EVI β€” EVI INDUSTRIES INC

Ownership history in Broadcrest Asset Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Broadcrest Asset Management, LLC reported EVI INDUSTRIES INC (EVI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 24.24% in 2025 Q3. The latest visible filing shows EVI at 24.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broadcrest Asset Management, LLC's position in EVI INDUSTRIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EVI was reported at 24.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Broadcrest Asset Management, LLC held EVI β€” position size vs. price
% of Fund (quarterly)    EVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 338,000 β€” 0% 24.24% $10.7M 2025-11-14 (Est.) $22.03
2025 Q2 UNCHANGED 338,000 β€” 0% 13.47% $7.4M 2025-08-11 $22.40
2025 Q1 UNCHANGED 338,000 β€” 0% 10.79% $5.7M 2025-05-09 $15.44
2024 Q4 UNCHANGED 338,000 β€” 0% 8.28% $5.5M 2025-02-11 $16.84
2024 Q3 UNCHANGED 338,000 β€” 0% 7.85% $6.5M 2024-11-07 $19.79
2024 Q2 UNCHANGED 338,000 β€” 0% 7.87% $6.4M 2024-08-12 $15.04
2024 Q1 UNCHANGED 338,000 β€” 0% 11.30% $8.4M 2024-05-13 $19.83
2023 Q4 UNCHANGED 338,000 β€” 0% 7.25% $8.0M 2024-02-09 $21.73
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EVI

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.02% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Broadcrest Asset Management, LLC and EVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Broadcrest Asset Management, LLC reported owning EVI?

Broadcrest Asset Management, LLC reported EVI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EVI position in Broadcrest Asset Management, LLC's portfolio?

The largest reported portfolio weight for EVI was 24.24% in 2025 Q3.

What is the latest reported EVI position on this page?

The most recent filing on this page is 2025 Q3, when Broadcrest Asset Management, LLC reported 338,000 shares, equal to 24.24% of portfolio, with an estimated market value of $10.7M.

What does the chart on this EVI ownership page compare?

The chart compares Broadcrest Asset Management, LLC's quarterly EVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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