Turtle Creek Asset Management Inc. Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$858.3B
Holdings
14
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GILGILDAN ACTIVEWEAR INC | 7,259,863 | $196.3B | 22.87% | |
| 2 | PRAAPRA GROUP INC | 4,303,119 | $142.6B | 16.62% | |
| 3 | BWABORGWARNER INC | 1,800,000 | $75.2B | 8.76% | |
| 4 | OTXOPEN TEXT CORP | 2,111,036 | $71.8B | 8.37% | |
| 5 | SSNCSS&C TECHNOLOGIES HOLDINGS INC. | 1,965,900 | $69.6B | 8.11% | |
| 6 | NSZNETSCOUT SYSTEMS INC | 1,503,109 | $57.0B | 6.65% | |
| 7 | TJXTJX COMPANIES INC | 612,700 | $48.5B | 5.65% | |
| 8 | —MITEL NETWORKS CORP | 6,958,847 | $48.2B | 5.62% | |
| 9 | URBNURBAN OUTFITTERS, INC. | 1,993,500 | $47.4B | 5.52% | |
| 10 | —CIMPRESS NV | 492,653 | $42.5B | 4.95% | |
| 11 | TSCOTRACTOR SUPPLY CO | 540,000 | $37.2B | 4.34% | |
| 12 | CLHCLEAN HARBORS INC | 263,754 | $14.7B | 1.71% | |
| 13 | HEIHEICO CORP NEW | 120,447 | $7.2B | 0.84% | |
| 14 | DSGDESCARTES SYS GROUP INC | 900 | $21.0M | 0.00% |