Turtle Creek Asset Management Inc.

**Turtle Creek Asset Management Inc.** manages $2.3B across a concentrated portfolio of 38 positions. The fund exhibits significant conviction in its top holdings, notably allocating $188.9M to BFH and $166.1M to MIDD. Further substantial exposure includes ATS ($155.4M) and TFII ($142.1M). This structure suggests a focused, high-conviction approach across its core investments.

📌 Top Holdings