Tensile Capital Management as of Dec. 31, 2024
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 20.9 | $201M | 3.8M | 53.35 | |
| Dick's Sporting Goods (DKS) | 10.1 | $98M | 427k | 228.84 | |
| Q2 Holdings (QTWO) | 9.1 | $87M | 868k | 100.65 | |
| Lithia Motors (LAD) | 8.7 | $84M | 236k | 357.43 | |
| Valvoline Inc Common (VVV) | 6.9 | $67M | 1.8M | 36.18 | |
| Us Foods Hldg Corp call (USFD) | 5.9 | $57M | 846k | 67.46 | |
| Crown Holdings (CCK) | 5.3 | $51M | 615k | 82.69 | |
| Ncino (NCNO) | 5.0 | $48M | 1.4M | 33.58 | |
| Alight Com Cl A (ALIT) | 4.7 | $46M | 6.6M | 6.92 | |
| Blackline (BL) | 4.7 | $45M | 741k | 60.76 | |
| Atlanta Braves Holdings Com C (BATRK) | 3.9 | $38M | 979k | 38.26 | |
| Smartsheet (SMAR) | 3.8 | $37M | 660k | 56.03 | |
| Academy Sports & Outdoor (ASO) | 3.2 | $30M | 527k | 57.53 | |
| Workiva Inc equity us cm (WK) | 2.7 | $26M | 238k | 109.50 | |
| Equinix (EQIX) | 2.5 | $24M | 26k | 942.88 | |
| PROS Holdings (PRO) | 2.3 | $22M | 1.0M | 21.96 | |
| Rush Enterprises Cl A (RUSHA) | 0.2 | $1.9M | 34k | 54.78 |
