HoldingsChannel.com
Broad Run Investment Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMERICAN TOWER CORP NEW 741,706 -276,349 $161,506
     AMT741,706-276,349$161,506
BROOKFIELD ASSET MGMT INC 3,516,683 -493,729 $155,613
     BAM3,516,683-493,729$155,613
O REILLY AUTOMOTIVE INC NEW 490,708 -32,638 $147,728
     ORLY490,708-32,638$147,728
MARKEL CORP 154,931 -11,527 $143,759
     MKL154,931-11,527$143,759
CARMAX INC 2,356,166 -227,745 $126,832
     KMX2,356,166-227,745$126,832
AON PLC 766,537 -145,790 $126,509
     AON766,537-145,790$126,509
ENCORE CAP GROUP INC 3,831,861 +952 $89,589
     ECPG3,831,861+952$89,589
AMERICAN WOODMARK CORP 1,637,798 -93,626 $74,634
     AMWD1,637,798-93,626$74,634
NVR INC 26,267 -4,561 $67,483
     NVR26,267-4,561$67,483
SS&C TECHNOLOGIES HLDGS INC 1,493,244 +521,043 $65,434
     SSNC1,493,244+521,043$65,434
HEXCEL CORP NEW 1,517,972 -100,523 $56,453
     HXL1,517,972-100,523$56,453
SCHWAB CHARLES CORP NEW 1,557,673 -1,294,965 $52,369
     SCHW1,557,673-1,294,965$52,369
ALPHABET INC 35,607 -7,747 $41,404
     GOOG35,607-7,747$41,404
AMETEK INC NEW 417,386 -86,746 $30,060
     AME417,386-86,746$30,060
DISNEY WALT CO 264,011 -27,555 $25,503
     DIS264,011-27,555$25,503
RH 136,959 +136,959 $13,760
     RH136,959+136,959$13,760
MARLIN BUSINESS SVCS CORP 1,186,088 -2,421 $13,249
     MRLN1,186,088-2,421$13,249
FACEBOOK INC 75,824 -28,143 $12,647
     FB75,824-28,143$12,647
SBA COMMUNICATIONS CORP 19,813 -29,746 $5,349
     SBAC19,813-29,746$5,349
AUTOZONE INC 5,720 -802 $4,839
     AZO5,720-802$4,839
DRIVE SHACK INC 2,903,007 -11,804 $4,413
     DS2,903,007-11,804$4,413
MISTRAS GROUP INC 971,558 UNCH $4,139
     MG971,558UNCH$4,139

See Full List: All Stocks Held By Broad Run Investment Management LLC
— Including:
     • Biggest new positions
     • 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 03/31/2020: $1,424,171
At 12/31/2019: $2,293,021

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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