Andrew Brenton's Turtle Creek Asset Management bought 395K shares more of The Ensign Group Inc (ENSG) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 154% increase in the share count. Andrew Brenton now holds 652K shares worth about $104.5M, 4.08% of the portfolio against 1.94% a quarter earlier.
What did the 2026 Q2 filing report for ENSG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 257K | 652K |
| Shares added | +395K (154%) | |
| Reported value | $51.8M | $104.5M |
| Portfolio weight | 1.94% | 4.08% |
| Rank in portfolio | 11th of 38 |
How much did Andrew Brenton add to ENSG?
Andrew Brenton added 395K shares of ENSG during 2026 Q2, taking the stake from 257K to 652K. The reported value of the position rose by about $52.7M, from about $51.8M to about $104.5M.
Where does ENSG sit in the Andrew Brenton portfolio?
ENSG ranks 11th of 38 stock positions in the Andrew Brenton portfolio at 4.08%, above the fund's average stock position of 3%. 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. The ENSG addition was the 5th largest of the quarter's 39 position changes by percent change to portfolio. 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 ENSG?
Andrew Brenton first reported ENSG in the quarter ended September 30, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund had cut the position by 24%, so the add reverses the prior move. Every reported trade is on the Andrew Brenton ENSG trade history page.
FAQ
How many ENSG shares did Andrew Brenton buy in 2026 Q2?
Andrew Brenton added 395K shares of ENSG, a 154% increase, to 652K shares.
What is the ENSG position of Andrew Brenton worth now?
The ENSG position of Andrew Brenton is worth about $104.5M at June 30, 2026 prices, 4.08% of the portfolio.
Is ENSG a top holding of Andrew Brenton?
ENSG ranks 11th of 38 stock positions in the Andrew Brenton portfolio, at 4.08%.