Broadcrest Asset Management

Latest statistics and disclosures from Broadcrest Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TRNS, HEI.A, TYL, TECH, EVI, and represent 100.00% of Broadcrest Asset Management's stock portfolio.
  • Added to shares of these 1 stock: TECH.
  • Broadcrest Asset Management was a net buyer of stock by $1.5M.
  • Broadcrest Asset Management has $81M in assets under management (AUM), dropping by 9.16%.
  • Central Index Key (CIK): 0001749585

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Portfolio Holdings for Broadcrest Asset Management

Broadcrest Asset Management holds 5 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Transcat, Inc. Cmn Common Stock (TRNS) 44.2 $36M 300k 119.68
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Heico Corp New-cl A Common Stock (HEI.A) 26.2 $21M 120k 177.52
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Tyler Technologies Common Stock (TYL) 12.4 $10M 20k 502.78
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Bio-techne Corp Common Stock (TECH) 9.4 $7.6M +25% 100k 76.15
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Evi Industries Common Stock (EVI) 7.9 $6.4M 338k 18.92
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Past Filings by Broadcrest Asset Management

SEC 13F filings are viewable for Broadcrest Asset Management going back to 2022