StockDriftsStockDriftsTop 39 Turtle Creek Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BFH | BREAD FINANCIAL HOLDINGS INC | 9.5% | 4.98M | $372.6M | +95.01%(+2.42M) | $62.85(+38.05%) | 2026-03-31 | |
| CE | CELANESE | 7.69% | 4.59M | $301.9M | +112.83%(+2.43M) | $70.48(-19.41%) | 2026-03-31 | |
| ATS | ATS CORP | 7.46% | 10.39M | $292.9M | +84.08%(+4.74M) | $32.24(-0.74%) | 2026-03-31 | |
| CIGI | COLLIERS INTERNATIONAL GROUP INC | 6.61% | 2.43M | $259.4M | +198.40%(+1.61M) | $120.35(-23.56%) | 2026-03-31 | |
| FND | FLOOR & DECOR | 6.01% | 4.64M | $235.7M | +138.49%(+2.69M) | $67.68(-35.74%) | 2026-03-31 | |
| EEFT | EURONET WORLDWIDE INC | 5.21% | 3.08M | $204.5M | +141.64%(+1.81M) | $83.26(-20.63%) | 2026-03-31 | |
| IR | INGERSOLL-RAND INC | 4.69% | 2.30M | $184.1M | +50.11%(+766.86K) | $55.95(+25.75%) | 2026-03-31 | |
| FISV | FISERV INC | 4.04% | 2.84M | $158.6M | +1048.24%(+2.59M) | $69.19(-20.04%) | 2026-03-31 | |
| CCOI | COGENT COMMUNICATIONS HOLDINGS | 3.96% | 8.25M | $155.5M | +104.44%(+4.22M) | $35.28(-53.28%) | 2026-03-31 | |
| KNSL | KINSALE CAPITAL GROUP INC | 3.58% | 411.2K | $140.5M | +47.57%(+132.58K) | $411.83(-24.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.23% | +0.70% |
| Top 20 Holdings Unweighted | -0.32% | -0.96% |
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