Broadcrest Asset Management, LLC
- SEC CIK
- 0001749585
- Latest filing
- Nov 3, 2025
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 7, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 7
- −1 vs. Q2 2022
- Portfolio value
- $87.6M
- −$7.99M (−8.4%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRNSTranscat Inc | COM | 450,000 | $34.1M | 38.9% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 1,600,000 | $15.6M | 17.8% | +100,000+6.7% | Added | History |
| ENOVEnovis CORP | COM | 250,000 | $11.5M | 13.2% | +50,000+25.0% | Added | History |
| HEI.AHeico Corp | CL A | 80,000 | $9.17M | 10.5% | −20,000−20.0% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 100,000 | $6.38M | 7.3% | −100,000−50.0% | Reduced | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 400,000 | $5.68M | 6.5% | −100,000−20.0% | Reduced | History |
| TYLTyler Technologies Inc | COM | 15,000 | $5.21M | 6.0% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.