Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TURTLE CREEK ASSET MANAGEMENT INC. (CIK 1484148) reported $2.67B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BFH ($182.1M, 6.81%), CIGI ($174.6M, 6.53%), CE ($167.6M, 6.27%), FISV ($147.5M, 5.52%), ($143.3M, 5.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BFH | BREAD FINANCIAL HOLDINGS INC | $182.1M | 6.81% | 2.4M | Trimmed |
| 2 | CIGI | COLLIERS INTERNATIONAL GROUP INC | $174.6M | 6.53% | 1.6M | Added |
| 3 | CE | CELANESE | $167.6M | 6.27% | 2.5M | Added |
| 4 | FISV | FISERV INC | $147.5M | 5.52% | 2.6M | Added |
| 5 | SUNBELT RENTALS HOLDINGS INC | $143.3M | 5.36% | 2.2M | New | |
| 6 | KNSL | KINSALE CAPITAL GROUP INC | $140.5M | 5.26% | 411,246 | Added |
| 7 | FND | FLOOR & DECOR | $140.1M | 5.24% | 2.8M | Added |
| 8 | ATS | ATS CORP | $138.1M | 5.17% | 4.9M | Trimmed |
| 9 | WSC | WILLSCOT HOLDINGS | $136.6M | 5.11% | 7.9M | Added |
| 10 | MIDD | MIDDLEBY CORP | $125.1M | 4.68% | 943,514 | Trimmed |
| 11 | EEFT | EURONET WORLDWIDE INC | $122.6M | 4.59% | 1.8M | Added |
| 12 | TFII | TFI INTERNATIONAL INC | $117.6M | 4.40% | 1.1M | Trimmed |
| 13 | IR | INGERSOLL-RAND INC | $104.3M | 3.90% | 1.3M | Trimmed |
| 14 | WEX | WEX INC | $102.4M | 3.83% | 669,335 | Added |
| 15 | SCI | SERVICE CORP INTERNATIONAL | $95.8M | 3.59% | 1.2M | Added |
| 16 | CCOI | COGENT COMMUNICATIONS HOLDINGS | $81.9M | 3.07% | 4.3M | Added |
| 17 | SSNC | SS&C TECHNOLOGIES HOLDINGS INC | $78.1M | 2.92% | 1.2M | Added |
| 18 | VNT | VONTIER | $75.0M | 2.81% | 2.1M | Added |
| 19 | MEDP | MEDPACE HLDGS INC | $65.1M | 2.44% | 135,570 | Added |
| 20 | BC | BRUNSWICK CORP | $57.3M | 2.15% | 788,155 | Trimmed |
| 21 | ENSG | ENSIGN GROUP INC | $51.8M | 1.94% | 257,160 | Trimmed |
| 22 | PNTG | PENNANT GROUP | $48.2M | 1.80% | 1.6M | Added |
| 23 | GIL | GILDAN ACTIVEWEAR INC | $45.5M | 1.70% | 817,805 | Trimmed |
| 24 | MGA | MAGNA INTERNATIONAL INC | $33.5M | 1.25% | 599,801 | Trimmed |
| 25 | ECPG | ENCORE CAPITAL GROUP INC | $27.2M | 1.02% | 388,213 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31