Institutions / Turtle Creek Asset Management Inc.
Turtle Creek Asset Management Inc.
CIK 1484148 · Institution · as of Dec 31, 2025
Portfolio value
$2.27B
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| Bread Financial Holdings Inc | $188.88M | 8.3% |
| Middleby Corp | $166.06M | 7.3% |
| ATS Corp /ATS | $155.38M | 6.8% |
| Tfi International Inc | $142.13M | 6.3% |
| Ingersoll-Rand Inc | $121.24M | 5.3% |
| Colliers International Group Inc | $119.55M | 5.3% |
| Floor & Decor Holdings Inc | $118.48M | 5.2% |
| WillScot Holdings Corp | $116.44M | 5.1% |
| Kinsale Capital Group, Inc. | $108.99M | 4.8% |
| Euronet Worldwide Inc | $97.03M | 4.3% |
| Celanese Corp | $91.18M | 4.0% |
| Cogent Communications Holdings, Inc. | $87.03M | 3.8% |
| Brunswick Corp | $81.42M | 3.6% |
| Service Corp International | $80.88M | 3.6% |
| SS&C Technologies Holdings, Inc. | $70.68M | 3.1% |
| Gildan Activewear Inc | $67.90M | 3.0% |
| Vontier Corp | $66.94M | 2.9% |
| WEX Inc | $62.93M | 2.8% |
| Ensign Group Inc/The | $58.72M | 2.6% |
| Magna International Inc | $56.44M | 2.5% |
| Encore Capital Group Inc | $52.75M | 2.3% |
| Brp Inc. | $52.19M | 2.3% |
| JELD-WEN Holding, Inc. | $40.90M | 1.8% |
| Borgwarner Inc | $19.02M | 0.8% |
| Fiserv Inc | $16.62M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.