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Broad Run Investment Management’s Shenandoah Telecom SHEN Stock Holding History

Broad Run Investment Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Sell
878,264
-12,832
-1% -$168K 2.38% 14
2025
Q4 		$10.3M Sell
891,096
-6,379
-0.7% -$75.4K 1.91% 18
2025
Q3 		$12M Sell
897,475
-22,824
-2% -$314K 1.97% 18
2025
Q2 		$12.6M Sell
920,299
-13,277
-1% -$169K 1.93% 19
2025
Q1 		$11.7M Sell
933,576
-47
-0% -$553 1.96% 19
2024
Q4 		$11.8M Sell
933,623
-7,598
-0.8% -$102K 1.6% 19
2024
Q3 		$13.3M Sell
941,221
-8,580
-0.9% -$142K 1.6% 19
2024
Q2 		$15.5M Sell
949,801
-21,430
-2% -$345K 2.12% 19
2024
Q1 		$16.9M Sell
971,231
-6,137
-0.6% -$119K 2.07% 19
2023
Q4 		$21.1M Sell
977,368
-36,126
-4% -$809K 2.82% 15
2023
Q3 		$20.9M Sell
1,013,494
-10,607
-1% -$217K 2.76% 15
2023
Q2 		$19.9M Sell
1,024,101
-36,831
-3% -$722K 2.35% 16
2023
Q1 		$20.2M Sell
1,060,932
-8,675
-0.8% -$162K 2.4% 16
2022
Q4 		$17M Buy
1,069,607
+98,028
+10% +$1.79M 2.05% 15
2022
Q3 		$16.5M Buy
971,579
+303,853
+46% +$6.48M 1.81% 15
2022
Q2 		$14.8M Buy
+667,726
New +$15.1M 1.35% 16

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Broad Run Investment Management's SHEN Position: Q1 2026 in Review

Broad Run Investment Management reduced its Shenandoah Telecom (SHEN) stake by 1.4% in Q1 2026, selling an estimated $168K and leaving 878,264 shares worth $13.5M. The position accounts for 2.38% of the portfolio, ranked #14.

Broad Run Investment Management first reported a position in SHEN in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.1M in Q4 2023. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Broad Run Investment Management held 878,264 shares of Shenandoah Telecom worth $13.5M as of Q1 2026.
  • Broad Run Investment Management sold 12,832 Shenandoah Telecom shares in Q1 2026, an estimated $168K.
  • Shenandoah Telecom made up 2.38% of Broad Run Investment Management's portfolio in Q1 2026, its #14 holding.
  • Broad Run Investment Management first reported a position in Shenandoah Telecom in Q2 2022 and has held it in 16 quarters since.
  • Broad Run Investment Management's Shenandoah Telecom position peaked at $21.1M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.