0000950123-24-002129.txt : 20240214 0000950123-24-002129.hdr.sgml : 20240214 20240214070103 ACCESSION NUMBER: 0000950123-24-002129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Turtle Creek Asset Management Inc. CENTRAL INDEX KEY: 0001484148 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: Z4 FISCAL YEAR END: 1109 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16303 FILM NUMBER: 24632181 BUSINESS ADDRESS: STREET 1: SCOTIA PLAZA STREET 2: 40 KING STREET WEST, SUITE 5100 CITY: TORONTO STATE: A6 ZIP: M5H 3Y2 BUSINESS PHONE: (416) 363-7400 MAIL ADDRESS: STREET 1: SCOTIA PLAZA STREET 2: 40 KING STREET WEST, SUITE 5100 CITY: TORONTO STATE: A6 ZIP: M5H 3Y2 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001484148 XXXXXXXX 12-31-2023 12-31-2023 false TURTLE CREEK ASSET MANAGEMENT INC.
SCOTIA PLAZA 40 KING STREET WEST, SUITE 5100 TORONTO A6 M5H 3Y2
13F HOLDINGS REPORT 028-16303 N
Meaghan Einav General Counsel 416-306-3024 Meaghan Einav Toronto A6 02-14-2024 0 39 3788013173 false
INFORMATION TABLE 2 30024.xml INFORMATION TABLE FOR FORM 13F ATS CORP COM 00217Y104 124602802 2893030 SH SOLE 2893030 0 0 AVIAT NETWORKS COM 05366Y201 189428 5800 SH SOLE 5800 0 0 BERRY GLOBAL GROUP COM 08579W103 268035638 3977380 SH SOLE 3977380 0 0 BORGWARNER INC COM 099724106 114010529 3180210 SH SOLE 3180210 0 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 179620535 5452961 SH SOLE 5452961 0 0 BRP INC. COM 05577W200 7456477 104010 SH SOLE 104010 0 0 BRUNSWICK CORP COM 117043109 167601380 1732314 SH SOLE 1732314 0 0 BUILDERS FIRSTSOURCE INC. COM 12008R107 2143510 12840 SH SOLE 12840 0 0 CARMAX INC COM 143130102 195826820 2551822 SH SOLE 2551822 0 0 CELANESE COM 150870103 90092227 579856 SH SOLE 579856 0 0 COLLIERS INTERNATIONAL GROUP INC COM 194693107 185816508 1468673 SH SOLE 1468673 0 0 CVS HEALTH CORP COM 126650100 134358336 1701600 SH SOLE 1701600 0 0 DISCOVER FINANCIAL SERVICES COM 254709108 163024960 1450400 SH SOLE 1450400 0 0 DOCEBO INC COM 25609L105 29028 600 SH SOLE 600 0 0 ENCORE CAPITAL GROUP INC COM 292554102 103255849 2034598 SH SOLE 2034598 0 0 EURONET WORLDWIDE INC COM 298736109 101492639 1000026 SH SOLE 1000026 0 0 FISERV COM 337738108 1567512 11800 SH SOLE 11800 0 0 FLOOR & DECOR COM 339750101 133419066 1195940 SH SOLE 1195940 0 0 GILDAN ACTIVEWEAR INC COM 375916103 142787132 4319030 SH SOLE 4319030 0 0 INGERSOLL-RAND INC COM 45687V106 162470458 2100730 SH SOLE 2100730 0 0 JELD-WEN HOLDINGS INC COM 47580P103 263374490 13949920 SH SOLE 13949920 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 2459796 24734 SH SOLE 24734 0 0 KNIGHT-SWIFT TRANSPORTATION COM 499049104 10458459 181413 SH SOLE 181413 0 0 LULU S FASHION LOUNGE COM 55003A108 102300 55000 SH SOLE 55000 0 0 MAGNA INTERNATIONAL INC COM 559222401 107776926 1824254 SH SOLE 1824254 0 0 MIDDLEBY CORP COM 596278101 237480135 1613645 SH SOLE 1613645 0 0 OPEN TEXT CORP COM 683715106 144333574 3434878 SH SOLE 3434878 0 0 PENNANT GROUP COM 70805E109 221328 15900 SH SOLE 15900 0 0 PHINIA INC COM 71880K101 205972 6800 SH SOLE 6800 0 0 REVOLVE GROUP INC COM 76156B107 22353504 1348221 SH SOLE 1348221 0 0 SEALED AIR CORP COM 81211K100 5525111 151290 SH SOLE 151290 0 0 SERVICE CORP INTERNATIONAL COM 817565104 153007996 2235325 SH SOLE 2235325 0 0 SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 177575516 2905834 SH SOLE 2905834 0 0 SYNCHRONY FINANCIAL COM 87165B103 815357 21350 SH SOLE 21350 0 0 TENNANT COM 880345103 74152 800 SH SOLE 800 0 0 TFI INTERNATIONAL INC COM 87241L109 186013297 1367946 SH SOLE 1367946 0 0 URBAN OUTFITTERS INC COM 917047102 83778742 2347401 SH SOLE 2347401 0 0 VONTIER COM 928881101 112914133 3268137 SH SOLE 3268137 0 0 WEST FRASER TIMBER CO. LTD. COM 952845105 1741553 20350 SH SOLE 20350 0 0