Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Turtle Creek Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - TJX Companies, Inc. (The)

Increases - The Descartes Systems Group Inc, Gildan Activewear, Inc., Heico Corporation

Reductions - Clean Harbors, Inc., Open Text Corporation, Tractor Supply Company

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	CLH Clean Harbors, Inc.	Clean Harbors, Inc.	Sell	-37,400	-13.2%	$13.98K	246,244
Q1 2015	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Buy	+19,400	+8.6%	$3.70K	245,592
Q1 2015	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy	+701,850	+76.1%	$47.95K	1,624,200
Q1 2015	HEI-A Heico Corporation	Heico Corporation	Buy	+8,900	+8.6%	$5.54K	111,800
Q1 2015	OTEX Open Text Corporation	Open Text Corporation	Sell	-36,800	-6.3%	$29.16K	551,268
Q1 2015	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+60,400	-	$4.23K	60,400
Q1 2015	TSCO Tractor Supply Company	Tractor Supply Company	Sell	-41,700	-31.0%	$7.88K	92,700