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Broadcrest Asset Management’s EVI Industries EVI Stock Holding History

Broadcrest Asset Management’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.7M Hold
338,000
– – 24.24% 1
2025
Q2 		$7.38M Hold
338,000
– – 13.47% 4
2025
Q1 		$5.67M Hold
338,000
– – 10.79% 4
2024
Q4 		$5.53M Hold
338,000
– – 8.28% 4
2024
Q3 		$6.53M Hold
338,000
– – 7.85% 4
2024
Q2 		$6.39M Hold
338,000
– – 7.87% 5
2024
Q1 		$8.42M Hold
338,000
– – 11.3% 4
2023
Q4 		$8.02M Hold
338,000
– – 7.25% 5
2023
Q3 		$8.39M Buy
+338,000
New +$8.53M 9.02% 5

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Broadcrest Asset Management's EVI Position: Q3 2025 in Review

Broadcrest Asset Management held its EVI Industries (EVI) position steady in Q3 2025 at 338,000 shares worth $10.7M. The position accounts for 24.24% of the portfolio, ranked #1.

Broadcrest Asset Management first reported a position in EVI in Q3 2023 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold EVI as of Q3 2025.

  • Broadcrest Asset Management held 338,000 shares of EVI Industries worth $10.7M as of Q3 2025.
  • Broadcrest Asset Management left its EVI Industries share count unchanged in Q3 2025.
  • EVI Industries made up 24.24% of Broadcrest Asset Management's portfolio in Q3 2025, its #1 holding.
  • Broadcrest Asset Management first reported a position in EVI Industries in Q3 2023 and has held it in 9 quarters since.
  • 68 funds tracked by Wall St. Rank held EVI Industries as of Q3 2025.

Based on Broadcrest Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.