What smart money is saying about Encore Capital Group, Inc.
No fund has written a full thesis on Encore Capital Group, Inc. in our archive, but 3 fund letters report a position in it, most recently Turtle Creek Asset Management in June 2026.
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Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Encore Capital Group, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- June 2026
“One of them, Encore Capital, we recently exited (purely because of valuation) and the other two, TFI International and Magna, we have substantially sold down such that they are each about a 1% weighting in our portfolio.”
Encore Capital Group, Inc. - June 2026
“During the second quarter, Fund performance benefited from diversified sources across a range of sectors and companies, such as infrastructure engineering company MYR Group, consumer debt collection business Encore Capital, regional bank UMB Financial, North American aluminum products manufacturer Kaiser Aluminum, and insurance business Octave Specialty Group.”
Encore Capital Group, Inc. - December 2025
“Specialty finance company, Encore Capital Group, also provided an important contribution on the back of better than anticipated financial performance.”
Encore Capital Group, Inc.
Also mentioned · 1
These funds discuss Encore Capital Group, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedThird Avenue Small-Cap Value FundMarch 2026
“During the quarter, Fund performance was aided by strong contributions from fertilizer producer LSB Industries, offshore energy services company Tidewater, consumer debt collection business Encore Capital Group, refinery operator PBF Energy and homebuilder Tri Pointe Homes, among others.”
Encore Capital Group, Inc.
Read the letters behind these Encore Capital Group, Inc. positions
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