Turtle Creek Asset Management as of June 30, 2015
Portfolio Holdings for Turtle Creek Asset Management
Turtle Creek Asset Management holds 8 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Gildan Activewear Inc Com Cad (GIL) | 28.4 | $46M | 1.4M | 33.24 | |
Open Text Corp (OTEX) | 25.5 | $41M | 1.0M | 40.53 | |
Mitel Networks Corp | 20.7 | $34M | 3.8M | 8.83 | |
Clean Harbors (CLH) | 9.0 | $15M | 271k | 53.74 | |
HEICO Corporation (HEI.A) | 5.6 | $9.1M | 179k | 50.77 | |
Tractor Supply Company (TSCO) | 4.9 | $7.9M | 88k | 89.94 | |
TJX Companies (TJX) | 3.3 | $5.3M | 80k | 66.17 | |
Descartes Sys Grp (DSGX) | 2.6 | $4.2M | 263k | 16.10 |