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Turtle Creek's investment thesis on Premium Brands ($PBH.TO) — Q2 2026 | Buyside Digest

$PBH.TONASDAQPremium Brands

BULL

Turtle Creek—PBH.TO

Fund Letter

Q2 2026

Published June 30, 2026

$94.84USD

+20.4% vs last month

$85.23Pitched

+11.3% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Turtle Creek sees extreme valuation dislocations creating their best-ever opportunity set despite recent underperformance. The manager has...

— Cameron McKendry

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