Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Broadcrest Asset Management, LLC (CIK 1749585) reported $44.1M across 7 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: EVI ($10.7M, 24.24%), HEI.A ($10.2M, 23.06%), TRNS ($9.6M, 21.73%), TECH ($5.6M, 12.62%), TTD ($4.9M, 11.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EVI | EVI INDUSTRIES INC | $10.7M | 24.24% | 338,000 | Hold |
| 2 | HEI.A | HEICO CORP NEW-CL A | $10.2M | 23.06% | 40,000 | Hold |
| 3 | TRNS | TRANSCAT, INC. CMN | $9.6M | 21.73% | 130,802 | Trimmed |
| 4 | TECH | BIO-TECHNE CORP COM | $5.6M | 12.62% | 100,000 | Trimmed |
| 5 | TTD | THE TRADE DESK INC COM CL A | $4.9M | 11.12% | 100,000 | Added |
| 6 | CPRT | COPART INC COM | $2.0M | 4.59% | 45,000 | Trimmed |
| 7 | FOUR | SHIFT4 PAYMENTS INC | $1.2M | 2.63% | 15,000 | New |
Source: SEC Form 13F filings · as of 2025-09-30