Broad Run Investment Management, LLC
ARLINGTON VA · SEC CIK 0001568621
$6.50亿2026Q2 申报市值
24持仓数
79.2%前十大占比 · 第一大 19.9%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
SHEN 减仓-$331.30万
ASTS 减仓-$63.31万
AMAT 减仓-$58.42万
GOOG 减仓-$39.86万
BN 减仓-$28.82万
2026Q2 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 | $1.29亿 | 19.91% | 1,455,969 | -7,125 | -0.5% | -$63.31万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.07亿 | 16.41% | 147,512 | -808 | -0.5% | -$58.42万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5,135.33万 | 7.90% | 702,078 | -2,452 | -0.3% | -$17.94万 | 减仓 |
| BN | BROOKFIELD CORP | $5,128.18万 | 7.89% | 1,204,081 | -6,766 | -0.6% | -$28.82万 | 减仓 |
| MKL | MARKEL CORP | $4,018.90万 | 6.19% | 20,578 | -131 | -0.6% | -$25.58万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,470.11万 | 5.34% | 376,817 | -1,871 | -0.5% | -$17.23万 | 减仓 |
| AON | AON PLC | $3,338.46万 | 5.14% | 100,650 | -507 | -0.5% | -$16.82万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,703.15万 | 4.16% | 602,709 | -928 | -0.2% | -$4.16万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,119.54万 | 3.26% | 64,139 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,922.93万 | 2.96% | 54,423 | -1,128 | -2.0% | -$39.86万 | 减仓 |
| NVR | NVR INC | $1,813.73万 | 2.79% | 2,662 | -11 | -0.4% | -$7.49万 | 减仓 |
| CDW | CDW CORP | $1,748.30万 | 2.69% | 124,310 | -301 | -0.2% | -$4.23万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $1,717.57万 | 2.64% | 105,005 | -573 | -0.5% | -$9.37万 | 减仓 |
| KMX | CARMAX INC | $1,497.98万 | 2.31% | 283,226 | -1,159 | -0.4% | -$6.13万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,438.74万 | 2.21% | 10,801 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $1,351.17万 | 2.08% | 70,935 | 0 | 0.0% | — | 不变 |
| RH | RH | $1,027.21万 | 1.58% | 62,357 | -177 | -0.3% | -$2.92万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $993.12万 | 1.53% | 658,567 | -219,697 | -25.0% | -$331.30万 | 减仓 |
| CCOI | COGENT COMMUNICATIONS HLDGS | $916.26万 | 1.41% | 660,130 | -3,070 | -0.5% | -$4.26万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $368.03万 | 0.57% | 62,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $323.00万 | 0.50% | 33,559 | -711 | -2.1% | -$6.84万 | 减仓 |
| RELX | RELX PLC | $148.85万 | 0.23% | 47,000 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $100.60万 | 0.15% | 23,581 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $90.59万 | 0.14% | 2,535 | 0 | 0.0% | — | 不变 |