Broad Run Investment Management, LLC

**Broad Run Investment Management, LLC** manages $538M across a concentrated portfolio of 24 positions. The fund exhibits significant conviction in technology and industrials, with its largest holding in ASTS accounting for $114.2M. Notable allocations include substantial positions in BN ($55.8M), MKL ($44.1M), and AMAT ($40.4M). This structure suggests a high-conviction, sector-specific approach to generating alpha.

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