Tensile Capital Management as of June 30, 2019
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 20 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 10.0 | $76M | 1.1M | 72.20 | |
| Cornerstone Ondemand | 8.5 | $65M | 1.1M | 57.93 | |
| Valvoline Inc Common (VVV) | 8.1 | $62M | 3.2M | 19.53 | |
| Crown Holdings (CCK) | 7.0 | $53M | 869k | 61.10 | |
| Liberty Braves Group -c Com C Braves Grp | 6.8 | $52M | 1.8M | 27.97 | |
| Equinix (EQIX) | 6.6 | $51M | 100k | 504.29 | |
| Dick's Sporting Goods (DKS) | 6.1 | $46M | 1.3M | 34.63 | |
| Expeditors International of Washington (EXPD) | 6.1 | $46M | 610k | 75.86 | |
| Interxion Holding SHS | 6.0 | $46M | 600k | 76.09 | |
| Advance Auto Parts (AAP) | 5.7 | $44M | 282k | 154.14 | |
| Instructure | 5.6 | $43M | 1.0M | 42.50 | |
| Ptc (PTC) | 5.4 | $41M | 460k | 89.76 | |
| Take-Two Interactive Software (TTWO) | 4.6 | $35M | 310k | 113.53 | |
| Transocean Reg Shs (RIG) | 2.6 | $20M | 3.0M | 6.41 | |
| Lithia Motor Corp Cl A (LAD) | 2.5 | $19M | 159k | 118.78 | |
| News Corp Cl A (NWSA) | 2.3 | $17M | 1.3M | 13.49 | |
| Colony Capital Cl A Com | 2.0 | $15M | 3.0M | 5.00 | |
| Alteryx Com Cl A | 1.8 | $14M | 127k | 109.12 | |
| News Corp New/cl B CL B (NWS) | 1.4 | $11M | 757k | 13.96 | |
| Entercom Communications Cl A | 1.1 | $8.1M | 1.4M | 5.80 |
