Tensile Capital Management as of March 31, 2019
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 20 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 8.7 | $62M | 675k | 92.18 | |
| Cornerstone Ondemand | 8.6 | $61M | 1.1M | 54.78 | |
| Valvoline Inc Common (VVV) | 8.0 | $57M | 3.1M | 18.56 | |
| Liberty Media Corp Delaware Com C Braves Grp | 7.2 | $51M | 1.8M | 27.77 | |
| Crown Holdings (CCK) | 7.2 | $51M | 938k | 54.57 | |
| Advance Auto Parts (AAP) | 7.1 | $51M | 297k | 170.53 | |
| Equinix (EQIX) | 7.1 | $50M | 111k | 453.16 | |
| Avalara | 6.8 | $48M | 866k | 55.79 | |
| Expeditors International of Washington (EXPD) | 6.7 | $47M | 625k | 75.90 | |
| Dick's Sporting Goods (DKS) | 6.1 | $44M | 1.2M | 36.81 | |
| Interxion Holding | 5.9 | $42M | 630k | 66.73 | |
| Instructure | 5.0 | $36M | 762k | 47.12 | |
| Transocean (RIG) | 3.4 | $25M | 2.8M | 8.71 | |
| Colony Cap Inc New cl a | 2.9 | $21M | 3.9M | 5.32 | |
| News (NWSA) | 2.2 | $16M | 1.3M | 12.44 | |
| Lithia Motors (LAD) | 2.1 | $15M | 162k | 92.75 | |
| Alteryx | 1.7 | $12M | 142k | 83.87 | |
| Entercom Communications | 1.4 | $10M | 1.9M | 5.25 | |
| News Corp Class B cos (NWS) | 1.3 | $9.4M | 757k | 12.49 | |
| Groupon | 0.6 | $3.9M | 1.1M | 3.55 |
