Turtle Creek Asset Management’s ATS Corp ATS Stock Holding History

Turtle Creek Asset Management’s Portfolio ATS Stock Details ATS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138M	Sell	4,896,669 -745,383	-13%	-$22.4M	5.17%	8
2025 Q4	$155M	Sell	5,642,052 -1,330,958	-19%	-$35.5M	6.84%	3
2025 Q3	$183M	Sell	6,973,010 -617,528	-8%	-$17.8M	5.51%	6
2025 Q2	$242M	Sell	7,590,538 -710,990	-9%	-$19.5M	7.02%	1
2025 Q1	$207M	Sell	8,301,528 -37,045	-0.4%	-$1.03M	5.82%	3
2024 Q4	$254M	Sell	8,338,573 -567,696	-6%	-$17.2M	6.61%	1
2024 Q3	$259M	Buy	8,906,269 +3,810,531	+75%	+$110M	6.21%	2
2024 Q2	$165M	Buy	5,095,738 +1,220,008	+31%	+$39.4M	4.24%	11
2024 Q1	$131M	Buy	3,875,730 +982,700	+34%	+$39M	3.19%	19
2023 Q4	$125M	Buy	2,893,030 +484,050	+20%	+$18.8M	3.29%	17
2023 Q3	$103M	Buy	2,408,980 +79,849	+3%	+$3.53M	2.93%	20
2023 Q2	$107M	Buy	+2,329,131	New	+$105M	3.08%	18

Other funds holding ATS

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Turtle Creek Asset Management's ATS Position: Q1 2026 in Review

Turtle Creek Asset Management reduced its ATS Corp (ATS) stake by 13% in Q1 2026, selling an estimated $22.4M and leaving 4,896,669 shares worth $138M. The position accounts for 5.17% of the portfolio, ranked #8.

Turtle Creek Asset Management first reported a position in ATS in Q2 2023 and has held it in 12 quarters since. The position peaked at $259M in Q3 2024. 130 funds tracked by Wall St. Rank hold ATS as of Q1 2026.

Turtle Creek Asset Management held 4,896,669 shares of ATS Corp worth $138M as of Q1 2026.
Turtle Creek Asset Management sold 745,383 ATS Corp shares in Q1 2026, an estimated $22.4M.
ATS Corp made up 5.17% of Turtle Creek Asset Management's portfolio in Q1 2026, its #8 holding.
Turtle Creek Asset Management first reported a position in ATS Corp in Q2 2023 and has held it in 12 quarters since.
Turtle Creek Asset Management's ATS Corp position peaked at $259M in Q3 2024.
130 funds tracked by Wall St. Rank held ATS Corp as of Q1 2026.

Based on Turtle Creek Asset Management's 13F filing for Q1 2026, filed 15 May 2026.