Broad Run's top holdings (October 2025) include AST SpaceMobile Inc (ASTS), a company building a space-based cellular broadband network.

Broad Run is an investment firm known for its focused approach to public equity investing. The firm seeks to identify and invest in high-quality businesses across various sectors, maintaining a concentrated portfolio.

AST SpaceMobile Inc (ASTS)

AST SpaceMobile is developing a global cellular broadband network in space, designed to work directly with standard unmodified mobile phones. This initiative aims to connect the unconnected and provide coverage in remote areas. The company has a market capitalization of $14.66 billion. The discounted cash flow value for the company is $2.21 per share. Broad Run's position in AST SpaceMobile Inc is currently valued at $180.73 million.

Here's an overview of Broad Run's trades in AST SpaceMobile Inc:

Brookfield Corporation (BN)

Brookfield Corporation is a leading global alternative asset manager with a focus on real estate, infrastructure, renewable power, and private equity. It manages a diverse portfolio of long-life assets across various sectors. Its market cap stands at $80.06 billion. Analysts have set a price target of $78.33 for Brookfield Corporation. The current value of Broad Run's holding in Brookfield Corporation is $58.99 million.

Here's an overview of Broad Run's trades in Brookfield Corporation:

O'Reilly Automotive, Inc. (ORLY)

O'Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories. The company serves both professional service providers and do-it-yourself customers across the United States. With a market capitalization of $90.03 billion, O'Reilly Automotive's discounted cash flow analysis suggests a value of $154.26 per share. Analysts have a price target of $121.0 for the company. Broad Run's position in this retailer is currently valued at $47.34 million.

Here's an overview of Broad Run's trades in O'Reilly Automotive, Inc.:

Markel Group Inc (MKL)

Markel Group Inc. operates as a diverse financial holding company, primarily engaged in the insurance and reinsurance markets. Additionally, it has a portfolio of non-insurance businesses, operating independently within various sectors. The company's market cap stands at $24.22 billion. The discounted cash flow value for Markel Group Inc is $1,800 per share. This holding in Broad Run's portfolio is currently worth $41.72 million.

Here's an overview of Broad Run's trades in Markel Group Inc:

Aon plc. (AON)

Aon plc. is a global professional services firm providing a broad range of risk, retirement, and health solutions. The company offers advice and solutions to clients across various industries worldwide. Aon plc. has a market capitalization of $76.78 billion. Analysts have set a price target of $430.0 for the company, while its discounted cash flow suggests a value of $360.15 per share. Broad Run's position in Aon plc. is currently valued at $40.38 million.

Here's an overview of Broad Run's trades in Aon plc.: