Broad Run Investment Management disclosed 23 US equity positions worth $1.3bn in its Q3 2014 13F filing. Its largest position is AMT at 10.9% of the reported book, followed by ORLY and MKL. Versus Q2 2014 it opened 1 new position, added to 6, reduced 2 and exited 3.
$1.3bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
23
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
10.9%
Largest position
The largest single position as a share of the reported equity book.
73.1%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
15
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
55
Quarters on file since Q4 2012
Quarters for which this manager's 13F holdings are on record.