Turtle Creek Asset Management Inc. Buys Encore Capital Group Inc, CarMax Inc, Sells Alliance Data Systems Corp, Welbilt Inc, Urban Outfitters Inc

Toronto, A6, based Investment company Turtle Creek Asset Management Inc. (Current Portfolio) buys Encore Capital Group Inc, CarMax Inc, sells Alliance Data Systems Corp, Welbilt Inc, Urban Outfitters Inc, F5 Networks Inc, BRP Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Turtle Creek Asset Management Inc.. As of 2021Q1, Turtle Creek Asset Management Inc. owns 26 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Turtle Creek Asset Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/turtle+creek+asset+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Turtle Creek Asset Management Inc.
  1. Berry Global Group Inc (BERY) - 4,995,212 shares, 14.74% of the total portfolio. Shares added by 8.05%
  2. The Middleby Corp (MIDD) - 1,133,473 shares, 9.03% of the total portfolio. Shares reduced by 1.82%
  3. Gildan Activewear Inc (GIL) - 5,401,402 shares, 7.96% of the total portfolio. Shares reduced by 2.19%
  4. SS&C Technologies Holdings Inc (SSNC) - 2,010,115 shares, 6.75% of the total portfolio. Shares added by 10.65%
  5. Magna International Inc (MGA) - 1,344,500 shares, 5.69% of the total portfolio. Shares reduced by 12.68%
New Purchase: Encore Capital Group Inc (ECPG)

Turtle Creek Asset Management Inc. initiated holding in Encore Capital Group Inc. The purchase prices were between $29.7 and $42.3, with an estimated average price of $35.45. The stock is now traded at around $42.480000. The impact to a portfolio due to this purchase was 2.57%. The holding were 1,328,290 shares as of 2021-03-31.

Added: CarMax Inc (KMX)

Turtle Creek Asset Management Inc. added to a holding in CarMax Inc by 34.68%. The purchase prices were between $93.3 and $135.83, with an estimated average price of $121.78. The stock is now traded at around $121.110000. The impact to a portfolio due to this purchase was 0.83%. The holding were 503,918 shares as of 2021-03-31.



Here is the complete portfolio of Turtle Creek Asset Management Inc.. Also check out:

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