Tensile Capital Management as of Sept. 30, 2022
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avalara | 14.2 | $92M | 1.0M | 91.80 | |
| Vertex Cl A (VERX) | 11.0 | $71M | 5.2M | 13.67 | |
| Crown Holdings (CCK) | 10.8 | $70M | 863k | 81.03 | |
| Dick's Sporting Goods (DKS) | 9.7 | $63M | 603k | 104.64 | |
| Lithia Motors (LAD) | 9.3 | $60M | 280k | 214.55 | |
| Valvoline Inc Common (VVV) | 9.1 | $59M | 2.3M | 25.34 | |
| Academy Sports & Outdoor (ASO) | 8.0 | $52M | 1.2M | 42.18 | |
| Alight Com Cl A (ALIT) | 5.6 | $36M | 4.9M | 7.33 | |
| Coupa Software | 5.5 | $36M | 603k | 58.80 | |
| Change Healthcare | 4.7 | $30M | 1.1M | 27.49 | |
| Liberty Media Corp Del Com C Braves Grp | 3.5 | $23M | 836k | 27.50 | |
| Take-Two Interactive Software (TTWO) | 3.4 | $22M | 202k | 109.00 | |
| Equinix (EQIX) | 2.0 | $13M | 23k | 568.84 | |
| Everbridge, Inc. Cmn (EVBG) | 1.9 | $12M | 402k | 30.88 | |
| Asbury Automotive (ABG) | 0.9 | $6.0M | 40k | 151.10 | |
| Tuesday Morning Ord | 0.4 | $2.4M | 20M | 0.12 |
