Broadcrest Asset Management, LLC Portfolio Holdings by Sector
Broadcrest Asset Management, LLC
- $34 Million
 - Q3 2025
 
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options | 
|---|---|---|---|---|---|---|
| 
               
                      Industrial Distribution | Industrials
                         
                  EVI TRNS 2 stocks  | 
            
               
                  $20,376
                  59.89% of portfolio              
                       
               | 
            - | 
                   1   
             | 
            - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Biotechnology | Healthcare
                         
                  TECH 1 stocks  | 
            
               
                  $5,563
                  16.35% of portfolio              
                       
               | 
            - | 
                   1   
             | 
            - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Software—Application | Technology
                         
                  TTD 1 stocks  | 
            
               
                  $4,901
                  14.4% of portfolio              
                       
               | 
            
                   1   
             | 
            - | - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Auto & Truck Dealerships | Consumer Cyclical
                         
                  CPRT 1 stocks  | 
            
               
                  $2,023
                  5.95% of portfolio              
                       
               | 
            - | 
                   1   
             | 
            - | - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               | 
          
| 
               
                      Software—Infrastructure | Technology
                         
                  FOUR 1 stocks  | 
            
               
                  $1,161
                  3.41% of portfolio              
                       
               | 
            
                   1   
             | 
            - | 
                   1   
             | 
            - | 
               
                  
                    0
                  
                  Calls
                 
                
                
                  
                   0
                  
                  Puts
                 
                
               |