Turtle Creek Asset Management as of Sept. 30, 2014
Portfolio Holdings for Turtle Creek Asset Management
Turtle Creek Asset Management holds 8 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gildan Activewear Inc Com Cad (GIL) | 29.5 | $40M | 726k | 54.72 | |
| Mitel Networks Corp | 26.9 | $36M | 4.0M | 9.15 | |
| Open Text Corp (OTEX) | 24.2 | $33M | 587k | 55.42 | |
| Tractor Supply Company (TSCO) | 11.2 | $15M | 245k | 61.51 | |
| Heico Corp Cl A (HEI.A) | 2.7 | $3.7M | 92k | 40.30 | |
| Clean Harbors (CLH) | 2.3 | $3.1M | 58k | 53.93 | |
| Descartes Sys Grp (DSGX) | 2.1 | $2.8M | 203k | 13.81 | |
| Actavis SHS | 1.2 | $1.6M | 6.5k | 241.30 |
