Broad Run Investment Management, LLC
ARLINGTON VA · SEC CIK 0001568621
$5.68亿2026Q1 申报市值
24持仓数
76.9%前十大占比 · 第一大 21.4%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$4,419.65万
BAM 加仓+$890.25万
MKL 加仓+$35.22万
2026Q1 卖出最多 按季末市值估算
ASTS 减仓-$901.15万
GOOG 减仓-$354.65万
AMAT 减仓-$300.19万
ITOT 清仓-$277.41万
ORLY 减仓-$185.23万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASTS | AST SPACEMOBILE INC | $1.21亿 | 21.35% | 1,463,094 | -108,743 | -6.9% | -$901.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,069.43万 | 8.93% | 148,320 | -8,783 | -5.6% | -$300.19万 | 减仓 |
| BN | BROOKFIELD CORP | $4,900.30万 | 8.63% | 1,210,847 | -4,116 | -0.3% | -$16.66万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4,419.65万 | 7.78% | 704,530 | 704,530 | — | $4,419.65万 | 新建仓 |
| MKL | MARKEL CORP | $3,963.85万 | 6.98% | 20,709 | 184 | 0.9% | $35.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,495.67万 | 6.16% | 378,688 | -20,066 | -5.0% | -$185.23万 | 减仓 |
| AON | AON PLC | $3,265.15万 | 5.75% | 101,157 | -5,410 | -5.1% | -$174.62万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,683.17万 | 4.73% | 603,637 | 200,281 | 49.7% | $890.25万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,950.34万 | 3.43% | 64,139 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $1,822.07万 | 3.21% | 105,578 | -4,297 | -3.9% | -$74.16万 | 减仓 |
| NVR | NVR INC | $1,761.46万 | 3.10% | 2,673 | -110 | -4.0% | -$72.49万 | 减仓 |
| GOOG | ALPHABET INC | $1,593.54万 | 2.81% | 55,551 | -12,363 | -18.2% | -$354.65万 | 减仓 |
| CDW | CDW CORP | $1,508.04万 | 2.66% | 124,611 | -1,226 | -1.0% | -$14.84万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $1,354.28万 | 2.38% | 878,264 | -12,832 | -1.4% | -$19.79万 | 减仓 |
| DHR | DANAHER CORPORATION | $1,344.93万 | 2.37% | 70,935 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1,251.79万 | 2.20% | 10,801 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMMUNICATIONS HLDGS | $1,249.47万 | 2.20% | 663,200 | -500 | -0.1% | -$9,420 | 减仓 |
| KMX | CARMAX INC | $1,182.47万 | 2.08% | 284,385 | -1,157 | -0.4% | -$4.81万 | 减仓 |
| RH | RH | $874.35万 | 1.54% | 62,534 | -1,020 | -1.6% | -$14.26万 | 减仓 |
| DIS | DISNEY WALT CO | $330.29万 | 0.58% | 34,270 | -5,536 | -13.9% | -$53.36万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $314.96万 | 0.55% | 62,000 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $155.81万 | 0.27% | 47,000 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $97.63万 | 0.17% | 23,581 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $72.90万 | 0.13% | 2,535 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -18,657 | -100.0% | -$277.41万 | 清仓 |