Broadcrest Asset Management, LLC
- SEC CIK
- 0001749585
- Latest filing
- Nov 3, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 16, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 8
- +1 vs. Q1 2022
- Portfolio value
- $95.6M
- −$24.7M (−20.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRNSTranscat Inc | COM | 450,000 | $25.6M | 26.8% | −10,000−2.2% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 200,000 | $14.1M | 14.8% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 1,500,000 | $12.3M | 12.9% | 00.0% | Unchanged | History |
| ENOVEnovis CORP | COM | 200,000 | $11.0M | 11.5% | +200,000 | New | History |
| HEI.AHeico Corp | CL A | 100,000 | $10.5M | 11.0% | +15,000+17.6% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 500,000 | $9.99M | 10.5% | −100,000−16.7% | Reduced | History |
| FRGFranchise Group, Inc. | COM | 200,000 | $7.01M | 7.3% | +200,000 | New | History |
| TYLTyler Technologies Inc | COM | 15,000 | $4.99M | 5.2% | +15,000 | New | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.