Tensile Capital Management as of Dec. 31, 2018
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 21 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 10.1 | $68M | 818k | 82.90 | |
| Valvoline Inc Common (VVV) | 9.3 | $63M | 3.2M | 19.35 | |
| Cornerstone Ondemand | 9.0 | $61M | 1.2M | 50.43 | |
| Expeditors International of Washington (EXPD) | 7.7 | $52M | 761k | 68.09 | |
| Advance Auto Parts (AAP) | 7.3 | $49M | 310k | 157.46 | |
| Crown Holdings (CCK) | 7.0 | $47M | 1.1M | 41.57 | |
| Liberty Media Corp Delaware Com C Braves Grp | 6.8 | $46M | 1.8M | 24.89 | |
| Dick's Sporting Goods (DKS) | 6.7 | $45M | 1.4M | 31.20 | |
| Equinix (EQIX) | 5.9 | $40M | 112k | 352.56 | |
| Instructure | 5.0 | $34M | 897k | 37.51 | |
| Interxion Holding | 5.0 | $33M | 614k | 54.16 | |
| Avalara | 3.9 | $26M | 847k | 31.15 | |
| Transocean (RIG) | 3.0 | $20M | 2.9M | 6.94 | |
| Colony Cap Inc New cl a | 2.9 | $20M | 4.2M | 4.68 | |
| News (NWSA) | 2.3 | $16M | 1.4M | 11.35 | |
| News Corp Class B cos (NWS) | 1.9 | $13M | 1.1M | 11.55 | |
| Entercom Communications | 1.9 | $13M | 2.2M | 5.71 | |
| Alteryx | 1.8 | $12M | 208k | 59.47 | |
| Groupon | 0.9 | $5.8M | 1.8M | 3.20 | |
| SPS Commerce (SPSC) | 0.8 | $5.4M | 65k | 82.38 | |
| Ball Corporation (BALL) | 0.8 | $5.3M | 116k | 45.98 |
