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| Name: |
BROAD RUN INVESTMENT MANAGEMENT, LLC |
| City: |
ARLINGTON |
| State: |
VA |
| Zip: |
22209 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMAT |
Applied Materials Inc |
6 |
- |
$247.83 |
$57,677,000 |
279,671 |
7.08% |
16,821,000 |
27,585 |
0.031 |
Semiconductor Equipme... |
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CDW |
Cdw Corp |
9 |
- |
$230.55 |
$45,529,000 |
177,999 |
5.59% |
5,805,000 |
3,251 |
0.124 |
Catalog & Mail Order ... |
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NVR |
NVR Inc |
12 |
- |
$7,539.76 |
$29,670,000 |
3,663 |
3.64% |
8,487,000 |
637 |
0.084 |
Residential Construct... |
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BAM |
Brookfield Asset Management... |
13 |
- |
$37.98 |
$23,100,000 |
549,731 |
2.84% |
4,968,000 |
98,353 |
0.133 |
Asset Management |
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TDG |
Transdigm Group Inc |
16 |
- |
$1,339.48 |
$21,084,000 |
17,119 |
2.59% |
12,108,000 |
8,246 |
0.031 |
Aerospace/Defense Pro... |
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HLT |
Hilton Worldwide Holdings Inc. |
17 |
- |
$216.00 |
$20,388,000 |
95,579 |
2.5% |
13,181,000 |
56,000 |
0.034 |
Lodging |
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DHR |
Danaher Corp |
18 |
- |
$257.51 |
$20,011,000 |
80,135 |
2.46% |
10,958,000 |
41,000 |
0.011 |
General Building Mate... |
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