Turtle Creek Asset Management Inc. MEDP — MEDPACE HLDGS INC

Ownership history in Turtle Creek Asset Management Inc.  ·  4 quarters on record

AI Ownership Summary

Turtle Creek Asset Management Inc. reported MEDPACE HLDGS INC (MEDP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.66% in 2026 Q1. The latest visible filing shows MEDP at 1.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MEDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Turtle Creek Asset Management Inc.'s position in MEDPACE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MEDP was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MEDP stock page Turtle Creek Asset Management Inc. fund profile Turtle Creek Asset Management Inc. full holdings
How Turtle Creek Asset Management Inc. held MEDP — position size vs. price
% of Fund (quarterly)    MEDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 135,570 +132,770 +4741.8% 1.66% $65.1M 2026-05-15 $415.27
2025 Q4 REDUCED 41.7% -14.5% ✅ 2,800 -2,000 -41.7% 0.07% $1.6M 2026-02-13 $428.03
2025 Q3 REDUCED 56.4% +10.9% ❌ 4,800 -6,200 -56.4% 0.07% $2.5M 2025-11-14 $590.09
2025 Q2 INITIATED — — — 11,000 — — 0.10% $3.5M 2025-08-14 $458.66

🏢 Other funds also holding MEDP

As of 2026 Q1 — sorted by position size

AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 5.62% Alpine Peaks Capital, LP 3Y 5.5% Giverny Capital Inc. 3Y 7Y 4.5% Crow's Nest Holdings LP 3Y 4.49% Palisades Investment Partners, LLC 3Y 7Y 3.11% RIVERBRIDGE PARTNERS LLC 3Y 7Y 2.79% Capital Impact Advisors, LLC 3Y 7Y 2.74% Vulcan Value Partners, LLC 3Y 7Y 2.58% Eurizon SLJ Capital Ltd 2.56% Smith Group Asset Management, LLC 3Y 2.54%

FAQ About Turtle Creek Asset Management Inc. and MEDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Turtle Creek Asset Management Inc. reported owning MEDP?

Turtle Creek Asset Management Inc. reported MEDP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MEDP position in Turtle Creek Asset Management Inc.'s portfolio?

The largest reported portfolio weight for MEDP was 1.66% in 2026 Q1.

What is the latest reported MEDP position on this page?

The most recent filing on this page is 2026 Q1, when Turtle Creek Asset Management Inc. reported 135,570 shares, equal to 1.66% of portfolio, with an estimated market value of $65.1M.

What does the chart on this MEDP ownership page compare?

The chart compares Turtle Creek Asset Management Inc.'s quarterly MEDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Turtle Creek Asset Management Inc. time their MEDP position?

Based on 13F filing dates vs. subsequent MEDP price moves, Turtle Creek Asset Management Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on MEDP relative to SPY over the holding period was -27.8%.

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