Tensile Capital Management as of Dec. 31, 2023
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 16.1 | $138M | 5.1M | 26.94 | |
| Valvoline Inc Common (VVV) | 9.5 | $82M | 2.2M | 37.58 | |
| Dick's Sporting Goods (DKS) | 9.2 | $78M | 533k | 146.95 | |
| Lithia Motors (LAD) | 8.0 | $69M | 209k | 329.28 | |
| Crown Holdings (CCK) | 7.2 | $62M | 668k | 92.09 | |
| Academy Sports & Outdoor (ASO) | 7.1 | $61M | 924k | 66.00 | |
| Alight Com Cl A (ALIT) | 6.4 | $55M | 6.4M | 8.53 | |
| Smartsheet Com Cl A (SMAR) | 6.3 | $54M | 1.1M | 47.82 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $48M | 1.1M | 45.41 | |
| Q2 Holdings (QTWO) | 5.0 | $43M | 990k | 43.41 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 4.5 | $39M | 973k | 39.58 | |
| Ncino (NCNO) | 3.5 | $30M | 900k | 33.63 | |
| Equinix (EQIX) | 3.0 | $26M | 32k | 805.39 | |
| Donnelley Finl Solutions (DFIN) | 2.6 | $22M | 351k | 62.37 | |
| Blackline (BL) | 2.4 | $21M | 335k | 62.44 | |
| Everbridge, Inc. Cmn (EVBG) | 1.7 | $15M | 614k | 24.31 | |
| Cnh Indl N V SHS (CNHI) | 1.3 | $11M | 934k | 12.18 | |
| PROS Holdings (PRO) | 0.3 | $3.0M | 77k | 38.79 |
