Tensile Capital Management as of Dec. 31, 2022
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 13.6 | $87M | 6.0M | 14.51 | |
| Dick's Sporting Goods (DKS) | 11.4 | $73M | 603k | 120.29 | |
| Valvoline Inc Common (VVV) | 11.2 | $71M | 2.2M | 32.65 | |
| Crown Holdings (CCK) | 11.1 | $71M | 864k | 82.21 | |
| Academy Sports & Outdoor (ASO) | 9.9 | $63M | 1.2M | 52.54 | |
| Lithia Motors (LAD) | 9.6 | $61M | 300k | 204.74 | |
| Alight Com Cl A (ALIT) | 6.8 | $43M | 5.2M | 8.36 | |
| Liberty Media Corp Del Com C Braves Grp | 4.8 | $31M | 945k | 32.23 | |
| Blackline (BL) | 4.5 | $29M | 427k | 67.27 | |
| Smartsheet Com Cl A (SMAR) | 4.1 | $27M | 673k | 39.36 | |
| Coupa Software | 3.8 | $24M | 303k | 79.17 | |
| Take-Two Interactive Software (TTWO) | 3.0 | $19M | 182k | 104.13 | |
| Donnelley Finl Solutions (DFIN) | 2.5 | $16M | 408k | 38.65 | |
| Equinix (EQIX) | 2.4 | $15M | 23k | 655.03 | |
| Everbridge, Inc. Cmn (EVBG) | 1.5 | $9.4M | 318k | 29.58 | |
| Tuesday Morning Corp Com New (TUEMQ) | 0.1 | $323k | 472k | 0.69 |
