Turtle Creek Asset Management Inc.
Q2 2026 13F filing
Updated 27 days ago38 disclosed positions worth $2.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FISV FISERV INC | $176.6M | 3.60M | 6.90% | — |
| 2 | C CIGI COLLIERS INTERNATIONAL GROUP INC | $172.5M | 1.84M | 6.74% | — |
| 3 | F FND FLOOR & DECOR | $167.2M | 2.82M | 6.53% | — |
| 4 | B BFH-PB BREAD FINANCIAL HOLDINGS INC | $142M | 1.31M | 5.55% | — |
| 5 | K KNSL KINSALE CAPITAL GROUP INC | $131.6M | 399.1K | 5.14% | — |
| 6 | W WSC WILLSCOT HOLDINGS | $127.6M | 4.42M | 4.99% | — |
| 7 | E ETSY EURONET WORLDWIDE INC | $124.4M | 1.70M | 4.86% | — |
| 8 | S SUNB SUNBELT RENTALS HOLDINGS INC | $115.9M | 1.55M | 4.53% | — |
| 9 | I IR INGERSOLL-RAND INC | $111.3M | 1.36M | 4.35% | — |
| 10 | C CE CELANESE | $105M | 2.28M | 4.10% | — |
| 11 | E ENSG ENSIGN GROUP INC | $104.5M | 652.0K | 4.08% | — |
| 12 | W WEST WEX INC | $102.7M | 728.1K | 4.01% | — |
| 13 | V VNT VONTIER | $102.7M | 3.54M | 4.01% | — |
| 14 | M MIDD MIDDLEBY CORP | $101.1M | 730.6K | 3.95% | — |
| 15 | A AZZ ATS CORP | $88.8M | 3.08M | 3.47% | — |
| 16 | B BCO BRINK'S COMPANY | $86.6M | 916.1K | 3.38% | — |
| 17 | S SCI SERVICE CORP INTERNATIONAL | $85.9M | 1.13M | 3.35% | — |
| 18 | S SSNC SS&C TECHNOLOGIES HOLDINGS INC | $75.2M | 1.21M | 2.94% | — |
| 19 | M MEDP MEDPACE HLDGS INC | $72.4M | 136.7K | 2.83% | — |
| 20 | P PNTG PENNANT GROUP | $63.3M | 1.71M | 2.47% | — |
| 21 | C CCOI COGENT COMMUNICATIONS HOLDINGS | $58.3M | 4.20M | 2.28% | — |
| 22 | G GIL GILDAN ACTIVEWEAR INC | $56.1M | 1.09M | 2.19% | — |
| 23 | B BC-PC BRUNSWICK CORP | $55.9M | 663.2K | 2.18% | — |
| 24 | M MGA MAGNA INTERNATIONAL INC | $34.9M | 531.2K | 1.36% | — |
| 25 | T TFII TFI INTERNATIONAL INC | $26M | 181.4K | 1.02% | — |
| 26 | J JELD JELD-WEN HOLDINGS INC | $24.9M | 16.63M | 0.97% | — |
| 27 | ? N/A BRP INC. | $13.6M | 222.2K | 0.53% | — |
| 28 | P PATK PATRICK INDUSTRIES INC | $9.1M | 101.8K | 0.36% | — |
| 29 | B BLDR BUILDERS FIRSTSOURCE INC. | $8.6M | 96.1K | 0.34% | — |
| 30 | ? N/A ITT INC | $7.4M | 37.5K | 0.29% | — |
| 31 | F FSV FIRSTSERVICE CORP | $2.7M | 18.6K | 0.10% | — |
| 32 | S SYF-PB SYNCHRONY FINANCIAL | $1.9M | 24.5K | 0.07% | — |
| 33 | D DCBO DOCEBO INC | $863K | 48.2K | 0.03% | — |
| 34 | T TNC TENNANT CO | $840K | 9.6K | 0.03% | — |
| 35 | O OTEX OPEN TEXT CORP | $578K | 26.1K | 0.02% | — |
| 36 | C CLW CLEARWATER PAPER CORP | $408K | 26.0K | 0.02% | — |
| 37 | W WFG WEST FRASER TIMBER CO. LTD. | $389K | 5.8K | 0.02% | — |
| 38 | G GTY GIBRALTAR INDUSTRIES INC | $135K | 3.0K | 0.01% | — |