Tensile Capital Management as of June 30, 2021
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 17.7 | $156M | 965k | 161.80 | |
| Lithia Motor Corp Cl A (LAD) | 12.8 | $113M | 330k | 343.64 | |
| Tuesday Morning Ord | 10.3 | $91M | 20M | 4.50 | |
| Crown Holdings (CCK) | 9.8 | $87M | 846k | 102.21 | |
| Valvoline Inc Common (VVV) | 9.1 | $80M | 2.5M | 32.46 | |
| Dick's Sporting Goods (DKS) | 7.4 | $66M | 655k | 100.19 | |
| Take-Two Interactive Software (TTWO) | 6.7 | $59M | 335k | 177.02 | |
| Equinix (EQIX) | 5.8 | $51M | 64k | 802.60 | |
| Advance Auto Parts (AAP) | 5.8 | $51M | 250k | 205.14 | |
| Liberty Braves Group -c Com C Braves Grp | 3.5 | $31M | 1.1M | 27.77 | |
| Cornerstone Ondemand | 3.1 | $27M | 529k | 51.58 | |
| Vertex Energy (VTNR) | 2.2 | $20M | 1.5M | 13.23 | |
| Vertex Com Cl A (VERX) | 2.1 | $19M | 845k | 21.94 | |
| Cannae Holdings (CNNE) | 1.9 | $17M | 496k | 33.91 | |
| Talend Sa Ads | 1.0 | $8.6M | 131k | 65.60 | |
| Alteryx Com Cl A | 0.7 | $6.4M | 74k | 86.02 |
