Broadcrest Asset Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Broadcrest Asset Management, LLC disclosed 4 US equity positions worth $66.8m in its Q4 2024 13F filing. The largest position was TRNS at 47.5% of the reported book, followed by HEI/A and TECH. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 4 holdings.
What did Broadcrest Asset Management, LLC own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TRNS TRANSCAT, INC. CMN | Industrials | 47.5% | $31.7m | 300,000 | 0% | held |
| 2 | HEI/A HEICO CORP NEW-CL A | 33.4% | $22.3m | 120,000 | 0% | held | |
| 3 | TECH BIO-TECHNE CORP COM | Healthcare | 10.8% | $7.2m | 100,000 | -50% | reduced |
| 4 | EVI EVI INDUSTRIES INC | 8.3% | $5.5m | 338,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.