Tensile Capital Management as of March 31, 2022
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 17 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 12.4 | $85M | 859k | 99.51 | |
| Crown Holdings (CCK) | 12.2 | $84M | 673k | 125.09 | |
| Lithia Motors (LAD) | 12.2 | $84M | 280k | 300.12 | |
| Valvoline Inc Common (VVV) | 9.8 | $68M | 2.1M | 31.56 | |
| Dick's Sporting Goods (DKS) | 8.8 | $60M | 603k | 100.02 | |
| Academy Sports & Outdoor (ASO) | 6.7 | $46M | 1.2M | 39.40 | |
| Coupa Software | 6.0 | $41M | 404k | 101.63 | |
| Alight Com Cl A (ALIT) | 5.7 | $39M | 3.9M | 9.95 | |
| Take-Two Interactive Software (TTWO) | 5.6 | $39M | 251k | 153.74 | |
| Equinix (EQIX) | 4.1 | $29M | 38k | 741.61 | |
| Change Healthcare | 3.5 | $24M | 1.1M | 21.80 | |
| Liberty Media Corp Del Com C Braves Grp | 3.4 | $23M | 836k | 27.91 | |
| Tuesday Morning Ord | 3.2 | $22M | 20M | 1.10 | |
| Cannae Holdings (CNNE) | 1.9 | $13M | 553k | 23.92 | |
| Vertex Energy (VTNR) | 1.6 | $11M | 1.1M | 9.94 | |
| Vertex Cl A (VERX) | 1.5 | $11M | 695k | 15.34 | |
| Everbridge, Inc. Cmn (EVBG) | 1.4 | $9.4M | 216k | 43.64 |
