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Bryan H. Adkins

Broad Run Investment Management, Llc

Assets Managed
$567.862M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
5.46%(2Q avg: -3.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Broad Run Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of Broad Run Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 567.862M in assets, with a quarterly growth rate of 5.46% and a 2-quarter average growth rate of -3.2%. The portfolio is managed by Bryan H. Adkins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ASTS
Ast Spacemobile Inc
Recent Activity
Decreased -6.91%
21.36%
$121.247M
1.463M shares@ $82.88 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -5.59%
8.93%
$50.694M
148,320 shares@ $341.8 avg price
BN
Brookfield Corp
Recent Activity
Decreased -0.33%
8.63%
$49.003M
1.211M shares@ $40.47 avg price
SUNB
Sunbelt Rentals Holdings Inc
Recent Activity
New Position
7.79%
$44.197M
704,530 shares@ $62.74 avg price
MKL
Markel Group Inc
Recent Activity
Increased 0.9%
6.99%
$39.638M
20,709 shares@ $1914.08 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Decreased -5.03%
6.16%
$34.957M
378,688 shares@ $92.31 avg price
AON
Aon Plc-class A
Recent Activity
Decreased -5.07%
5.75%
$32.651M
101,157 shares@ $322.78 avg price
BAM
Brookfield Asset Mgmt-a
Recent Activity
Increased 49.66%
4.73%
$26.832M
603,637 shares@ $44.46 avg price
HLT
Hilton Worldwide Holdings In
Recent Activity
3.44%
$19.503M
64,139 shares@ $304.08 avg price
AMT
American Tower Corp
Recent Activity
Decreased -3.91%
3.21%
$18.221M
105,578 shares@ $172.58 avg price

1-10 of 24