Turtle Creek Asset Management Inc. - Q12026 Holdings

Turtle Creek Asset Management Inc. holds 39 stocks with a total portfolio value of $ 2.67B as of Q12026. In Q12026, Turtle Creek Asset Management Inc. added 2 new positions, increased stakes in 20 stocks, reduced 16 holdings, and fully exited 1 position. The largest holding is Bread Financial Holdings Inc (BFH), representing 6.81% of the total portfolio.