Broadcrest Asset Management, LLC
Broadcrest Asset Management, LLC is a Winter Park, FL-based investment adviser and asset management firm registered with the SEC. Founded in Florida, the firm oversees over $450 million in assets under management as of December 2024, primarily serving institutional and high-net-worth clients through discretionary portfolio management. Broadcrest specializes in private fund management and employs approximately 9 professionals, primarily investors.
Investment Strategy
Broadcrest Asset Management, LLC manages discretionary assets primarily in public equities, focusing on fundamental analysis to identify investment opportunities across a range of industries. Their portfolio typically includes concentrated positions in select growth and value stocks with strong fundamentals. The firm aims to provide long-term capital appreciation for its clients through disciplined security selection and risk management.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TRNS | TRANSCAT, INC. CMN | 31.39% | $17.2M | 200,000 | $93.28 | $85.96 | +$194.5K |
H HEI-A | HEICO CORP NEW-CL A | 18.90% | $10.3M | 40,000 | $131.03 | $258.75 | -$10.7M |
C CPRT | COPART INC COM | 17.92% | $9.8M | 200,000 | $49.07 | $49.07 | +$9.8M |
E EVI | EVI INDUSTRIES INC | 13.47% | $7.4M | 338,000 | $24.82 | $21.83 | +$1.7M |
T TECH | BIO-TECHNE CORP COM | 11.74% | $6.4M | 125,000 | $72.63 | $51.45 | -$2.4M |