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

According to the SEC 13F filed on Aug 14, 2026, the Turtle Creek Asset Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. 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