Turtle Creek Asset Management

Latest statistics and disclosures from Turtle Creek Asset Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Turtle Creek Asset Management

Companies in the Turtle Creek Asset Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berry Plastics 18.85 6.58M +16% 33.71
BorgWarner (BWA) 8.14 3.93M +85% 24.37
Ss&c Technologies Holding 7.57 2.03M -11% 43.82
Tfii Cn 6.97 3.71M NEW 22.09
Ingersoll Rand Inc Com stock 6.88 3.26M NEW 24.80
Middleby Corporation (MIDD) 6.83 1.41M +33% 56.88
Urban Outfitters (URBN) 6.52 5.39M +79% 14.24
Open Text Corp Com 5.60 1.89M -19% 34.92
Magna Intl Inc cl a 5.47 2.02M +40% 31.92
Gildan Activewear Inc Com Cad 5.45 5.02M +28% 12.76
Pra 5.32 2.26M -24% 27.72
Discover Financial Services (DFS) 4.66 1.54M +156% 35.67
Alliance Data Systems Corporation (ADS) 3.71 1.30M +183% 33.65
Service Corporation International (SCI) 3.33 1.00M -32% 39.11
CarMax (KMX) 2.37 517868 +24% 53.83
Knight Swift Transn Hldgs Inc 1.09 389577 -61% 32.80
Prestige Brands Holdings (PBH) 0.28 90650 +7% 36.68
F5 Networks (FFIV) 0.24 26700 +48% 106.63
A. O. Smith Corporation (AOS) 0.18 55593 +18% 37.81
Flowserve Corporation (FLS) 0.17 84450 +402% 23.90
Hd Supply 0.14 56100 -4% 28.43
Polaris Industries (PII) 0.12 29500 +44% 48.14
TJX Companies (TJX) 0.08 18538 +7% 47.79
Brp 0.05 36800 +951% 16.39

Past Filings by Turtle Creek Asset Management

View past SEC 13F filings by Turtle Creek Asset Management

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