Broadcrest Asset Management, LLC
- SEC CIK
- 0001749585
- Latest filing
- Nov 3, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 6
- +2 vs. Q1 2025
- Portfolio value
- $54.8M
- +$2.20M (+4.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRNSTranscat Inc | COM | 200,000 | $17.2M | 31.4% | −28,308−12.4% | Reduced | History |
| HEI.AHeico Corp | CL A | 40,000 | $10.3M | 18.9% | −60,000−60.0% | Reduced | History |
| CPRTCopart Inc | COM | 200,000 | $9.81M | 17.9% | +200,000 | New | History |
| EVIEvi Industries, Inc. | COM | 338,000 | $7.38M | 13.5% | 00.0% | Unchanged | History |
| TECHBIO-TECHNE Corp | COM | 125,000 | $6.43M | 11.7% | −25,000−16.7% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 50,000 | $3.60M | 6.6% | +50,000 | New | History |