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Broadcrest Asset Management, LLC: 13F holdings, Q3 2025

Hedge fund · SEC EDGAR filings (CIK 1749585) · Explore on the interactive board

Broadcrest Asset Management, LLC disclosed 7 US equity positions worth $44.1m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 3, 2025). Its largest position is EVI at 24.2% of the reported book, followed by HEI/A, TRNS. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 5 equal-weight positions. Versus the prior filing it opened 1 new position, added to 1, reduced 3 and exited 0. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$44.1mreported US equity book
7positions
24.2%largest position
100.0%top 10 weight
5.26effective positions (1/HHI)
5quarters on file since Q3 2024

What does Broadcrest Asset Management, LLC own? Top holdings as of September 30, 2025

Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 1 new, 1 added, 3 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 EVI EVI INDUSTRIES INC 24.2%$10.7m338,000 0% held
2 HEI/A HEICO CORP NEW-CL A 23.1%$10.2m40,000 0% held
3 TRNS TRANSCAT, INC. CMN Industrials 21.7%$9.6m130,802 -35% reduced
4 TECH BIO-TECHNE CORP COM Healthcare 12.6%$5.6m100,000 -20% reduced
5 TTD THE TRADE DESK INC COM CL A Communication Services 11.1%$4.9m100,000 100% added
6 CPRT COPART INC COM Industrials 4.6%$2.0m45,000 -78% reduced
7 FOUR SHIFT4 PAYMENTS INC Technology 2.6%$1.2m15,000 – new

Sector mix

SectorWeight
Industrials26.3%
Healthcare12.6%
Communication Services11.1%
Technology2.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q3 20257$44.1m
Q2 20256$54.8m
Q1 20254$52.6m
Q4 20244$66.8m
Q3 20244$83.2m

How concentrated is Broadcrest Asset Management, LLC's portfolio?

Across every quarter Broadcrest Asset Management, LLC has filed, its median largest position is 40.1% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).