TURTLE CREEK ASSET MANAGEMENT INC.

Fundamental concentrated ★Highest signal CIK 1484148
League rank
#806
in Fundamental concentrated · #6710 overall
Long book
$2.67B
Q1 2026
Positions
39
Top-10 weight
56%
concentration
Last quarter
+7.0%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

TURTLE CREEK ASSET MANAGEMENT INC. is a concentrated fundamental stock-picker, running a $2.67B US long book across 39 positions.

The portfolio is concentrated: the top 10 names carry 56% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BREAD FINANCIAL HOLDINGS INC, COLLIERS INTL GR-SUBORD VOT, CELANESE CORP, FISERV INC, SUNBELT RENTALS HOLDINGS INC.

Over the last 9 quarters its long book ran on average 5.9pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-13.1%
Q2 2024
+10.3%
Q3 2024
-6.8%
Q4 2024
-10.5%
Q1 2025
+5.6%
Q2 2025
-0.7%
Q3 2025
-1.8%
Q4 2025
-2.7%
Q1 2026
+7.0%

Sector allocation

Services media
23%
Industrials
23%
Financials
18%
Real estate
7%
Materials
6%
Healthcare
6%
Technology
6%
Consumer discretionary
6%

Long book by quarter

$4.10B
Q1 2024
$3.88B
Q2 2024
$4.17B
Q3 2024
$3.85B
Q4 2024
$3.56B
Q1 2025
$3.44B
Q2 2025
$3.31B
Q3 2025
$2.27B
Q4 2025
$2.67B
Q1 2026

What does TURTLE CREEK own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BFH BREAD FINANCIAL HOLDINGS INCFinancials2.4M$182.1M6.8%-4.7%
CIGI COLLIERS INTL GR-SUBORD VOTReal estate1.6M$174.6M6.5%+100.9%
CE CELANESE CORPMaterials2.5M$167.6M6.3%+18.1%
FISV FISERV INCServices media2.6M$147.5M5.5%+968.1%
SUNB SUNBELT RENTALS HOLDINGS INCServices media2.2M$143.3M5.4%New
KNSL KINSALE CAPITAL GROUP INCFinancials411.2K$140.5M5.3%+47.6%
FND FLOOR & DECOR HOLDINGS INC-AConsumer discretionary2.8M$140.1M5.2%+41.7%
ATS ATS CORPIndustrials4.9M$138.1M5.2%-13.2%
WSC WILLSCOT HOLDINGS CORPServices media7.9M$136.6M5.1%+27.3%
MIDD MIDDLEBY CORPIndustrials943.5K$125.1M4.7%-15.5%
EEFT EURONET WORLDWIDE INCFinancials1.8M$122.6M4.6%+44.9%
TFII TFI INTERNATIONAL INCIndustrials1.1M$117.6M4.4%-21.3%
IR INGERSOLL-RAND INCIndustrials1.3M$104.3M3.9%-15.0%
WEX WEX INCServices media669.3K$102.4M3.8%+58.5%
SCI SERVICE CORP INTERNATIONALServices media1.2M$95.8M3.6%+12.0%
CCOI COGENT COMMUNICATIONS HOLDINCommunications4.3M$81.9M3.1%+7.7%
SSNC SS&C TECHNOLOGIES HOLDINGSTechnology1.2M$78.1M2.9%+43.0%
VNT VONTIER CORPTechnology2.1M$75.0M2.8%+17.5%
MEDP MEDPACE HOLDINGS INCHealthcare135.6K$65.1M2.4%+4741.8%
BC BRUNSWICK CORPIndustrials788.2K$57.3M2.1%-28.1%
ENSG ENSIGN GROUP INC/THEHealthcare257.2K$51.8M1.9%-23.7%
PNTG PENNANT GROUP INC/THEHealthcare1.6M$48.2M1.8%+12075.6%
GIL GILDAN ACTIVEWEAR INCOther817.8K$45.5M1.7%-24.8%
MGA MAGNA INTERNATIONAL INCIndustrials599.8K$33.5M1.3%-43.4%
ECPG ENCORE CAPITAL GROUP INCFinancials388.2K$27.2M1.0%-60.0%
JELD JELD-WEN HOLDING INCOther16.6M$20.6M0.8%Held
DOO BRP INC/CA- SUB VOTINGIndustrials235.0K$16.9M0.6%-68.1%
BLDR BUILDERS FIRSTSOURCE INCConsumer discretionary95.0K$7.8M0.3%+40.4%
ITT ITT INCIndustrials33.8K$6.4M0.2%+1.5%
BCO BRINK'S CO/THEIndustrials55.5K$5.8M0.2%+82.6%
PATK PATRICK INDUSTRIES INCIndustrials41.9K$4.6M0.2%-9.5%
KNX KNIGHT-SWIFT TRANSPORTATIONIndustrials47.2K$2.7M0.1%-25.9%
FSV FIRSTSERVICE CORPReal estate12.4K$1.7M0.1%New
SYF SYNCHRONY FINANCIALFinancials23.9K$1.6M0.1%-27.5%
WFG WEST FRASER TIMBER CO LTDOther13.8K$898K0.0%-11.0%
TNC TENNANT COIndustrials13.0K$863K0.0%+32.7%
OTEX OPEN TEXT CORPTechnology26.6K$592K0.0%-9.5%
DCBO DOCEBO INCTechnology21.2K$370K0.0%+38.6%
CLW CLEARWATER PAPER CORPOther16.0K$230K0.0%+26.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HR/ARESTATEMENTMay 19, 202639$2.67B canonicalSEC ↗
Q1 202613F-HRMay 15, 202640$3.92B SEC ↗
Q4 202513F-HRFeb 13, 202638$2.27B canonicalSEC ↗
Q3 202513F-HRNov 14, 202541$3.31B canonicalSEC ↗
Q2 202513F-HRAug 14, 202541$3.44B canonicalSEC ↗
Q1 202513F-HRMay 15, 202538$3.56B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202538$3.85B canonicalSEC ↗
Q3 202413F-HRNov 14, 202438$4.17B canonicalSEC ↗
Q2 202413F-HRAug 14, 202439$3.88B canonicalSEC ↗
Q1 202413F-HRMay 15, 202440$4.10B canonicalSEC ↗