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Andrew Brenton

Turtle Creek Asset Management

Andrew Brenton Floor & Decor Holdings Inc stake

total: 80

Turtle Creek Asset Management FND trades

Total transactions:
15
New positions:
1
Added:
9
Reduced:
5
Held since:
2022 Q4
Held for:
15 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Andrew Brenton holds 2,817,478 Floor & Decor Holdings Inc (FND) shares with a market value of roughly $167.25M accounting for 6.53% of the overall portfolio. To date, the estimated cost basis is nearly $71.64 for "buy" trades and estimated average "sell" price is $93. Turtle Creek Asset Management first purchased FND in 2022 Q4, initially acquiring about 1.10M shares. Since the initial investment in Floor & Decor Holdings Inc (FND), Turtle Creek Asset Management has made 14 more transactions.

How many FND shares does Andrew Brenton currently hold?

According to 2026 Q2 report, Andrew Brenton holds 2,817,478 shares of Floor & Decor Holdings Inc (FND), valued at around $167.25M.

When did Andrew Brenton buy Floor & Decor Holdings Inc (FND)?

Andrew Brenton first invested in Floor & Decor Holdings Inc (FND) in 2022 Q4 at the reported quarter-end price of $69.63 per share.

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

The estimated cost basis for Floor & Decor Holdings Inc (FND) stake is around $71.64 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$71.64
Weighted AVG sell price:
$93.00

Andrew Brenton's historical trades in Floor & Decor Holdings Inc

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
6.53%
2,817,478
$59.36
$167,245,494
+2.17% (+59,835)
+0.14%
2026 Q1
5.24%
2,757,643
$50.80
$140,088,264
+41.73% (+811,910)
+1.54%
2025 Q4
5.21%
1,945,733
$60.89
$118,475,682
-9.71% (-209,278)
-0.38%
2025 Q3
4.79%
2,155,011
$73.70
$158,824,311
-4.55% (-102,788)
-0.22%
2025 Q2
4.98%
2,257,799
$75.96
$171,502,412
+27.03% (+480,443)
+1.06%
2025 Q1
4.02%
1,777,356
$80.47
$143,023,837
+29.57% (+405,673)
+0.92%
2024 Q4
3.56%
1,371,683
$99.70
$136,756,795
+14.66% (+175,350)
+0.45%
2024 Q3
3.56%
1,196,333
$124.17
$148,548,669
-5.29% (-66,844)
-0.21%
2024 Q2
3.23%
1,263,177
$99.41
$125,572,426
+20.59% (+215,700)
+0.55%
2024 Q1
3.31%
1,047,477
$129.62
$135,773,969
-12.41% (-148,463)
-0.51%
2023 Q4
3.52%
$111.56
-5.07% (-63,820)
2023 Q3
3.26%
$90.50
+12.49% (+139,850)
2023 Q2
3.34%
$103.96
+0.04% (+450)
2023 Q1
3.41%
$98.22
+2.23% (+24,400)
2022 Q4
2.69%
$69.63
new
* 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.