Tensile Capital Management as of Sept. 30, 2014
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 18 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 |
|---|---|---|---|---|---|
| Tibco Software | 14.5 | $59M | 2.5M | 23.63 | |
| Expeditors International of Washington (EXPD) | 11.7 | $48M | 1.2M | 40.58 | |
| Informatica Corporation | 10.4 | $42M | 1.2M | 34.24 | |
| Chambers Str Pptys | 7.6 | $31M | 4.1M | 7.53 | |
| Cst Brands | 6.5 | $27M | 736k | 35.95 | |
| D Tumi Holdings | 6.2 | $25M | 1.2M | 20.35 | |
| Equinix | 6.0 | $24M | 115k | 212.48 | |
| Xerox Corporation | 5.9 | $24M | 1.8M | 13.23 | |
| On Assignment | 5.6 | $23M | 849k | 26.85 | |
| News (NWSA) | 5.5 | $22M | 1.4M | 16.35 | |
| Clean Harbors (CLH) | 5.4 | $22M | 410k | 53.92 | |
| WESCO International (WCC) | 4.1 | $17M | 212k | 78.26 | |
| Interxion Holding | 4.0 | $16M | 590k | 27.69 | |
| Towers Watson & Co | 2.5 | $10M | 103k | 99.50 | |
| Armstrong World Industries (AWI) | 1.4 | $5.5M | 98k | 56.00 | |
| Spark Networks | 1.1 | $4.6M | 995k | 4.64 | |
| News Corp/new-cl B | 1.0 | $4.2M | 263k | 16.13 | |
| Guidance Software | 0.9 | $3.6M | 536k | 6.73 |
