Tensile Capital Management

Tensile Capital Management as of June 30, 2018

Portfolio Holdings for Tensile Capital Management

Tensile Capital Management holds 16 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valvoline Inc Common (VVV) 12.0 $79M 3.7M 21.57
Ptc (PTC) 11.8 $78M 834k 93.81
Advance Auto Parts (AAP) 11.2 $74M 547k 135.70
Cornerstone Ondemand 8.4 $56M 1.2M 47.43
Equinix (EQIX) 7.3 $49M 113k 429.89
Liberty Media Corp Delaware Com C Braves Grp 7.3 $49M 1.9M 25.86
Expeditors International of Washington (EXPD) 7.2 $48M 653k 73.10
Dick's Sporting Goods (DKS) 6.0 $40M 1.1M 35.25
Alteryx (AYX) 5.2 $34M 899k 38.16
Colony Cap Inc New cl a 5.0 $33M 5.3M 6.24
Interxion Holding 4.8 $32M 507k 62.42
Transocean (RIG) 3.8 $25M 1.9M 13.44
News Corp Class B cos (NWS) 3.8 $25M 1.6M 15.85
News (NWSA) 3.7 $25M 1.6M 15.50
SPS Commerce (SPSC) 2.3 $15M 206k 73.48
Entercom Communications 0.3 $1.8M 244k 7.55