Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q1 2017)
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, 2017. 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
|