Andrew Brenton profile

Turtle Creek Asset Management Inc. (Andrew Brenton)

Basic Stats

Market Value

3.79B

Top 10 (%)

53.44%

Portfolio Size

39 (0)

Avg. Holding Period

13 years

Turnover

0.00%

Industry Breakdown

Plastics Products, Nec

7.08%

Millwood, Veneer, Plywood, & Structural Wood Members

6.95%

Refrigeration & Service Industry Machinery

6.27%

Motor Vehicle Parts & Accessories

5.86%

Retail-auto Dealers & Gasoline Stations

5.17%

Trucking & Courier Services (no Air)

4.91%

Real Estate

4.91%

Services-business Services, Nec

4.74%

Services-prepackaged Software

4.69%

Engines & Turbines

4.42%

$3.66BMarket Value
BERY
JELD
MIDD
KMX
TFII
CIGI
BFH
SSNC
BC
DFS
IR
SCI
OTEX
GIL
CVS
FND
BWA
VNT
MGA
ECPG
EEFT
CE
URBN
RVLV
KNX
Other
Berry Global Group Website

Berry Global Group

BERY268.04M7.08%3.98M

-15.16%

-710.45K$67.393.44%
Jeld-wen Holdings Inc Website

Jeld-wen Holdings Inc

JELD263.37M6.95%13.95M

$18.8816.38%
Middleby Corp Website

Middleby Corp

MIDD237.48M6.27%1.61M

6.93%

104.63K$147.173.01%
Carmax Inc Website

Carmax Inc

KMX195.83M5.17%2.55M

3.89%

95.66K$76.741.61%
Tfi International Inc Website

Tfi International Inc

TFII186.01M4.91%1.37M

4.17%

54.79K$135.981.57%
Colliers International Group Inc Website

Colliers International Group Inc

CIGI185.82M4.91%1.47M

7.66%

104.55K$126.523.11%
Bread Financial Holdings Inc Website

Bread Financial Holdings Inc

BFH179.62M4.74%5.45M

-5.95%

-345K$32.9410.93%
Ss&c Technologies Holdings Inc Website

Ss&c Technologies Holdings Inc

SSNC177.58M4.69%2.91M

2.00%

56.89K$61.111.18%
Brunswick Corp Website

Brunswick Corp

BC167.60M4.42%1.73M

2.98%

50.06K$96.752.46%
Discover Financial Services Website

Discover Financial Services

DFS163.02M4.30%1.45M

-10.32%

-166.90K$112.400.58%
Ingersoll-rand Inc Website

Ingersoll-rand Inc

IR162.47M4.29%2.10M

-12.21%

-292.30K$77.340.52%
Service Corp International Website

Service Corp International

SCI153.01M4.04%2.24M

-6.69%

-160.15K$68.451.52%
Open Text Corp Website

Open Text Corp

OTEX144.33M3.81%3.43M

-4.91%

-177.47K$42.021.26%
Gildan Activewear Inc Website

Gildan Activewear Inc

GIL142.79M3.77%4.32M

-24.52%

-1.40M$33.062.47%
Cvs Health Corp Website

Cvs Health Corp

CVS134.36M3.55%1.70M

-6.84%

-124.95K$78.960.13%

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