Tensile Capital Management as of March 31, 2025
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 16.3 | $128M | 3.7M | 35.01 | |
| Dick's Sporting Goods (DKS) | 9.7 | $76M | 379k | 201.56 | |
| Lithia Motors (LAD) | 8.8 | $69M | 236k | 293.54 | |
| Q2 Holdings (QTWO) | 8.8 | $69M | 862k | 80.01 | |
| Valvoline Inc Common (VVV) | 8.7 | $68M | 2.0M | 34.81 | |
| Crown Holdings (CCK) | 6.9 | $54M | 605k | 89.26 | |
| Us Foods Hldg Corp call (USFD) | 6.9 | $54M | 824k | 65.46 | |
| Ncino (NCNO) | 5.7 | $45M | 1.6M | 27.47 | |
| Blackline (BL) | 5.4 | $42M | 872k | 48.42 | |
| Alight Com Cl A (ALIT) | 4.9 | $39M | 6.5M | 5.93 | |
| Atlanta Braves Holdings Com C (BATRK) | 4.5 | $35M | 884k | 40.01 | |
| Valaris Cl A (VAL) | 3.3 | $26M | 660k | 39.26 | |
| Equinix (EQIX) | 2.7 | $21M | 26k | 815.35 | |
| PROS Holdings (PRO) | 2.5 | $19M | 1.0M | 19.03 | |
| Workiva Inc equity us cm (WK) | 2.1 | $16M | 215k | 75.91 | |
| Academy Sports & Outdoor (ASO) | 1.6 | $13M | 282k | 45.61 | |
| Helix Energy Solutions (HLX) | 0.8 | $6.4M | 773k | 8.31 | |
| Rush Enterprises Cl A (RUSHA) | 0.2 | $1.8M | 34k | 53.41 |
