Turtle Creek Asset Management’s Q4 2024 Investor Letter

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. Turtle Creek had a rather difficult year that culminated in the fourth quarter. Even though the firm ended the year in the black, it was far behind the indices. This was a complete reversal from 2023. In 2024, Turtle Creek’s portfolio business value increased by 14%, compared to a muted 3% increase in 2023. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Turtle Creek Asset Management’s Q4 2024 investor letter can be downloaded here.