Tensile Capital Management

Tensile Capital Management as of Dec. 31, 2017

Portfolio Holdings for Tensile Capital Management

Tensile Capital Management holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Advance Auto Parts (AAP) 9.9 $58M 585k 99.69
Cornerstone Ondemand 9.8 $58M 1.6M 35.33
Colony Northstar 8.1 $48M 4.2M 11.41
Ptc (PTC) 8.0 $47M 775k 60.77
Valvoline Inc Common (VVV) 7.7 $46M 1.8M 25.06
Blackhawk Network Hldgs Inc cl a 6.7 $40M 1.1M 35.65
Expeditors International of Washington (EXPD) 6.7 $39M 606k 64.69
Liberty Media Corp Delaware Com C Braves Grp 5.7 $34M 1.5M 22.22
Interxion Holding 5.1 $30M 507k 58.93
Equinix (EQIX) 4.7 $28M 61k 453.22
News Corp Class B cos (NWS) 4.5 $26M 1.6M 16.60
Dick's Sporting Goods (DKS) 4.4 $26M 903k 28.74
News (NWSA) 4.4 $26M 1.6M 16.21
Progress Software Corporation (PRGS) 3.6 $21M 501k 42.57
Macy's (M) 3.0 $18M 709k 25.19
SPS Commerce (SPSC) 2.4 $14M 286k 48.59
Transocean (RIG) 2.1 $13M 1.2M 10.68
Diamond Offshore Drilling 1.4 $8.1M 435k 18.59
Alteryx (AYX) 1.0 $6.1M 241k 25.27
Matson (MATX) 0.8 $4.6M 155k 29.84