Andrew Brenton's Turtle Creek Asset Management bought 1.43M shares more of Vontier Corp (VNT) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 67% increase in the share count. Andrew Brenton now holds 3.54M shares worth about $102.7M, 4.01% of the portfolio against 2.81% a quarter earlier.
What did the 2026 Q2 filing report for VNT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.11M | 3.54M |
| Shares added | +1.43M (67%) | |
| Reported value | $75M | $102.7M |
| Portfolio weight | 2.81% | 4.01% |
| Rank in portfolio | 13th of 38 |
How much did Andrew Brenton add to VNT?
Andrew Brenton added 1.43M shares of VNT during 2026 Q2, taking the stake from 2.11M to 3.54M. The reported value of the position rose by about $27.7M, from about $75M to about $102.7M.
Where does VNT sit in the Andrew Brenton portfolio?
VNT ranks 13th of 38 stock positions in the Andrew Brenton portfolio at 4.01%, above the fund's average stock position of 3%. The VNT addition was the 9th 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 VNT?
Andrew Brenton first reported VNT in the quarter ended December 31, 2022. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 17%. Every reported trade is on the Andrew Brenton VNT trade history page.
FAQ
How many VNT shares did Andrew Brenton buy in 2026 Q2?
Andrew Brenton added 1.43M shares of VNT, a 67% increase, to 3.54M shares.
What is the VNT position of Andrew Brenton worth now?
The VNT position of Andrew Brenton is worth about $102.7M at June 30, 2026 prices, 4.01% of the portfolio.
Is VNT a top holding of Andrew Brenton?
VNT ranks 13th of 38 stock positions in the Andrew Brenton portfolio, at 4.01%.