| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
About Broad Run Investment Management
Broad Run Investment Management is a Virginia-based investment firm that specializes in long-term investments in high-quality companies. The firm was founded in 2003 by Bill Frels and Charlie Dreifus, who have over 50 years of combined experience in the investment industry.
At Broad Run, the investment philosophy is centered around finding companies with strong competitive advantages, sustainable growth prospects, and excellent management teams. The firm takes a bottom-up approach to investing, conducting extensive research and analysis on individual companies before making investment decisions.
One of the key figures at Broad Run is CEO Bill Frels, who has over 30 years of experience in the investment industry. Frels is known for his disciplined approach to investing and his focus on long-term value creation. He has been recognized for his investment expertise by publications such as Barron's and Morningstar.
Another important member of the Broad Run team is Chief Investment Officer Charlie Dreifus, who has over 20 years of experience in the investment industry. Dreifus is responsible for overseeing the firm's investment process and ensuring that the investment philosophy is consistently applied across all portfolios.
Overall, Broad Run Investment Management is a respected investment firm that has a track record of delivering strong long-term returns for its clients. The firm's focus on high-quality companies and disciplined approach to investing make it a compelling option for investors looking for a long-term investment strategy.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN TOWER CORP NEW | 45 | Q2 2024 | 12.2% |
| O'REILLY AUTOMOTIVE INC NEW | 45 | Q2 2024 | 12.4% |
| MARKEL CORP | 45 | Q2 2024 | 10.8% |
| CARMAX INC | 45 | Q2 2024 | 10.9% |
| Encore Capital Group, Inc. | 45 | Q2 2024 | 10.1% |
| AMERICAN WOODMARK CORPORATIO | 43 | Q2 2024 | 7.9% |
| MISTRAS GROUP INC | 38 | Q1 2023 | 1.5% |
| BROOKFIELD ASSET MGMT INC | 36 | Q3 2022 | 12.4% |
| ALPHABET INC | 35 | Q2 2024 | 5.6% |
| MARLIN BUSINESS SVCS CORP | 35 | Q4 2021 | 1.6% |
View Broad Run Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ENCORE CAPITAL GROUP INC | February 14, 2024 | 1,126,966 | 4.8% |
| AMERICAN WOODMARK CORP | February 14, 2023 | 757,367 | 4.6% |
| MARLIN BUSINESS SERVICES CORP | February 14, 2022 | 1,094,639 | 9.1% |
| Mistras Group, Inc. | February 14, 2019 | 979,716 | 3.4% |
View Broad Run Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
View Broad Run Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.