Andrew Brenton's Turtle Creek Asset Management bought 861K shares more of Brinks Company (BCO) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 1,551% increase in the share count. Andrew Brenton now holds 916K shares worth about $86.6M, 3.38% of the portfolio against 0.22% a quarter earlier.
What did the 2026 Q2 filing report for BCO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 55.5K | 916K |
| Shares added | +861K (1,551%) | |
| Reported value | $5.8M | $86.6M |
| Portfolio weight | 0.22% | 3.38% |
| Rank in portfolio | 16th of 38 |
How much did Andrew Brenton add to BCO?
Andrew Brenton added 861K shares of BCO during 2026 Q2, taking the stake from 55.5K to 916K. The reported value of the position rose by about $80.8M, from about $5.8M to about $86.6M.
Where does BCO sit in the Andrew Brenton portfolio?
BCO ranks 16th of 38 stock positions in the Andrew Brenton portfolio at 3.38%, above the fund's average stock position of 3%. The BCO addition was the 4th largest of the quarter's 39 position changes by percent change to portfolio. The largest stock position is FISV at 6.9%. Next come CIGI at 6.74% and FND at 6.53%. The three largest stocks together are 20.17% of the book. Across the 2026 Q2 portfolio, Andrew Brenton reported 38 stock positions, with 1 opened and 2 closed. The total portfolio value is about $2.6B, down 4% from the prior quarter.
How long has Andrew Brenton held BCO?
Andrew Brenton first reported BCO in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 83%. Every reported trade is on the Andrew Brenton BCO trade history page.
FAQ
How many BCO shares did Andrew Brenton buy in 2026 Q2?
Andrew Brenton added 861K shares of BCO, a 1,551% increase, to 916K shares.
What is the BCO position of Andrew Brenton worth now?
The BCO position of Andrew Brenton is worth about $86.6M at June 30, 2026 prices, 3.38% of the portfolio.
Is BCO a top holding of Andrew Brenton?
BCO ranks 16th of 38 stock positions in the Andrew Brenton portfolio, at 3.38%.