Tensile Capital Management as of Dec. 31, 2021
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 13.8 | $115M | 887k | 129.11 | |
| Lithia Motors (LAD) | 11.2 | $94M | 315k | 296.95 | |
| Valvoline Inc Common (VVV) | 10.9 | $91M | 2.4M | 37.29 | |
| Crown Holdings (CCK) | 10.4 | $86M | 778k | 110.62 | |
| Dick's Sporting Goods (DKS) | 8.7 | $72M | 628k | 114.99 | |
| Take-Two Interactive Software (TTWO) | 7.2 | $60M | 336k | 177.72 | |
| Advance Auto Parts (AAP) | 6.3 | $53M | 220k | 239.88 | |
| Equinix (EQIX) | 5.7 | $48M | 56k | 845.83 | |
| Tuesday Morning Ord | 5.5 | $46M | 20M | 2.28 | |
| Academy Sports & Outdoor (ASO) | 4.5 | $37M | 850k | 43.90 | |
| Cannae Holdings (CNNE) | 3.8 | $32M | 900k | 35.15 | |
| Alight Com Cl A (ALIT) | 3.2 | $27M | 2.5M | 10.81 | |
| Liberty Media Corp Del Com C Braves Grp | 3.0 | $25M | 875k | 28.10 | |
| Change Healthcare | 2.4 | $20M | 922k | 21.38 | |
| Vertex Cl A (VERX) | 1.4 | $12M | 751k | 15.87 | |
| Everbridge, Inc. Cmn (EVBG) | 1.4 | $12M | 175k | 67.33 | |
| Vertex Energy (VTNR) | 0.6 | $4.7M | 1.0M | 4.53 |
