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Turtle Creek Asset Management Inc. 13F holdings

Filed 2026-08-14 · Turtle Creek Asset Management Inc. · 38 positions · $2.6B

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TickerCompanySharesValue% of portfolio
FISVFISERV INC3.6M$176.6M6.9%
CIGICOLLIERS INTERNATIONAL GROUP INC1.8M$172.5M6.7%
FNDFLOOR & DECOR2.8M$167.2M6.5%
BFHBREAD FINANCIAL HOLDINGS INC1.3M$142.0M5.5%
KNSLKINSALE CAPITAL GROUP INC399.1K$131.6M5.1%
WSCWILLSCOT HOLDINGS4.4M$127.6M5.0%
EEFTEURONET WORLDWIDE INC1.7M$124.4M4.9%
SUNBSUNBELT RENTALS HOLDINGS INC1.5M$115.9M4.5%
IRINGERSOLL-RAND INC1.4M$111.3M4.3%
CECELANESE2.3M$105.0M4.1%
ENSGENSIGN GROUP INC652.0K$104.5M4.1%
WEXWEX INC728.1K$102.7M4.0%
VNTVONTIER3.5M$102.7M4.0%
MIDDMIDDLEBY CORP730.6K$101.1M3.9%
ATSATS CORP3.1M$88.8M3.5%
BCOBRINK'S COMPANY916.1K$86.6M3.4%
SCISERVICE CORP INTERNATIONAL1.1M$85.9M3.4%
SSNCSS&C TECHNOLOGIES HOLDINGS INC1.2M$75.2M2.9%
MEDPMEDPACE HLDGS INC136.7K$72.4M2.8%
PNTGPENNANT GROUP1.7M$63.3M2.5%
CCOICOGENT COMMUNICATIONS HOLDINGS4.2M$58.3M2.3%
GILGILDAN ACTIVEWEAR INC1.1M$56.1M2.2%
BCBRUNSWICK CORP663.2K$55.9M2.2%
MGAMAGNA INTERNATIONAL INC531.2K$34.9M1.4%
TFIITFI INTERNATIONAL INC181.4K$26.0M1.0%
JELDJELD-WEN HOLDINGS INC16.6M$24.9M1.0%
DOOBRP INC.222.2K$13.6M0.5%
PATKPATRICK INDUSTRIES INC101.8K$9.1M0.4%
BLDRBUILDERS FIRSTSOURCE INC.96.1K$8.6M0.3%
ITTITT INC37.5K$7.4M0.3%
FSVFIRSTSERVICE CORP18.6K$2.7M0.1%
SYFSYNCHRONY FINANCIAL24.5K$1.9M0.1%
DCBODOCEBO INC48.2K$862,7800.0%
TNCTENNANT CO9.6K$840,3840.0%
OTEXOPEN TEXT CORP26.1K$578,3370.0%
CLWCLEARWATER PAPER CORP26.0K$407,6800.0%
WFGWEST FRASER TIMBER CO. LTD.5.8K$389,2180.0%
ROCKGIBRALTAR INDUSTRIES INC3.0K$135,3000.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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