Tensile Capital Management as of Dec. 31, 2019
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 12.5 | $98M | 1.3M | 73.25 | |
| Valvoline Inc Common (VVV) | 8.7 | $68M | 3.2M | 21.41 | |
| Cornerstone Ondemand | 8.0 | $63M | 1.1M | 58.55 | |
| Dick's Sporting Goods (DKS) | 7.9 | $61M | 1.2M | 49.49 | |
| Instructure | 7.3 | $57M | 1.2M | 48.21 | |
| Crown Holdings (CCK) | 7.2 | $56M | 771k | 72.54 | |
| Advance Auto Parts (AAP) | 6.7 | $53M | 328k | 160.16 | |
| Liberty Media Corp Delaware Com C Braves Grp | 6.0 | $46M | 1.6M | 29.54 | |
| Equinix (EQIX) | 5.4 | $42M | 72k | 583.70 | |
| Take-Two Interactive Software (TTWO) | 4.9 | $38M | 310k | 122.43 | |
| Interxion Holding | 4.8 | $37M | 445k | 83.81 | |
| Expeditors International of Washington (EXPD) | 4.2 | $33M | 422k | 78.02 | |
| Cdk Global Inc equities | 3.6 | $29M | 522k | 54.68 | |
| Lithia Motors (LAD) | 2.8 | $22M | 149k | 147.00 | |
| Transocean (RIG) | 2.7 | $21M | 3.0M | 6.88 | |
| Talend S A ads | 2.6 | $20M | 514k | 39.11 | |
| Ptc (PTC) | 2.4 | $19M | 254k | 74.89 | |
| Alteryx | 1.3 | $9.9M | 99k | 100.07 | |
| Entercom Communications | 0.9 | $6.8M | 1.5M | 4.64 | |
| Vertex Energy (VTNR) | 0.3 | $2.3M | 1.5M | 1.54 |
