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| Name: |
Tensile Capital Management LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94111 |
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data |
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| Holdings
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19 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VERX |
Vertex, Inc. |
1 |
- |
$33.29 |
$151,195,000 |
4,760,550 |
16.55% |
13,402,000 |
-354,255 |
7.814 |
N/A |
|
|
DKS |
Dicks Sporting Goods Inc |
2 |
- |
$183.74 |
$104,975,000 |
466,844 |
11.49% |
26,589,000 |
-66,576 |
0.526 |
Sporting Goods Stores |
|
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VVV |
Valvoline Inc |
3 |
- |
$41.05 |
$84,775,000 |
1,902,060 |
9.28% |
3,149,000 |
-270,000 |
1.028 |
N/A |
|
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LAD |
Lithia Motors Inc |
4 |
- |
$259.38 |
$70,394,000 |
233,975 |
7.7% |
1,583,000 |
25,000 |
0.773 |
Auto Dealerships |
|
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ALIT |
Alight, Inc |
5 |
- |
$8.26 |
$67,755,000 |
6,878,666 |
7.42% |
12,970,000 |
456,028 |
1.377 |
N/A |
|
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CCK |
Crown Holdings Inc |
6 |
- |
$84.78 |
$59,292,000 |
748,074 |
6.49% |
-2,240,000 |
79,900 |
0.555 |
Packaging & Containers |
|
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ASO |
Academy Sports & Outdoors, ... |
7 |
- |
$0.00 |
$57,884,000 |
857,039 |
6.34% |
-3,103,000 |
-67,000 |
0.93 |
N/A |
|
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USFD |
Us Foods Holding Corp. |
8 |
- |
$54.68 |
$51,612,000 |
956,314 |
5.65% |
3,645,000 |
-100,000 |
0.387 |
N/A |
|
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QTWO |
Q2 Holdings, Inc. |
9 |
- |
$61.66 |
$49,026,000 |
932,767 |
5.37% |
6,049,000 |
-57,250 |
1.446 |
N/A |
|
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SMAR |
Smartsheet Inc |
10 |
- |
$41.67 |
$46,566,000 |
1,209,516 |
5.1% |
-7,208,000 |
85,000 |
0.888 |
N/A |
|
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NCNO |
nCino, Inc. |
11 |
- |
$31.57 |
$38,727,000 |
1,036,044 |
4.24% |
8,470,000 |
136,346 |
0.94 |
N/A |
|
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BATRK |
Liberty Media Corporation |
12 |
- |
$41.99 |
$38,236,000 |
978,907 |
4.18% |
-260,000 |
6,288 |
2.132 |
Entertainment - Diver... |
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EQIX |
Equinix Inc |
13 |
- |
$781.46 |
$26,321,000 |
31,892 |
2.88% |
636,000 |
0 |
0.027 |
Telecom Services - Do... |
|
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BL |
Blackline, Inc. |
14 |
- |
$52.02 |
$21,617,000 |
334,729 |
2.37% |
717,000 |
0 |
0.524 |
N/A |
|
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EVBG |
Everbridge, Inc. |
15 |
- |
$34.75 |
$18,187,000 |
522,161 |
1.99% |
3,265,000 |
-91,652 |
1.36 |
N/A |
|
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DFIN |
Donnelley Financial Solutio... |
16 |
- |
$62.21 |
$9,997,000 |
161,209 |
1.09% |
-11,908,000 |
-190,000 |
0.477 |
N/A |
|
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CNHI |
Cnh Industrial Nv |
17 |
- |
$11.02 |
$7,574,000 |
584,432 |
0.83% |
-3,807,000 |
-350,000 |
0.043 |
N/A |
|
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WK |
Workiva Llc |
18 |
New |
$81.77 |
$6,784,000 |
80,000 |
0.74% |
6,784,000 |
80,000 |
0.159 |
N/A |
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PRO |
Pros Holdings Inc |
19 |
- |
$30.68 |
$2,791,000 |
76,834 |
0.31% |
-189,000 |
0 |
0.157 |
Application Software |
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