Turtle Creek Asset Management Inc. - Net Worth and Insider Trading
Turtle Creek Asset Management Inc. Net Worth
The estimated net worth of Turtle Creek Asset Management Inc. is at least $478 Million dollars as of 2024-04-27. Turtle Creek Asset Management Inc. is the 10% Owner of JELD-WEN Holding Inc and owns about 13,842,920 shares of JELD-WEN Holding Inc (JELD) stock worth over $296 Million. Turtle Creek Asset Management Inc. is also the 10% Owner of Bread Financial Holdings Inc and owns about 4,927,961 shares of Bread Financial Holdings Inc (BFH) stock worth over $182 Million. Details can be seen in Turtle Creek Asset Management Inc.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Turtle Creek Asset Management Inc. has not made any transactions after 2024-02-12 and currently still holds the listed stock(s).
Transaction Summary of Turtle Creek Asset Management Inc.
Turtle Creek Asset Management Inc. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Turtle Creek Asset Management Inc. owns 2 companies in total, including JELD-WEN Holding Inc (JELD) , and Bread Financial Holdings Inc (BFH) .
Insider Ownership Summary of Turtle Creek Asset Management Inc.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| JELD | JELD-WEN Holding Inc | 2024-02-12 | 10 percent owner |
| BFH | Bread Financial Holdings Inc | 2024-01-29 | 10 percent owner |
Turtle Creek Asset Management Inc. Latest Holdings Summary
Turtle Creek Asset Management Inc. currently owns a total of 2 stocks. Among these stocks, Turtle Creek Asset Management Inc. owns 13,842,920 shares of JELD-WEN Holding Inc (JELD) as of February 12, 2024, with a value of $296 Million and a weighting of 61.92%. Turtle Creek Asset Management Inc. also owns 4,927,961 shares of Bread Financial Holdings Inc (BFH) as of January 29, 2024, with a value of $182 Million and a weighting of 38.08%.
Latest Holdings of Turtle Creek Asset Management Inc.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| JELD | JELD-WEN Holding Inc | 2024-02-12 | 13,842,920 | 21.40 | 296,238,488 |
| BFH | Bread Financial Holdings Inc | 2024-01-29 | 4,927,961 | 36.97 | 182,186,718 |
Holding Weightings of Turtle Creek Asset Management Inc.
Turtle Creek Asset Management Inc. Form 4 Trading Tracker
According to the SEC Form 4 filings, Turtle Creek Asset Management Inc. has made a total of 24 transactions in JELD-WEN Holding Inc (JELD) over the past 5 years, including 23 buys and 1 sells. The most-recent trade in JELD-WEN Holding Inc is the sale of 107,000 shares on February 12, 2024, which brought Turtle Creek Asset Management Inc. around $2 Million.
According to the SEC Form 4 filings, Turtle Creek Asset Management Inc. has made a total of 19 transactions in Bread Financial Holdings Inc (BFH) over the past 5 years, including 6 buys and 13 sells. The most-recent trade in Bread Financial Holdings Inc is the sale of 45,000 shares on January 29, 2024, which brought Turtle Creek Asset Management Inc. around $2 Million.
Insider Trading History of Turtle Creek Asset Management Inc.
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Turtle Creek Asset Management Inc. Trading Performance
GuruFocus tracks the stock performance after each of Turtle Creek Asset Management Inc.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Turtle Creek Asset Management Inc. is 4.43%. GuruFocus also compares Turtle Creek Asset Management Inc.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Turtle Creek Asset Management Inc. within 3 months outperforms 14 times out of 29 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Turtle Creek Asset Management Inc.'s insider trading performs compared to the benchmark.
Performance of Turtle Creek Asset Management Inc.
Average Return
10.85%
Outperforming Transactions
65%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.18 | 4.43 | -3.82 | 10.85 | -3 | |
| Relative Return to S&P 500(%) | -0.85 | 5.42 | -4.47 | 4.12 | -10.89 |
Turtle Creek Asset Management Inc. Ownership Network
Ownership Network List of Turtle Creek Asset Management Inc.
Ownership Network Relation of Turtle Creek Asset Management Inc.
Turtle Creek Asset Management Inc. Owned Company Details
What does JELD-WEN Holding Inc do?
Who are the key executives at JELD-WEN Holding Inc?
Turtle Creek Asset Management Inc. is the 10 percent owner of JELD-WEN Holding Inc. Other key executives at JELD-WEN Holding Inc include EVP & CHRO Wendy A. Livingston , EVP & GC & Corp Sec James S Hayes , and EVP & Human Resources Timothy Craven .
JELD-WEN Holding Inc (JELD) Insider Trades Summary
Over the past 18 months, Turtle Creek Asset Management Inc. made 7 insider transaction in JELD-WEN Holding Inc (JELD) with a net purchase of 229,900. Other recent insider transactions involving JELD-WEN Holding Inc (JELD) include a net sale of 38,951 shares made by Timothy Craven , a net sale of 3,844 shares made by John Krause ,
In summary, during the past 3 months, insiders sold 107,000 shares of JELD-WEN Holding Inc (JELD) in total and bought 0 shares, with a net sale of 107,000 shares. During the past 18 months, 149,795 shares of JELD-WEN Holding Inc (JELD) were sold and 336,900 shares were bought by its insiders, resulting in a net purchase of 187,105 shares.
JELD-WEN Holding Inc (JELD)'s detailed insider trading history can be found in Insider Trading Tracker table.
JELD-WEN Holding Inc Insider Transactions
Turtle Creek Asset Management Inc. Mailing Address
Above is the net worth, insider trading, and ownership report for Turtle Creek Asset Management Inc.. You might contact Turtle Creek Asset Management Inc. via mailing address: Scotia Plaza, 40 King Street West, Suite 5100, Toronto A6 M5h 3y2.
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