StockDriftsStockDriftsTop 7 Broadcrest Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EVI | EVI INDUSTRIES INC | 24.24% | 338.0K | $10.7M | +0.00%(+0) | $25.29(+1.65%) | 2025-09-30 | |
| HEIA | HEICO CORP NEW-CL A | 23.06% | 40.0K | $10.2M | +0.00%(+0) | $54.15 | 2025-09-30 | |
| TRNS | TRANSCAT, INC. CMN | 21.73% | 130.8K | $9.6M | -34.60%(-69.20K) | $86.96(-32.30%) | 2025-09-30 | |
| TECH | BIO-TECHNE CORP COM | 12.62% | 100.0K | $5.6M | -20.00%(-25.00K) | $72.78(-18.64%) | 2025-09-30 | |
| TTD | THE TRADE DESK INC COM CL A | 11.12% | 100.0K | $4.9M | +100.00%(+50.00K) | $62.06(-38.27%) | 2025-09-30 | |
| CPRT | COPART INC COM | 4.59% | 45.0K | $2.0M | -77.50%(-155.00K) | $54.54(-27.94%) | 2025-09-30 | |
| FOUR | SHIFT4 PAYMENTS INC | 2.63% | 15.0K | $1.2M | new | $90.75(-28.12%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.36% | +4.14% |
| Top 20 Holdings Unweighted | +4.00% | +12.48% |
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