Andrew Brenton's Q1 2026 Portfolio Highlights Major Increases in Financial Services, Technology Stocks
Turtle Creek Asset Management's portfolio saw significant share increases in key sectors during the first quarter of 2026, with notable additions in Financial Services and Technology stocks.
As of March 31, 2026, Andrew Brenton's portfolio managed by Turtle Creek Asset Management showed substantial quarterly increases across several holdings, reflecting significant inflows into key sectors.
Among the most pronounced gains were observed in BREAD FINANCIAL HOLDINGS INC (BFH), which saw its share count increase by an impressive 95.01%. Similarly, CELANESE (CE) experienced an 112.83% surge in its share count during the quarter.
Other notable increases included ATS CORP (ATS) with an 84.08% rise, COLLIERS INTERNATIONAL GROUP INC (CIGI) at 198.4%, FLOOR & DECOR (FND) with 138.49%, EURONET WORLDWIDE INC (EEFT) at 141.64%, INGERSOLL-RAND INC (IR) with 50.11%, FISERV INC (FI) showing an extraordinary 1048.24% increase, and Cogent Communications Holdings (CCOI) at 104.44%. KINSALE CAPITAL GROUP INC (KNSL) also climbed 47.57% during the period.
For detailed insights into Andrew Brenton's investment activities, visit his profile at https://www.insiderset.com/investor/andrew-brenton-turtle-creek-asset-management. You can explore each stock's performance and details here: BREAD FINANCIAL HOLDINGS INC (BFH), CELANESE (CE), ATS CORP (ATS), COLLIERS INTERNATIONAL GROUP INC (CIGI), FLOOR & DECOR (FND), EURONET WORLDWIDE INC (EEFT), INGERSOLL-RAND INC (IR), FISERV INC (FI), COGENT COMMUNICATIONS HOLDINGS (CCOI), and KINSALE CAPITAL GROUP INC (KNSL).