Turtle Creek Asset Management Inc. — 13F holdings

Turtle Creek Asset Management Inc. reported 38 holdings worth $2.56B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FISV FISERV INC — $177M (6.9%)
2. CIGI COLLIERS INTL GROUP INC — $172M (6.7%)
3. FND FLOOR & DECOR HLDGS INC — $167M (6.5%)
4. BFH BREAD FINANCIAL HOLDINGS INC — $142M (5.5%)
5. KNSL KINSALE CAP GROUP INC — $132M (5.1%)
6. WSC WILLSCOT HLDGS CORP — $128M (5.0%)
7. EEFT EURONET WORLDWIDE INC — $124M (4.9%)
8. SUNB SUNBELT RENTALS HOLDINGS INC — $116M (4.5%)
9. IR INGERSOLL RAND INC — $111M (4.3%)
10. CE CELANESE CORP DEL — $105M (4.1%)