Turtle Creek Asset Management Inc.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC | 0 | 2,201,287 | +2,201,287 | 0 | 143,281,771 | +143,281,771 |
| FISERV INC | 0 | 2,643,668 | +2,643,668 | 0 | 147,516,674 | +147,516,674 |
| CELANESE | 0 | 2,547,744 | +2,547,744 | 0 | 167,565,123 | +167,565,123 |
| MEDPACE HLDGS INC | 0 | 135,570 | +135,570 | 0 | 65,099,358 | +65,099,358 |
| COLLIERS INTERNATIONAL GROUP INC | 0 | 1,633,556 | +1,633,556 | 0 | 174,610,801 | +174,610,801 |
| PENNANT GROUP | 0 | 1,582,823 | +1,582,823 | 0 | 48,244,445 | +48,244,445 |
| WEX INC | 0 | 669,335 | +669,335 | 0 | 102,435,028 | +102,435,028 |
| KINSALE CAPITAL GROUP INC | 0 | 411,246 | +411,246 | 0 | 140,506,308 | +140,506,308 |
| EURONET WORLDWIDE INC | 0 | 1,847,040 | +1,847,040 | 0 | 122,588,045 | +122,588,045 |
| FLOOR & DECOR | 0 | 2,757,643 | +2,757,643 | 0 | 140,088,264 | +140,088,264 |
| WILLSCOT HOLDINGS | 0 | 7,870,039 | +7,870,039 | 0 | 136,623,877 | +136,623,877 |
| SERVICE CORP INTERNATIONAL | 0 | 1,161,496 | +1,161,496 | 0 | 95,835,035 | +95,835,035 |
| VONTIER | 0 | 2,114,615 | +2,114,615 | 0 | 75,005,394 | +75,005,394 |
| SS&C TECHNOLOGIES HOLDINGS INC | 0 | 1,156,014 | +1,156,014 | 0 | 78,111,866 | +78,111,866 |
| BRINK'S COMPANY | 0 | 55,500 | +55,500 | 0 | 5,751,465 | +5,751,465 |
| FIRSTSERVICE CORP | 0 | 12,400 | +12,400 | 0 | 1,722,856 | +1,722,856 |
| BUILDERS FIRSTSOURCE INC. | 0 | 94,990 | +94,990 | 0 | 7,820,527 | +7,820,527 |
| ITT INC | 0 | 33,764 | +33,764 | 0 | 6,433,055 | +6,433,055 |
| TENNANT CO | 0 | 13,000 | +13,000 | 0 | 863,200 | +863,200 |
| DOCEBO INC | 0 | 21,200 | +21,200 | 0 | 370,364 | +370,364 |
| CLEARWATER PAPER CORP | 0 | 16,000 | +16,000 | 0 | 230,080 | +230,080 |
| WEST FRASER TIMBER CO. LTD. | 0 | 13,750 | +13,750 | 0 | 897,738 | +897,738 |
| OPEN TEXT CORP | 0 | 26,610 | +26,610 | 0 | 591,806 | +591,806 |
| PATRICK INDUSTRIES INC | 0 | 41,850 | +41,850 | 0 | 4,648,280 | +4,648,280 |
| KNIGHT-SWIFT TRANSPORTATION | 0 | 47,213 | +47,213 | 0 | 2,718,525 | +2,718,525 |
| SYNCHRONY FINANCIAL | 0 | 23,890 | +23,890 | 0 | 1,624,998 | +1,624,998 |
| COGENT COMMUNICATIONS HOLDINGS | 0 | 4,348,897 | +4,348,897 | 0 | 81,933,219 | +81,933,219 |
| BREAD FINANCIAL HOLDINGS INC | 0 | 2,431,102 | +2,431,102 | 0 | 182,065,229 | +182,065,229 |
| ENSIGN GROUP INC | 0 | 257,160 | +257,160 | 0 | 51,817,740 | +51,817,740 |
| INGERSOLL-RAND INC | 0 | 1,301,517 | +1,301,517 | 0 | 104,277,542 | +104,277,542 |
| ATS CORP | 0 | 4,896,669 | +4,896,669 | 0 | 138,086,066 | +138,086,066 |
| BORGWARNER INC | 0 | 0 | 0 | 0 | 0 | 0 |
| JELD-WEN HOLDINGS INC | 0 | 16,625,557 | +16,625,557 | 0 | 20,615,691 | +20,615,691 |
| GILDAN ACTIVEWEAR INC | 0 | 817,805 | +817,805 | 0 | 45,510,848 | +45,510,848 |
| MAGNA INTERNATIONAL INC | 0 | 599,801 | +599,801 | 0 | 33,474,894 | +33,474,894 |
| BRUNSWICK CORP | 0 | 788,155 | +788,155 | 0 | 57,346,158 | +57,346,158 |
| TFI INTERNATIONAL INC | 0 | 1,082,942 | +1,082,942 | 0 | 117,639,989 | +117,639,989 |
| ENCORE CAPITAL GROUP INC | 0 | 388,213 | +388,213 | 0 | 27,221,496 | +27,221,496 |
| BRP INC. | 0 | 235,010 | +235,010 | 0 | 16,876,068 | +16,876,068 |
| MIDDLEBY CORP | 0 | 943,514 | +943,514 | 0 | 125,091,086 | +125,091,086 |