Broadcrest Asset Management, LLC

Est. AUM

$44.1M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EVI INDUSTRIES INC	COMMON STOCK	$10.7M	338000	24.24%	SOLE
2	HEICO CORP NEW-CL A	COMMON STOCK	$10.2M	40000	23.06%	SOLE
3	TRANSCAT, INC. CMN	COMMON STOCK	$9.6M	130802	21.73%	SOLE
4	BIO-TECHNE CORP COM	COMMON STOCK	$5.6M	100000	12.62%	SOLE
5	THE TRADE DESK INC COM CL A	COMMON STOCK	$4.9M	100000	11.12%	SOLE
6	COPART INC COM	COMMON STOCK	$2.0M	45000	4.59%	SOLE
7	SHIFT4 PAYMENTS INC	COMMON STOCK	$1.2M	15000	2.63%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.