Investment Management exited ECPG
ENCORE CAP GROUP INC
−35,733
~$41.74 · 2025Q4
2026-02-17
TRIM
K
Broad Run Investment Management trimmed KMX
CARMAX INC
−14,569
~$38.64 · 2025Q4
2026-02-17
TRIM
M
Broad Run Investment Management trimmed MKL
MARKEL CORP
−22
~$2149.65 · 2025Q4
2026-02-17
ADD
C
Broad Run Investment Management added to CCOI
COGENT COMMUNICATIONS HLDGS
+19,670
~$21.56 · 2025Q4
2026-02-17
TRIM
R
Broad Run Investment Management trimmed RH
RH
−1,049
~$179.15 · 2025Q4
2026-02-17
TRIM
G
Broad Run Investment Management trimmed GOOG
ALPHABET INC
−295
~$313.80 · 2025Q4
2026-02-17
TRIM
A
Broad Run Investment Management trimmed ASTS
AST SPACEMOBILE INC
−1,985,576
~$72.63 · 2025Q4
2026-02-17
TRIM
A
Broad Run Investment Management trimmed AMAT
APPLIED MATLS INC
−5,111
~$256.99 · 2025Q4
2026-02-17
TRIM
C
Broad Run Investment Management trimmed CDW
CDW CORP
−2,681
~$136.20 · 2025Q4
2026-02-17
TRIM
A
Broad Run Investment Management trimmed AMT
AMERICAN TOWER CORP NEW
−2,401
~$175.57 · 2025Q4
2026-02-17
TRIM
B
Broad Run Investment Management trimmed BAM
BROOKFIELD ASSET MANAGMT LTD
−254
~$52.39 · 2025Q4
2026-02-17
ADD
B
Broad Run Investment Management added to BN
BROOKFIELD CORP
+403,948
~$45.89 · 2025Q4
2026-02-17
TRIM
A
Broad Run Investment Management trimmed AMT
AMERICAN TOWER CORP NEW
−8,024
~$192.32 · 2025Q3
2025-11-14