HoldingsChannel.com
Broad Run Investment Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
CARMAX INC 2,882,566 -509,327 $250,293
     KMX2,882,566-509,327$250,293
AMERICAN TOWER CORP NEW 1,170,728 -156,278 $239,355
     AMT1,170,728-156,278$239,355
BROOKFIELD ASSET MGMT INC 4,709,104 -121,701 $225,001
     BAM4,709,104-121,701$225,001
O REILLY AUTOMOTIVE INC NEW 588,321 -17,594 $217,279
     ORLY588,321-17,594$217,279
MARKEL CORP 187,728 -9,149 $204,548
     MKL187,728-9,149$204,548
AON PLC 1,016,887 -88,969 $196,239
     AON1,016,887-88,969$196,239
AMERICAN WOODMARK CORP 1,782,450 -24,830 $150,831
     AMWD1,782,450-24,830$150,831
SCHWAB CHARLES CORP NEW 3,531,364 +39,423 $141,926
     SCHW3,531,364+39,423$141,926
HEXCEL CORP NEW 1,733,505 -74,525 $140,206
     HXL1,733,505-74,525$140,206
NVR INC 40,133 -6,320 $135,258
     NVR40,133-6,320$135,258
ENCORE CAP GROUP INC 3,871,150 -3,938 $131,116
     ECPG3,871,150-3,938$131,116
ALPHABET INC 45,654 -190 $49,348
     GOOG45,654-190$49,348
AMETEK INC NEW 534,773 -17,771 $48,579
     AME534,773-17,771$48,579
DISNEY WALT CO 304,811 +82,802 $42,564
     DIS304,811+82,802$42,564
CAMPING WORLD HLDGS INC 2,471,506 UNCH $30,696
     CWH2,471,506UNCH$30,696
MARLIN BUSINESS SVCS CORP 1,211,417 -4,298 $30,201
     MRLN1,211,417-4,298$30,201
FACEBOOK INC 106,101 +2,463 $20,477
     FB106,101+2,463$20,477
DRIVE SHACK INC 3,140,889 -34,527 $14,731
     DS3,140,889-34,527$14,731
MISTRAS GROUP INC 971,558 UNCH $13,961
     MG971,558UNCH$13,961
SBA COMMUNICATIONS CORP 49,395 -4,250 $11,106
     SBAC49,395-4,250$11,106
AUTOZONE INC 6,522 UNCH $7,171
     AZO6,522UNCH$7,171

See Full List: All Stocks Held By Broad Run Investment Management LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Broad Run Investment Management LLC

Size ($ in 1000's)
At 06/30/2019: $2,301,798
At 03/31/2019: $2,257,753

Broad Run Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Broad Run Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Broad Run Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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