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Broadcrest Asset Management, LLC
Hedge Fund • Value
Broadcrest Asset Management, LLC is a Value-focused Hedge Fund based in Winter Park, FL led by John Oliver Burden, reporting $458.4M in AUM as of Q3 2025 with 69% Industrials concentration, with only 7 positions, and 24% allocation to EVI.
CEOJohn Oliver Burden
- Portfolio Value
- $44.1M
- Positions
- 7
- Top Holding
- EVI at 24.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Broadcrest Asset Management, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Distribution Industrials | $10.7M | 24.24% | — | 2.65% 338.0K shares | |
Aerospace & Defense Industrials | $10.2M | 23.06% | — | 0.03% 40.0K shares | |
Industrial - Distribution Industrials | $9.6M | 21.73% | -$5.1M Sold | 1.40% 130.8K shares | |
Biotechnology Healthcare | $5.6M | 12.62% | -$1.4M Sold | 0.06% 100.0K shares | |
Software - Application Technology | $4.9M | 11.12% | +$2.5M Bought | 0.02% 100.0K shares | |
Auto - Dealerships Consumer Cyclical | $2.0M | 4.59% | -$7.0M Sold | 0.00% 45.0K shares | |
Software - Infrastructure Technology | $1.2M | 2.63% | +$1.2M New | 0.02% 15.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Broadcrest Asset Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+100.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-77.5% | |
-34.6% | |
-20.0% |
Analytics
Portfolio insights and performance metrics for Broadcrest Asset Management, LLC
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