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Broyhill Asset Management
Broyhill Asset Management, LLC is a Charlotte, North Carolina-based investment adviser founded in June 1998 (originally as Broyhill Wakin Capital Advisers, LLC), later renamed in 2008. The firm manages discretionary assets for individuals, trusts, foundations, and institutions. In recent years, it has transitioned toward a multi-family office structure, serving clients seeking to invest alongside the Broyhill Family Office, under the primary leadership of President & CIO Christopher R. Pavese, CFA. As of 2024, Broyhill Asset Management manages a concentrated, global, value-oriented public equity strategy and reported between 7 and 10 employees.
Investment Strategy
Broyhill Asset Management follows a global, value-oriented public equity strategy based on rigorous fundamental analysis. The firm seeks to construct concentrated portfolios, investing only in securities trading at significant discounts to fair value. Their approach emphasizes patience, discipline, and time arbitrage, betting decisively when the odds are favorable, focusing on long-term returns, and maintaining a strong margin of safety by prioritizing intrinsic value relative to price paid. The investment process prioritizes making fewer, higher-conviction decisions over an extended horizon to capitalize on areas where competition is lower and opportunities more substantial.
Latest 13F Filing Activity
Broyhill Asset Management filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $110M. The fund increased holdings in Iqvia HLDGS Inc., Dollar Tree Inc., Microsoft Corp. among other positions. Broyhill Asset Management reduced exposure to Fidelity Natl Information SV, Nice LTD, Fresenius Medical Care AG among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHY | ISHARES TR | 8.94% | $9.8M | 118,723 | $82.04 | $82.86 | -$1.3M |
P PM | PHILIP MORRIS INTL INC | 5.89% | $6.5M | 35,613 | $120.35 | $182.13 | -$1.2M |
A AVTR | AVANTOR INC | 4.45% | $4.9M | 364,223 | $19.08 | $13.46 | -$1.0M |
B BAX | BAXTER INTL INC | 3.66% | $4.0M | 133,184 | $29.16 | $30.28 | -$1.5M |
N NICE | NICE LTD | 3.38% | $3.7M | 22,045 | $165.22 | $168.91 | -$1.9M |
Industry Allocation
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