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User

Andrew Brenton

Turtle Creek Asset Management

Andrew Brenton The Ensign Group Inc stake

total: 80

Turtle Creek Asset Management ENSG trades

Total transactions:
4
New positions:
1
Added:
1
Reduced:
2
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Andrew Brenton holds 652,046 The Ensign Group Inc (ENSG) shares with a market value of roughly $104.52M accounting for 4.08% of the overall portfolio. To date, the estimated cost basis is nearly $166.99 for "buy" trades and estimated average "sell" price is $185.15. Turtle Creek Asset Management first purchased ENSG in 2025 Q3, initially acquiring 456,332 shares. Since the initial investment in The Ensign Group Inc (ENSG), Turtle Creek Asset Management has made 3 more transactions.

How many ENSG shares does Andrew Brenton currently hold?

According to 2026 Q2 report, Andrew Brenton holds 652,046 shares of The Ensign Group Inc (ENSG), valued at around $104.52M.

When did Andrew Brenton buy The Ensign Group Inc (ENSG)?

Andrew Brenton first invested in The Ensign Group Inc (ENSG) in 2025 Q3 at the reported quarter-end price of $172.77 per share.

What's the cost basis of Turtle Creek Asset Management's ENSG stake?

The estimated cost basis for The Ensign Group Inc (ENSG) stake is around $166.99 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$166.98
Weighted AVG sell price:
$185.15

Andrew Brenton's historical trades in The Ensign Group Inc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
4.08%
652,046
$160.30
$104,522,974
+153.56% (+394,886)
+2.47%
2026 Q1
1.94%
257,160
$201.50
$51,817,740
-23.71% (-79,910)
-0.71%
2025 Q4
2.58%
337,070
$174.20
$58,717,594
-26.13% (-119,262)
-0.63%
2025 Q3
2.38%
456,332
$172.77
$78,840,480
new
+2.38%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.