Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, 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 2017, the filing reported:
New Buys - Urban Outfitters, Inc.
Increases - BorgWarner Inc., Clean Harbors, Inc., The Descartes Systems Group Inc, Gildan Activewear, Inc., NetScout Systems, Inc., and 5 more
Reductions - Heico Corporation
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
BWA
BorgWarner Inc.
|
Buy |
+297,000
|
|
Q1 2017
|
CLH
Clean Harbors, Inc.
|
Buy |
+44,400
|
|
Q1 2017
|
DSGX
The Descartes Systems Group Inc
|
Buy |
+600
|
|
Q1 2017
|
GIL
Gildan Activewear, Inc.
|
Buy |
+3,099,700
|
|
Q1 2017
|
HEI-A
Heico Corporation
|
Sell |
-176,000
|
|
Q1 2017
|
NTCT
NetScout Systems, Inc.
|
Buy |
+552,109
|
|
Q1 2017
|
OTEX
Open Text Corporation
|
Buy |
+1,293,168
|
|
Q1 2017
|
PRAA
PRA Group, Inc.
|
Buy |
+2,194,100
|
|
Q1 2017
|
SSNC
SS&C Technologies Holdings, Inc
|
Buy |
+514,600
|
|
Q1 2017
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+351,700
|
|
Q1 2017
|
TSCO
Tractor Supply Company
|
Buy |
+123,900
|
|
Q1 2017
|
URBN
Urban Outfitters, Inc.
|
Buy - Position Entry |
+1,993,500
|