BROADCREST ASSET MANAGEMENT, LLC

PrivateCIK: 1749585
Location

WINTER PARK, FL

📋 What this filing means

BROADCREST ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $66.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4
Positions
$66.78M
Total AUM (reported)
858K
Total Shares

Allocation by class

TOTAL AUM$66.78M4 positions
COMMON STOCK$66.78M100.0%

Portfolio Concentration

Top 391.7%4–108.3%TOP 10100.0%0%100%
Top 3$61.25M91.7%
4–10$5.53M8.3%

Top 3 weight

91.7%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 858K

Sole

Full voting authority

858K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:

TRANSCAT, INC. CMN

SOLE
COMMON STOCK
Shares300K
TypeSH
Market value$31.72M
47.50%
Sole
300K
Shared
0.00
None
0.00

HEICO CORP NEW-CL A

SOLE
COMMON STOCK
Shares120K
TypeSH
Market value$22.33M
33.44%
Sole
120K
Shared
0.00
None
0.00

BIO-TECHNE CORP COM

SOLE
COMMON STOCK
Shares100K
TypeSH
Market value$7.20M
10.79%
Sole
100K
Shared
0.00
None
0.00

EVI INDUSTRIES INC

SOLE
COMMON STOCK
Shares338K
TypeSH
Market value$5.53M
8.28%
Sole
338K
Shared
0.00
None
0.00
BROADCREST ASSET MANAGEMENT, LLC 13F Holdings — 4 Positions | Finecho