Tensile Capital Management as of Sept. 30, 2019
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 10.4 | $82M | 1.2M | 67.29 | |
| Valvoline Inc Common (VVV) | 8.9 | $70M | 3.2M | 22.03 | |
| Cornerstone Ondemand | 8.6 | $68M | 1.2M | 54.82 | |
| Equinix (EQIX) | 7.3 | $58M | 100k | 576.80 | |
| Dick's Sporting Goods (DKS) | 6.6 | $52M | 1.3M | 40.81 | |
| Crown Holdings (CCK) | 6.5 | $51M | 773k | 66.06 | |
| Advance Auto Parts (AAP) | 6.5 | $51M | 308k | 165.40 | |
| Liberty Media Corp Delaware Com C Braves Grp | 6.2 | $49M | 1.7M | 27.75 | |
| Interxion Holding | 6.2 | $49M | 596k | 81.46 | |
| Instructure | 5.7 | $45M | 1.2M | 38.74 | |
| Expeditors International of Washington (EXPD) | 5.7 | $45M | 607k | 74.29 | |
| Take-Two Interactive Software (TTWO) | 4.9 | $39M | 310k | 125.34 | |
| Ptc (PTC) | 3.8 | $30M | 438k | 68.18 | |
| Lithia Motors (LAD) | 2.6 | $21M | 156k | 132.38 | |
| Talend S A ads | 2.2 | $18M | 514k | 33.98 | |
| Cdk Global Inc equities | 2.1 | $17M | 350k | 48.09 | |
| Transocean (RIG) | 1.9 | $15M | 3.4M | 4.47 | |
| News (NWSA) | 1.4 | $11M | 787k | 13.92 | |
| Alteryx | 1.4 | $11M | 99k | 107.43 | |
| Entercom Communications | 0.6 | $4.7M | 1.4M | 3.34 | |
| Vertex Energy (VTNR) | 0.2 | $1.7M | 1.5M | 1.14 | |
| News Corp Class B cos (NWS) | 0.2 | $1.7M | 120k | 14.30 |
