Broadcrest Asset Management, LLC
- SEC CIK
- 0001749585
- Latest filing
- Nov 3, 2025
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 7
- 0 vs. Q4 2022
- Portfolio value
- $115.0M
- +$23.4M (+25.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRNSTranscat Inc | COM | 450,000 | $40.2M | 35.0% | −40,000−8.2% | Reduced | History |
| ENOVEnovis CORP | COM | 350,000 | $18.7M | 16.3% | +50,000+16.7% | Added | History |
| Techne Corp Common878377100 | COM | 250,000 | $18.5M | 16.1% | +150,000+150.0% | Added | – |
| HEI.AHeico Corp | CL A | 80,000 | $10.9M | 9.5% | 00.0% | Unchanged | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 500,000 | $9.37M | 8.1% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 25,000 | $8.87M | 7.7% | +5,000+25.0% | Added | History |
| OTISOtis Worldwide Corp | Stock | 100,000 | $8.44M | 7.3% | 00.0% | Unchanged | History |