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Gurus
Growth At A Reasonable Price
BROAD RUN INVESTMENT MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

BROAD RUN INVESTMENT MANAGEMENT, LLC

AUM: $835.73 M

13-F Portfolio Value: $567.86 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 76.95%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SUNB	SUNBELT RENTALS HOLDINGS INC	7.78%	704,530	$44,196,543	704,530	New	$62.73	13F