Tensile Capital Management as of June 30, 2022
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lithia Motors (LAD) | 13.3 | $77M | 280k | 274.81 | |
| Avalara | 12.8 | $74M | 1.1M | 70.60 | |
| Crown Holdings (CCK) | 11.6 | $67M | 728k | 92.17 | |
| Valvoline Inc Common (VVV) | 11.4 | $66M | 2.3M | 28.83 | |
| Academy Sports & Outdoor (ASO) | 8.4 | $49M | 1.4M | 35.54 | |
| Dick's Sporting Goods (DKS) | 7.8 | $46M | 603k | 75.37 | |
| Take-Two Interactive Software (TTWO) | 7.3 | $42M | 345k | 122.53 | |
| Alight Com Cl A (ALIT) | 5.9 | $34M | 5.0M | 6.75 | |
| Coupa Software | 5.2 | $30M | 523k | 57.10 | |
| Change Healthcare | 4.4 | $25M | 1.1M | 23.06 | |
| Liberty Media Corp Del Com C Braves Grp | 3.5 | $20M | 836k | 24.00 | |
| Equinix (EQIX) | 3.2 | $19M | 28k | 657.03 | |
| Everbridge, Inc. Cmn (EVBG) | 1.9 | $11M | 402k | 27.89 | |
| Vertex Cl A (VERX) | 1.4 | $8.2M | 720k | 11.33 | |
| Tuesday Morning Ord | 1.3 | $7.3M | 20M | 0.36 | |
| Asbury Automotive (ABG) | 0.8 | $4.6M | 27k | 169.35 |
