Andrew Brenton - Turtle Creek Asset Management Portfolio Holdings

As of Jun 30, 2025, the Turtle Creek Asset Management portfolio holdings is valued at approximately $3,444,966,415.00 featuring 41 publicly traded holdings. This in-depth profile highlights the top investments led by ATS CORP (ATS), CELANESE (CE), BREAD FINANCIAL HOLDINGS INC (BFH), MIDDLEBY CORP (MIDD), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Turtle Creek Asset Management's stock portfolio spans 41 holdings across 9 sectors, with a total market value of $3,444,966,415.00. The Consumer Cyclical sector represents the largest allocation, while the top holdings account for nearly 56% of the total portfolio value. ATS CORP remains the single largest position at 7.0% of all equity investments.

Complete Holdings

Showing 41 of 41 holdings.

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# Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
1 ATS CORP ATS Industrials 7.02% 7,590,538 -710,990 -8.56% $241,986,351.00
2 CELANESE CE Basic Materials 6.79% 4,227,765 -277,600 -6.16% $233,922,237.00
3 BREAD FINANCIAL HOLDINGS INC BFH Financial Services 5.96% 3,594,596 -410,151 -10.24% $205,323,324.00
4 MIDDLEBY CORP MIDD Industrials 5.86% 1,402,760 -62,447 -4.26% $201,997,440.00
5 BRUNSWICK CORP BC Consumer Cyclical 5.73% 3,574,617 -191,000 -5.07% $197,461,843.00
6 CARMAX INC KMX Consumer Cyclical 5.25% 2,690,850 +88,600 +3.40% $180,852,029.00
7 TFI INTERNATIONAL INC TFII Industrials 5.02% 1,929,978 -111,200 -5.45% $173,061,127.00
8 FLOOR & DECOR FND Consumer Cyclical 4.98% 2,257,799 +480,443 +27.03% $171,502,412.00
9 COLLIERS INTERNATIONAL GROUP INC CIGI Real Estate 4.74% 1,250,533 -53,350 -4.09% $163,244,578.00
10 INGERSOLL-RAND INC IR Industrials 4.43% 1,834,176 -47,443 -2.52% $152,566,760.00
11 BRP INC. DOOO Consumer Cyclical 4.20% 2,986,371 -630,150 -17.42% $144,749,402.00
12 WILLSCOT HOLDINGS WSC Industrials 4.04% 5,084,997 +927,555 +22.31% $139,328,918.00
13 COGENT COMMUNICATIONS HOLDINGS CCOI Communication Services 3.91% 2,792,711 +2,631,134 +1628.41% $134,636,597.00
14 BORGWARNER INC BWA Consumer Cyclical 3.48% 3,578,489 -621,000 -14.79% $119,807,812.00
15 SERVICE CORP INTERNATIONAL SCI Consumer Cyclical 3.21% 1,359,695 -263,484 -16.23% $110,679,173.00
16 MAGNA INTERNATIONAL INC MGA Consumer Cyclical 2.87% 2,556,802 -144,350 -5.34% $98,718,125.00
17 KINSALE CAPITAL GROUP INC KNSL Financial Services 2.81% 200,254 -60,619 -23.24% $96,902,911.00
18 VONTIER VNT Technology 2.71% 2,525,469 -297,397 -10.54% $93,189,806.00
19 OPEN TEXT CORP OTEX Technology 2.67% 3,154,503 -1,965,550 -38.39% $92,111,488.00
20 SS&C TECHNOLOGIES HOLDINGS INC SSNC Technology 2.39% 996,043 -43,131 -4.15% $82,472,360.00
21 ENCORE CAPITAL GROUP INC ECPG Financial Services 2.29% 2,039,490 -105,615 -4.92% $78,948,658.00
22 GILDAN ACTIVEWEAR INC GIL Consumer Cyclical 2.27% 1,590,755 -149,075 -8.57% $78,328,776.00
23 AMCOR PLC G0250X107 Other 2.24% 8,400,523 +8,400,523 +100.00% $77,200,806.00
24 EURONET WORLDWIDE INC EEFT Technology 2.08% 705,670 -35,479 -4.79% $71,540,825.00
25 JELD-WEN HOLDINGS INC JELD Industrials 1.85% 16,217,610 +888,335 +5.80% $63,573,031.00
26 BUILDERS FIRSTSOURCE INC. BLDR Industrials 0.23% 66,590 +33,650 +102.16% $7,770,387.00
27 PATRICK INDUSTRIES INC PATK Consumer Cyclical 0.21% 78,700 +4,000 +5.35% $7,261,649.00
28 KNIGHT-SWIFT TRANSPORTATION KNX Industrials 0.21% 163,513 -9,750 -5.63% $7,232,180.00
29 ITT INC ITT Industrials 0.14% 31,564 +31,564 +100.00% $4,950,182.00
30 MAGNERA CORPORATION 55939A107 Other 0.11% 314,733 - - $3,801,975.00
31 MEDPACE HLDGS INC MEDP Healthcare 0.10% 11,000 +11,000 +100.00% $3,452,460.00
32 SYNCHRONY FINANCIAL SYF Financial Services 0.06% 28,600 -3,700 -11.46% $1,908,764.00
33 WEST FRASER TIMBER CO. LTD. WFG Basic Materials 0.04% 17,250 +1,200 +7.48% $1,264,425.00
34 SEALED AIR CORP SEE Consumer Cyclical 0.03% 32,040 - - $994,201.00
35 CVS HEALTH CORP CVS Healthcare 0.02% 10,500 -1,687,941 -99.38% $724,290.00
36 TENNANT CO TNC Industrials 0.01% 4,700 +1,800 +62.07% $364,156.00
37 DOCEBO INC DCBO Technology 0.01% 10,200 +4,500 +78.95% $295,188.00
38 CLEARWATER PAPER CORP CLW Basic Materials 0.01% 10,700 +1,000 +10.31% $291,468.00
39 LULU S FASHION LOUNGE LVLU Consumer Cyclical 0.01% 55,000 - - $247,500.00
40 PENNANT GROUP PNTG Healthcare 0.01% 6,500 -2,500 -27.78% $194,025.00
41 PHINIA INC PHIN Consumer Cyclical 0.00% 2,400 +600 +33.33% $106,776.00

Holdings by Sector

Sector Allocation Value
Consumer Cyclical 32.24% $1,110,709,698.00
Industrials 28.82% $992,830,532.00
Financial Services 11.12% $383,083,657.00
Technology 9.86% $339,609,667.00
Basic Materials 6.84% $235,478,130.00
Real Estate 4.74% $163,244,578.00
Communication Services 3.91% $134,636,597.00
Other 2.35% $81,002,781.00
Healthcare 0.13% $4,370,775.00

Portfolio insights

As of Jun 30, 2025, the Turtle Creek Asset Management portfolio holds 41 securities valued at $3,444,966,415.00. The Consumer Cyclical sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.