Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 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
|