Tensile Capital Management as of June 30, 2020
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 19 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 25.7 | $170M | 1.3M | 133.09 | |
| Valvoline Inc Common (VVV) | 9.2 | $61M | 3.1M | 19.33 | |
| Crown Holdings (CCK) | 8.4 | $55M | 847k | 65.13 | |
| Equinix (EQIX) | 8.0 | $53M | 76k | 702.30 | |
| Take-Two Interactive Software (TTWO) | 7.5 | $50M | 355k | 139.57 | |
| Lithia Motor Corp Cl A (LAD) | 7.1 | $47M | 310k | 151.33 | |
| Dick's Sporting Goods (DKS) | 5.9 | $39M | 940k | 41.26 | |
| Cornerstone Ondemand | 4.0 | $26M | 683k | 38.56 | |
| Liberty Braves Group -c Com C Braves Grp | 3.9 | $26M | 1.3M | 19.74 | |
| O'reilly Automotive (ORLY) | 3.8 | $25M | 59k | 421.68 | |
| Talend Sa Ads | 3.7 | $25M | 713k | 34.66 | |
| Advance Auto Parts (AAP) | 3.4 | $23M | 160k | 142.45 | |
| Pluralsight Com Cl A | 3.1 | $21M | 1.1M | 18.05 | |
| Expeditors International of Washington (EXPD) | 2.4 | $16M | 207k | 76.04 | |
| Alteryx Com Cl A | 1.5 | $10M | 62k | 164.28 | |
| Transocean Reg Shs (RIG) | 0.9 | $5.9M | 3.2M | 1.83 | |
| Matson (MATX) | 0.8 | $5.4M | 185k | 29.10 | |
| Entercom Communications Cl A | 0.4 | $2.5M | 1.8M | 1.38 | |
| Vertex Energy (VTNR) | 0.2 | $1.1M | 1.5M | 0.71 |
