TURTLE CREEK ASSET MANAGEMENT INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JELD | 16.63M | $20.62M |
 | ATS | 10.39M | $292.88M |
 | CCOI | 8.25M | $155.48M |
 | WSC | 7.87M | $136.62M |
 | BFH | 4.98M | $372.62M |
 | FND | 4.64M | $235.73M |
 | CE | 4.59M | $301.86M |
 | EEFT | 3.08M | $204.46M |
 | CIGI | 2.43M | $259.39M |
 | IR | 2.30M | $184.06M |
Sunbelt Rentals Holdings Inc | SUNB | 2.20M | $143.28M |
 | VNT | 2.11M | $75.01M |
 | GIL | 1.87M | $104.06M |
 | BC | 1.83M | $133.37M |
 | PNTG | 1.58M | $48.24M |
 | ECPG | 1.32M | $92.45M |
 | SCI | 1.16M | $95.84M |
 | SSNC | 1.16M | $78.11M |
 | TFII | 1.08M | $117.64M |
 | MIDD | 944K | $125.09M |
JELD-WEN Holding, Inc.
JELD
Shares Held
16.63M
Value
$20.62M
ATS Corporation
ATS
Shares Held
10.39M
Value
$292.88M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
8.25M
Value
$155.48M
WillScot Holdings Corporation
WSC
Shares Held
7.87M
Value
$136.62M
Bread Financial Holdings, Inc.
BFH
Shares Held
4.98M
Value
$372.62M
Floor & Decor Holdings, Inc.
FND
Shares Held
4.64M
Value
$235.73M
Celanese Corporation
CE
Shares Held
4.59M
Value
$301.86M
Euronet Worldwide, Inc.
EEFT
Shares Held
3.08M
Value
$204.46M
Colliers International Group Inc.
CIGI
Shares Held
2.43M
Value
$259.39M
Ingersoll Rand Inc.
IR
Shares Held
2.30M
Value
$184.06M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
2.20M
Value
$143.28M
Vontier Corporation
VNT
Shares Held
2.11M
Value
$75.01M
Gildan Activewear Inc.
GIL
Shares Held
1.87M
Value
$104.06M
Brunswick Corporation
BC
Shares Held
1.83M
Value
$133.37M
The Pennant Group, Inc.
PNTG
Shares Held
1.58M
Value
$48.24M
Encore Capital Group, Inc.
ECPG
Shares Held
1.32M
Value
$92.45M
Service Corporation International
SCI
Shares Held
1.16M
Value
$95.84M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.16M
Value
$78.11M
TFI International Inc.
TFII
Shares Held
1.08M
Value
$117.64M
The Middleby Corporation
MIDD
Shares Held
944K
Value
$125.09M