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Turtle Creek Reports Q1 Loss and Active Rebalancing of Its Equity Fund

The firm says higher energy costs tied to the Iran conflict plus rapid AI-driven sector shifts forced trades that highlight value in select industrial, real-estate and healthcare names.

Overview

  • Turtle Creek disclosed in its Q1 2026 investor letter Thursday that the Turtle Creek Equity Fund returned -4.8% and that it increased rebalancing as volatility rose during the quarter.
  • The firm significantly added to Colliers after the stock fell roughly 30%, making it a top-five holding while citing expected mid‑teens EPS growth and a recent European engineering acquisition and noting CEO Jay Hennick bought about $16 million of stock.
  • Turtle Creek said Celanese delivered weaker-than-expected EBITDA and EPS but continued to generate strong free cash flow and gains from disproportionately using low-cost U.S. natural gas, and noted hedge-fund ownership in the company rose quarter to quarter.
  • The letter flagged signs of demand recovery at Ingersoll Rand, reporting a book-to-bill ratio above one and positive organic order growth in three of the last four quarters, which the firm views as an industrial demand signal.
  • Turtle Creek added new holdings such as Medpace and The Pennant Group, highlighted Medpace’s opportunistic share repurchases and strong revenue growth, and welcomed a new CEO at ATS, a mix of moves that could shift investor interest toward beaten-down service and industrial stocks even as the firm still sees upside in AI-exposed names.