Tensile Capital Management as of Dec. 31, 2014
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 19 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Informatica Corporation | 13.6 | $54M | 1.4M | 38.13 | |
| Expeditors International of Washington (EXPD) | 12.8 | $50M | 1.1M | 44.61 | |
| On Assignment | 9.1 | $36M | 1.1M | 33.19 | |
| Chambers Str Pptys | 7.9 | $31M | 3.9M | 8.06 | |
| News Corp Class B cos (NWS) | 7.7 | $31M | 2.0M | 15.08 | |
| Xerox Corporation | 6.3 | $25M | 1.8M | 13.86 | |
| Equinix | 6.2 | $25M | 108k | 226.73 | |
| D Tumi Holdings | 6.1 | $24M | 1.0M | 23.73 | |
| WESCO International (WCC) | 6.1 | $24M | 317k | 76.21 | |
| News (NWSA) | 4.8 | $19M | 1.2M | 15.69 | |
| Interxion Holding | 4.4 | $17M | 635k | 27.34 | |
| Web | 4.1 | $16M | 856k | 18.99 | |
| Constellium Holdco B V cl a | 3.1 | $12M | 738k | 16.43 | |
| Cst Brands | 3.0 | $12M | 271k | 43.61 | |
| Armstrong World Industries (AWI) | 1.9 | $7.7M | 150k | 51.12 | |
| Guidance Software | 1.0 | $3.9M | 532k | 7.25 | |
| Spark Networks | 0.8 | $3.2M | 884k | 3.59 | |
| Cdk Global Inc equities | 0.6 | $2.4M | 58k | 40.76 | |
| Clean Harbors (CLH) | 0.5 | $1.8M | 38k | 48.05 |
