Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q3 2014)
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 Sep 30, 2014. 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 Q3 2014, the filing reported:
New Buys - Clean Harbors, Inc., The Descartes Systems Group Inc, Gildan Activewear, Inc., Heico Corporation, Open Text Corporation, and 1 more
Increases - None reported
Reductions - None reported
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 |
|---|---|---|---|
|
Q3 2014
|
CLH
Clean Harbors, Inc.
|
Buy - Position Entry |
+57,800
|
|
Q3 2014
|
DSGX
The Descartes Systems Group Inc
|
Buy - Position Entry |
+203,392
|
|
Q3 2014
|
GIL
Gildan Activewear, Inc.
|
Buy - Position Entry |
+725,700
|
|
Q3 2014
|
HEI-A
Heico Corporation
|
Buy - Position Entry |
+91,900
|
|
Q3 2014
|
OTEX
Open Text Corporation
|
Buy - Position Entry |
+587,368
|
|
Q3 2014
|
TSCO
Tractor Supply Company
|
Buy - Position Entry |
+244,800
|