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Turtle Creek Asset Management Inc.
investitor instituțional · portofoliu $2.56 mld. · 38 poziții · raport la 30.06.2026
Poziții în Acțiuni raport pentru 30.06.2026, depus 14.08.2026; modificare — față de 31.03.2026 · 41
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare Trimestrială |
|---|---|---|---|---|
| Fiserv, Inc. US:FISV | 3 601 046 | $177 mil. | 6.90% | +759 145 |
| Colliers International Group… US:CIGI | 1 838 956 | $172 mil. | 6.74% | −587 758 |
| Floor & Decor Holdings Inc US:FND | 2 817 478 | $167 mil. | 6.53% | −1 822 898 |
| Bread Financial Holdings, In… US:BFH | 1 310 339 | $142 mil. | 5.55% | −3 665 168 |
| Kinsale Capital Group Inc US:KNSL | 399 131 | $132 mil. | 5.14% | −12 115 |
| Willscot Mobile Mini Holding… US:WSC | 4 422 753 | $128 mil. | 4.99% | −3 447 286 |
| Euronet Worldwide Inc US:EEFT | 1 699 473 | $124 mil. | 4.86% | −1 381 063 |
| Sunbelt Rentals Holdings, In… US:SUNB | 1 548 907 | $116 mil. | 4.53% | −652 380 |
| Trane Technologies plc US:TT | 1 357 737 | $111 mil. | 4.35% | −939 542 |
| Celanese Corporation US:CE | 2 282 344 | $105 mil. | 4.10% | −2 307 340 |
| The Ensign Group Inc US:ENSG | 652 046 | $105 mil. | 4.08% | +65 017 |
| Wex Inc US:WEX | 728 088 | $103 mil. | 4.01% | +58 753 |
| Vontier Corp US:VNT | 3 541 654 | $103 mil. | 4.01% | +1 427 039 |
| Middleby Corp US:MIDD | 730 564 | $101 mil. | 3.95% | −212 950 |
| ATS Corporation US:ATS | 3 084 567 | $88.8 mil. | 3.47% | −7 301 252 |
| Brinks Company US:BCO | 916 120 | $86.6 mil. | 3.38% | +860 620 |
| Service Corporation Internat… US:SCI | 1 130 526 | $85.9 mil. | 3.35% | −30 970 |
| SS&C Technologies Holdings I… US:SSNC | 1 212 057 | $75.2 mil. | 2.94% | +56 043 |
| Medpace Holdings, Inc. US:MEDP | 136 660 | $72.4 mil. | 2.83% | +1 090 |
| Pennant Group Inc US:PNTG | 1 714 462 | $63.3 mil. | 2.47% | +131 639 |
| Cogent Communications Group… US:CCOI | 4 203 527 | $58.3 mil. | 2.28% | −4 049 317 |
| Gildan Activewear Inc. US:GIL | 1 088 092 | $56.1 mil. | 2.19% | −781 868 |
| Brunswick Corporation US:BC | 663 225 | $55.9 mil. | 2.18% | −1 169 753 |
| Magna International Inc US:MGA | 531 211 | $34.9 mil. | 1.36% | −68 590 |
| TFI International Inc US:TFII | 181 390 | $26.0 mil. | 1.02% | −901 552 |
| Jeld-Wen Holding Inc US:JELD | 16 625 557 | $24.9 mil. | 0.97% | — |
| BRP Inc. US:DOO | 222 220 | $13.6 mil. | 0.53% | −715 886 |
| Patrick Industries Inc US:PATK | 101 850 | $9.14 mil. | 0.36% | +60 000 |
| Builders FirstSource Inc US:BLDR | 96 090 | $8.60 mil. | 0.34% | −66 540 |
| ITT Inc US:ITT | 37 464 | $7.41 mil. | 0.29% | +3 700 |
| FirstService Corp US:FSV | 18 650 | $2.65 mil. | 0.10% | +6 250 |
| Synchrony Financial US:SYF | 24 480 | $1.86 mil. | 0.07% | +590 |
| Docebo Inc US:DCBO | 48 200 | $863 mii | 0.03% | +11 700 |
| Tennant Company US:TNC | 9 600 | $840 mii | 0.03% | −3 400 |
| OPEN TEXT CORP US:OTEX | 26 110 | $578 mii | 0.02% | −500 |
| Clearwater Paper Corporation US:CLW | 26 000 | $408 mii | 0.02% | −2 700 |
| West Fraser Timber Co Ltd US:WFG | 5 750 | $389 mii | 0.02% | −8 000 |
| Gibraltar Industries Inc US:ROCK | 3 000 | $135 mii | 0.01% | nouă |
| BorgWarner Inc US:BWA | 0 (era 397 398) | — | — | vândută |
| Encore Capital Group Inc US:ECPG | 0 (era 1 318 445) | — | — | vândută |
| Knight Transportation Inc US:KNX | 0 (era 47 213) | — | — | vândută |
În companiile din baza noastră de date 3
| Companie | Participație | Acțiuni | Data Raportului |
|---|---|---|---|
| Colliers International Group… | 3.69% | 1 838 956 | 2026-06-30 |
| Bread Financial Holdings, In… | 3.41% | 1 310 339 | 2026-06-30 |
| ATS Corporation | 3.18% | 3 084 567 | 2026-06-30 |
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