Broadcrest Asset Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Broadcrest Asset Management, LLC disclosed 4 US equity positions worth $52.6m in its Q1 2025 13F filing. The largest position was HEI/A at 40.1% of the reported book, followed by TRNS and TECH. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 4 holdings.
What did Broadcrest Asset Management, LLC own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | HEI/A HEICO CORP NEW-CL A | 40.1% | $21.1m | 100,000 | -17% | reduced | |
| 2 | TRNS TRANSCAT, INC. CMN | Industrials | 32.3% | $17.0m | 228,308 | -24% | reduced |
| 3 | TECH BIO-TECHNE CORP COM | Healthcare | 16.7% | $8.8m | 150,000 | 50% | added |
| 4 | EVI EVI INDUSTRIES INC | 10.8% | $5.7m | 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.