Tensile Capital Management as of Dec. 31, 2020
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 24.7 | $210M | 1.3M | 164.89 | |
| Lithia Motor Corp Cl A (LAD) | 11.9 | $102M | 347k | 292.67 | |
| Crown Holdings (CCK) | 9.9 | $85M | 845k | 100.20 | |
| Valvoline Inc Common (VVV) | 8.6 | $73M | 3.2M | 23.14 | |
| Take-Two Interactive Software (TTWO) | 8.2 | $70M | 338k | 207.79 | |
| Equinix (EQIX) | 6.2 | $53M | 74k | 714.18 | |
| Dick's Sporting Goods (DKS) | 5.1 | $44M | 780k | 56.21 | |
| Talend Sa Ads | 4.2 | $36M | 926k | 38.34 | |
| Vertex Com Cl A (VERX) | 4.0 | $34M | 972k | 34.85 | |
| Liberty Braves Group -c Com C Braves Grp | 3.6 | $31M | 1.2M | 24.88 | |
| Advance Auto Parts (AAP) | 3.6 | $31M | 195k | 157.51 | |
| O'reilly Automotive (ORLY) | 3.1 | $27M | 59k | 452.57 | |
| Pluralsight Com Cl A | 3.0 | $25M | 1.2M | 20.96 | |
| Cornerstone Ondemand | 2.6 | $22M | 501k | 44.04 | |
| Alteryx Com Cl A | 1.0 | $8.2M | 67k | 121.79 | |
| Transocean Reg Shs (RIG) | 0.2 | $1.5M | 643k | 2.31 | |
| Vertex Energy (VTNR) | 0.1 | $1.1M | 1.5M | 0.71 |
