TURTLE CREEK ASSET MANAGEMENT INC.: 13F holdings
CIK 14841482026Q2
| Positions | 38 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 38 (-1 vs prior quarter) |
|---|
| Reported value | $2.6bn (-4.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FISV FISERV INC | 3,601,046 | $176.6m | 6.9% |
| CIGI COLLIERS INTERNATIONAL GROUP INC | 1,838,956 | $172.5m | 6.7% |
| FND FLOOR & DECOR | 2,817,478 | $167.2m | 6.5% |
| BFH BREAD FINANCIAL HOLDINGS INC | 1,310,339 | $142.0m | 5.5% |
| KNSL KINSALE CAPITAL GROUP INC | 399,131 | $131.6m | 5.1% |
| WSC WILLSCOT HOLDINGS | 4,422,753 | $127.6m | 5.0% |
| EEFT EURONET WORLDWIDE INC | 1,699,473 | $124.4m | 4.9% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 1,548,907 | $115.9m | 4.5% |
| IR INGERSOLL-RAND INC | 1,357,737 | $111.3m | 4.3% |
| CE CELANESE | 2,282,344 | $105.0m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484148")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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