- Added Positions: DIS, SCHW, FB,
- Reduced Positions: KMX, AMT, NVR, AON, MKL, ORLY, BAM, HXL, AMWD, AME, SBAC, DS, GOOGL,
- Sold Out: FOX, FOXA,
For the details of Broad Run Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/broad+run+investment+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Broad Run Investment Management, LLC- CarMax Inc (KMX) - 2,882,566 shares, 10.87% of the total portfolio. Shares reduced by 15.02%
- American Tower Corp (AMT) - 1,170,728 shares, 10.40% of the total portfolio. Shares reduced by 11.78%
- Brookfield Asset Management Inc (BAM) - 4,709,104 shares, 9.78% of the total portfolio. Shares reduced by 2.52%
- O'Reilly Automotive Inc (ORLY) - 588,321 shares, 9.44% of the total portfolio. Shares reduced by 2.9%
- Markel Corp (MKL) - 187,728 shares, 8.89% of the total portfolio. Shares reduced by 4.65%
Broad Run Investment Management, LLC added to a holding in The Walt Disney Co by 37.30%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.20. The impact to a portfolio due to this purchase was 0.5%. The holding were 304,811 shares as of .
Sold Out: Fox Corp (FOX)Broad Run Investment Management, LLC sold out a holding in Fox Corp. The sale prices were between $33.68 and $38.74, with an estimated average price of $36.32.
Sold Out: Fox Corp (FOXA)Broad Run Investment Management, LLC sold out a holding in Fox Corp. The sale prices were between $34.01 and $39.4, with an estimated average price of $36.78.
Here is the complete portfolio of Broad Run Investment Management, LLC. Also check out:
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