- Portfolio
- Activity
Andrew Brenton Holdings Activity
Turtle Creek Asset Management Portfolio 13F
Turtle Creek Asset Management has disclosed a total of 39 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 15, bought 1 totally new and decreased the number of shares of 23 position(s).
What stocks is Andrew Brenton buying now?
In the recent quarter Andrew Brenton has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (DOOO) BRP INC/CA- SUB VOTING (added shares +2044.05%), (KNSL) KINSALE CAPITAL GROUP INC (new buy), (BWA) BORGWARNER INC (added shares +36.56%), (ATS) ATS CORP (added shares +33.97%) and (BC) BRUNSWICK CORP (added shares +10.48%).
What does Andrew Brenton invest in?
Andrew Brenton's top 5 holdings (by % of portfolio) are (JELD) JELD-WEN HOLDING INC (7.17%), (BERY) BERRY GLOBAL GROUP INC (6.28%), (MIDD) MIDDLEBY CORP (6.12%), (KMX) CARMAX INC (5.38%) and (BC) BRUNSWICK CORP (4.51%).
In the latest report(s) the following changes have been made to the top investments: (JELD) JELD-WEN HOLDING INC (reduced shares -0.77%), (BERY) BERRY GLOBAL GROUP INC (added shares +6.99%), (MIDD) MIDDLEBY CORP (reduced shares -3.31%), (KMX) CARMAX INC (reduced shares -0.87%) and (BC) BRUNSWICK CORP (added shares +10.48%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.