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 6 equity positions with a total reported market value of $54.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$54.77M
Total AUM (reported)
953K
Total Shares

Allocation by class

TOTAL AUM$54.77M6 positions
COMMON STOCK$54.77M100.0%

Portfolio Concentration

Top 368.2%4–1031.8%TOP 10100.0%0%100%
Top 3$37.36M68.2%
4–10$17.41M31.8%

Top 3 weight

68.2%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 953K

Sole

Full voting authority

953K

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)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

TRANSCAT, INC. CMN

SOLE
COMMON STOCK
Shares200K
TypeSH
Market value$17.19M
31.39%
Sole
200K
Shared
0.00
None
0.00

HEICO CORP NEW-CL A

SOLE
COMMON STOCK
Shares40K
TypeSH
Market value$10.35M
18.90%
Sole
40K
Shared
0.00
None
0.00

COPART INC COM

SOLE
COMMON STOCK
Shares200K
TypeSH
Market value$9.81M
17.92%
Sole
200K
Shared
0.00
None
0.00

EVI INDUSTRIES INC

SOLE
COMMON STOCK
Shares338K
TypeSH
Market value$7.38M
13.47%
Sole
338K
Shared
0.00
None
0.00

BIO-TECHNE CORP COM

SOLE
COMMON STOCK
Shares125K
TypeSH
Market value$6.43M
11.74%
Sole
125K
Shared
0.00
None
0.00

THE TRADE DESK INC COM CL A

SOLE
COMMON STOCK
Shares50K
TypeSH
Market value$3.60M
6.57%
Sole
50K
Shared
0.00
None
0.00
BROADCREST ASSET MANAGEMENT, LLC 13F Holdings — 6 Positions | Finecho