Filer Name: TURTLE CREEK ASSET MANAGEMENT INC.
CIK: 1484148
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 38
Portfolio Value: $3.85B

Turtle Creek Asset Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ATS US ATS CORP 8,338,573 $254M 6.61% -6.4% -
MIDD US MIDDLEBY CORP 1,866,359 $253M 6.57% 2.9% -
CE US CELANESE CORP 3,506,440 $243M 6.31% 266.7% -
BFH US BREAD FINANCIAL HOLDINGS INC 3,740,994 $228M 5.94% -18.4% -
KMX US CARMAX INC 2,590,071 $212M 5.51% 2.2% -
BC US BRUNSWICK CORP 2,965,460 $192M 4.99% 19.7% -
CIGI US COLLIERS INTL GR-SUBORD VOT 1,284,723 $175M 4.54% -3.3% -
BERY US BERRY GLOBAL GROUP INC 2,615,849 $169M 4.40% -33.2% -
IR US INGERSOLL-RAND INC 1,728,416 $156M 4.07% -2.0% -
OTEX US OPEN TEXT CORP 5,366,703 $152M 3.95% 2.1% -
DOOO US BRP INC/CA- SUB VOTING 2,970,680 $151M 3.93% 29.0% -
SSNC US SS&C TECHNOLOGIES HOLDINGS 1,953,588 $148M 3.85% -7.0% -
FND US FLOOR & DECOR HOLDINGS INC-A 1,371,683 $137M 3.56% 14.7% -
SCI US SERVICE CORP INTERNATIONAL 1,667,147 $133M 3.46% -15.2% -
TFII US TFI INTERNATIONAL INC 971,426 $131M 3.41% -2.7% -
BWA US BORGWARNER INC 4,078,780 $130M 3.37% 7.0% -
GIL US GILDAN ACTIVEWEAR INC 2,605,480 $123M 3.19% -17.1% -
JELD US JELD-WEN HOLDING INC 14,842,920 $122M 3.16% 7.2% -
WSC US WILLSCOT HOLDINGS CORP 3,594,848 $120M 3.13% 23.9% -
KNSL US KINSALE CAPITAL GROUP INC 244,823 $114M 2.96% -6.3% -
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