Tensile Capital Management as of March 31, 2020
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 20.3 | $103M | 1.4M | 74.60 | |
| Equinix (EQIX) | 8.9 | $45M | 73k | 624.58 | |
| Crown Holdings (CCK) | 8.9 | $45M | 778k | 58.04 | |
| Take-Two Interactive Software (TTWO) | 8.8 | $45M | 375k | 118.61 | |
| Valvoline Inc Common (VVV) | 8.1 | $41M | 3.1M | 13.09 | |
| Cornerstone Ondemand | 6.5 | $33M | 1.0M | 31.75 | |
| Liberty Media Corp Delaware Com C Braves Grp | 5.2 | $27M | 1.4M | 19.06 | |
| Lithia Motors (LAD) | 4.9 | $25M | 305k | 81.79 | |
| Dick's Sporting Goods (DKS) | 4.8 | $24M | 1.1M | 21.26 | |
| Advance Auto Parts (AAP) | 4.0 | $20M | 218k | 93.32 | |
| O'reilly Automotive (ORLY) | 2.8 | $14M | 48k | 301.04 | |
| Talend S A ads | 2.8 | $14M | 638k | 22.43 | |
| Expeditors International of Washington (EXPD) | 2.7 | $14M | 207k | 66.72 | |
| Pluralsight Inc Cl A | 2.3 | $12M | 1.1M | 10.98 | |
| Cdk Global Inc equities | 2.1 | $11M | 324k | 32.85 | |
| Ptc (PTC) | 1.8 | $9.2M | 150k | 61.21 | |
| Alteryx | 1.4 | $7.3M | 77k | 95.16 | |
| Texas Pacific Land Trust | 1.0 | $5.0M | 13k | 379.98 | |
| Matson (MATX) | 0.9 | $4.6M | 150k | 30.62 | |
| Transocean (RIG) | 0.8 | $3.9M | 3.4M | 1.16 | |
| Entercom Communications | 0.7 | $3.5M | 2.1M | 1.71 | |
| Vertex Energy (VTNR) | 0.2 | $900k | 1.5M | 0.60 |
