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 | 1.0 | $6.1M | 241k | 25.27 | |
| Matson (MATX) | 0.8 | $4.6M | 155k | 29.84 |
