Tensile Capital Management as of March 31, 2021
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 19.5 | $149M | 1.1M | 133.43 | |
| Lithia Motor Corp Cl A (LAD) | 16.1 | $123M | 315k | 390.09 | |
| Crown Holdings (CCK) | 10.6 | $81M | 833k | 97.04 | |
| Valvoline Inc Common (VVV) | 9.4 | $71M | 2.7M | 26.07 | |
| Take-Two Interactive Software (TTWO) | 7.7 | $58M | 330k | 176.70 | |
| Dick's Sporting Goods (DKS) | 6.3 | $48M | 630k | 76.15 | |
| Equinix (EQIX) | 6.2 | $48M | 70k | 679.59 | |
| Advance Auto Parts (AAP) | 6.0 | $46M | 250k | 183.49 | |
| Liberty Braves Group -c Com C Braves Grp | 4.1 | $31M | 1.1M | 27.82 | |
| Talend Sa Ads | 3.5 | $27M | 420k | 63.64 | |
| Cornerstone Ondemand | 2.9 | $22M | 500k | 43.58 | |
| Vertex Com Cl A (VERX) | 2.5 | $19M | 865k | 21.98 | |
| Cannae Holdings (CNNE) | 1.9 | $15M | 373k | 39.62 | |
| O'reilly Automotive (ORLY) | 1.3 | $10M | 20k | 507.23 | |
| Alteryx Com Cl A | 0.7 | $5.6M | 67k | 82.96 | |
| Box Inc cl a (BOX) | 0.6 | $4.3M | 186k | 22.96 | |
| Pluralsight Com Cl A | 0.4 | $3.4M | 150k | 22.34 | |
| Vertex Energy (VTNR) | 0.3 | $2.1M | 1.5M | 1.41 |
