Broad Run Investment Management, LLC
CIK 1568621 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- AON9.31%
- MKL9.00%
- BN7.93%
- ECPG7.78%
- ORLY7.78%
- KMX7.57%
- AMT7.26%
- CCOI5.48%
- CDW5.24%
- AMWD5.15%
Share classes counted separately72.50%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AONAON PLC-CLASS ASHS CL A View history and evidence | $70.42M | 9.31% | 217.21K shares | — | ↗▾ | |
| 02 | MKLMARKEL GROUP INC View history and evidence | $68.08M | 9.00% | 46.23K shares | — | ↗▾ | |
| 03 | BNBROOKFIELD CORPCL A LTD VT SH View history and evidence | $59.98M | 7.93% | 1.92M shares | — | ↗▾ | |
| 04 | ECPGENCORE CAPITAL GROUP INC View history and evidence | $58.88M | 7.78% | 1.23M shares | — | ↗▾ | |
| 05 | ORLYO'REILLY AUTOMOTIVE INC View history and evidence | $58.85M | 7.78% | 64.75K shares | — | ↗▾ | |
| 06 | KMXCARMAX INC View history and evidence | $57.32M | 7.57% | 810.47K shares | — | ↗▾ | |
| 07 | AMTAMERICAN TOWER CORP View history and evidence | $54.93M | 7.26% | 334.04K shares | — | ↗▾ | |
| 08 | CCOICOGENT COMMUNICATIONS HOLDINCOM NEW View history and evidence | $41.46M | 5.48% | 669.73K shares | — | ↗▾ | |
| 09 | CDWCDW CORP/DE View history and evidence | $39.62M | 5.24% | 196.39K shares | — | ↗▾ | |
| 10 | AMWDAMERICAN WOODMARK CORP View history and evidence | $39.00M | 5.15% | 515.76K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1568621 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 756769834
}Take these holdings further.
This page includes 25 of 25 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 25 of 25 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1568621","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1568621","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.