Tensile Capital Management as of Sept. 30, 2020
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 19 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 23.0 | $172M | 1.4M | 127.34 | |
| Lithia Motor Corp Cl A (LAD) | 9.4 | $70M | 307k | 227.94 | |
| Crown Holdings (CCK) | 8.7 | $65M | 847k | 76.86 | |
| Valvoline Inc Common (VVV) | 8.1 | $60M | 3.2M | 19.04 | |
| Take-Two Interactive Software (TTWO) | 7.9 | $59M | 355k | 165.22 | |
| Equinix (EQIX) | 7.7 | $57M | 76k | 760.13 | |
| Dick's Sporting Goods (DKS) | 6.5 | $49M | 840k | 57.88 | |
| Cornerstone Ondemand | 4.8 | $36M | 986k | 36.36 | |
| Talend Sa Ads | 4.5 | $33M | 853k | 39.04 | |
| Liberty Braves Group -c Com C Braves Grp | 3.7 | $28M | 1.3M | 21.01 | |
| O'reilly Automotive (ORLY) | 3.6 | $27M | 59k | 461.08 | |
| Vertex Com Cl A (VERX) | 3.2 | $24M | 1.0M | 23.00 | |
| Advance Auto Parts (AAP) | 3.1 | $23M | 150k | 153.50 | |
| Pluralsight Com Cl A | 2.6 | $20M | 1.1M | 17.13 | |
| Expeditors International of Washington (EXPD) | 1.7 | $12M | 137k | 90.52 | |
| Alteryx Com Cl A | 0.9 | $6.5M | 57k | 113.56 | |
| Transocean Reg Shs (RIG) | 0.3 | $2.3M | 2.8M | 0.81 | |
| Entercom Communications Cl A | 0.3 | $2.0M | 1.2M | 1.61 | |
| Vertex Energy (VTNR) | 0.2 | $1.5M | 1.5M | 1.00 |
