Turtle Creek Asset Management’s Celanese CE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$105M Sell
2,282,344
-265,400
-10% -$15.4M 4.1% 10
2026
Q1
$168M Buy
2,547,744
+391,204
+18% +$20.4M 6.27% 3
2025
Q4
$91.2M Sell
2,156,540
-2,958,825
-58% -$121M 4.01% 11
2025
Q3
$215M Buy
5,115,365
+887,600
+21% +$44.2M 6.5% 1
2025
Q2
$234M Sell
4,227,765
-277,600
-6% -$13.8M 6.79% 2
2025
Q1
$256M Buy
4,505,365
+998,925
+28% +$62.4M 7.19% 1
2024
Q4
$243M Buy
3,506,440
+2,550,334
+267% +$245M 6.31% 3
2024
Q3
$130M Buy
956,106
+314,250
+49% +$41.3M 3.12% 19
2024
Q2
$86.6M Buy
641,856
+113,900
+22% +$17.4M 2.23% 25
2024
Q1
$90.7M Sell
527,956
-51,900
-9% -$7.9M 2.21% 24
2023
Q4
$90.1M Sell
579,856
-170,600
-23% -$22.3M 2.38% 23
2023
Q3
$94.2M Buy
750,456
+1,800
+0.2% +$221K 2.69% 23
2023
Q2
$86.7M Buy
748,656
+5,300
+0.7% +$574K 2.49% 22
2023
Q1
$80.9M Buy
743,356
+85,256
+13% +$9.84M 2.51% 22
2022
Q4
$67.3M Buy
658,100
+56,750
+9% +$5.63M 2.37% 21
2022
Q3
$54.3M Buy
+601,350
New +$66.1M 2.25% 19

Other funds holding CE

Turtle Creek Asset Management's CE Position: Q2 2026 in Review

Turtle Creek Asset Management reduced its Celanese (CE) stake by 10% in Q2 2026, selling an estimated $15.4M and leaving 2,282,344 shares worth $105M. The position accounts for 4.1% of the portfolio, ranked #10.

Turtle Creek Asset Management first reported a position in CE in Q3 2022 and has held it in 16 quarters since. The position peaked at $256M in Q1 2025. 461 funds tracked by Wall St. Rank hold CE as of Q2 2026.

  • Turtle Creek Asset Management held 2,282,344 shares of Celanese worth $105M as of Q2 2026.
  • Turtle Creek Asset Management sold 265,400 Celanese shares in Q2 2026, an estimated $15.4M.
  • Celanese made up 4.1% of Turtle Creek Asset Management's portfolio in Q2 2026, its #10 holding.
  • Turtle Creek Asset Management first reported a position in Celanese in Q3 2022 and has held it in 16 quarters since.
  • Turtle Creek Asset Management's Celanese position peaked at $256M in Q1 2025.
  • 461 funds tracked by Wall St. Rank held Celanese as of Q2 2026.

Based on Turtle Creek Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.