account_balance
Investment manager · 13F filer · SEC CIK 1484148
Turtle Creek Asset Management Inc.
Reported value$2.56Bas of Jun 30, 2026
Positions38 1 new, 3 sold out
Top 10 weight53.7%FISV alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FISVFiserv Inc
6.9%Added +27%
CIGIColliers International Group Inc
6.7%Trimmed −24%
FNDFloor & Decor
6.5%Trimmed −39%
BFHBread Financial Holdings Inc
5.5%Trimmed −74%
KNSLKinsale Capital Group Inc
5.1%Trimmed −3%
WSCWillscot Holdings
5.0%Trimmed −44%
EEFTEuronet Worldwide Inc
4.9%Trimmed −45%
SUNBSunbelt Rentals Holdings Inc
4.5%Trimmed −30%
IRIngersoll-rand Inc
4.3%Trimmed −41%
CECelanese
4.1%Trimmed −50%
ENSGEnsign Group Inc
4.1%Added +11%
WEXWex Inc
4.0%Added +9%
FISV6.9%CIGI6.7%FND6.5%
BFHBread Financial Holdings Inc
5.5%Trimmed −74%
KNSLKinsale Capital Group Inc
5.1%Trimmed −3%
WSCWillscot Holdings
5.0%Trimmed −44%
EEFT4.9%SUNB4.5%IR4.3%CE4.1%ENSG4.1%WEX4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FISV Fiserv Inc 6.9% Added +27%CIGI Colliers International Group Inc 6.7% Trimmed −24%FND Floor & Decor 6.5% Trimmed −39%BFH Bread Financial Holdings Inc 5.5% Trimmed −74%KNSL Kinsale Capital Group Inc 5.1% Trimmed −3%WSC Willscot Holdings 5.0% Trimmed −44%EEFT Euronet Worldwide Inc 4.9% Trimmed −45%SUNB Sunbelt Rentals Holdings Inc 4.5% Trimmed −30%IR Ingersoll-rand Inc 4.3% Trimmed −41%CE Celanese 4.1% Trimmed −50%ENSG Ensign Group Inc 4.1% Added +11%WEX Wex Inc 4.0% Added +9%
What changed