Andrew Brenton - Turtle Creek Asset Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2014, the filing reported:

New Buys - None reported

Increases - Clean Harbors, Inc., The Descartes Systems Group Inc, Gildan Activewear, Inc., Heico Corporation, Open Text Corporation

Reductions - 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
Q4 2014	CLH Clean Harbors, Inc.	Clean Harbors, Inc.	Buy	+225,844	+390.7%	$13.63K	283,644
Q4 2014	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Buy	+22,800	+11.2%	$3.35K	226,192
Q4 2014	GIL Gildan Activewear, Inc.	Gildan Activewear, Inc.	Buy	+196,650	+27.1%	$52.16K	922,350
Q4 2014	HEI-A Heico Corporation	Heico Corporation	Buy	+11,000	+12.0%	$4.87K	102,900
Q4 2014	OTEX Open Text Corporation	Open Text Corporation	Buy	+700	+0.1%	$34.26K	588,068
Q4 2014	TSCO Tractor Supply Company	Tractor Supply Company	Sell	-110,400	-45.1%	$10.59K	134,400