An Analysis of Service Corporation International’s (SCI) Market Leadership and Future Growth Potential

Turtle Creek Asset Management, an investment management company, has released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm believes that the portfolio offered a compelling opportunity in a highly valued market environment. The net asset value of the Turtle Creek Equity Fund increased by 0.4% in the third quarter, lagging behind the S&P MidCap 400 index’s 7.7% increase and the S&P/TSX Completion index’s 16.3% gain. Turtle Creek Synthetic PE Fund increased 1.4%, Turtle Creek United States Equity Fund decreased 1.0% and Turtle Creek Canadian Equity Fund increased 7.8% during the same period. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Turtle Creek Asset Management highlighted stocks such as Service Corporation International (NYSE:SCI). Service Corporation International (NYSE:SCI) is a deathcare products and services company. The one-month return of Service Corporation International (NYSE:SCI) was -1.39%, and its shares lost 4.59% of their value over the last 52 weeks. On November 12, 2025, Service Corporation International (NYSE:SCI) stock closed at $80.23 per share, with a market capitalization of $11.247 billion.

Turtle Creek Asset Management stated the following regarding Service Corporation International (NYSE:SCI) in its third quarter 2025 investor letter:

“Service Corporation International (NYSE:SCI) is the largest funeral home and cemetery operator in North America. You may recall that there were three ‘roll up’ companies back in the 1990’s – Service Corp., Loewen Group and Stewart Enterprises. All of them were acquiring funeral homes at ever increasing prices and using debt to fund their purchases. It did not end well and all three had to restructure. The new management team that restructured Service Corp. (20 years ago) is still running the company today. And, over the years, Service Corp. acquired both Stewart Enterprises and large parts of Loewen Group. It really is a remarkable story that has positioned them to be the largest and best run company in the industry, by a significant margin. Despite being, by far, the largest in their industry, their market share is still only 17%. They have the management team and scale to continue to grow, both through taking market share organically, and through ‘bolt-on’ acquisitions. We identified the company eight years ago and have been a shareholder ever since.”

In another article, we covered Service Corporation International (NYSE:SCI) and shared Aristotle Capital Small/Mid Cap Equity Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.