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| Name: |
Tensile Capital Management LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94111 |
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| Holdings
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19 |
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Menu
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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 |
- |
$34.49 |
$128,153,000 |
3,660,474 |
16.35% |
-72,952,000 |
-109,076 |
2.354 |
N/A |
|
|
DKS |
Dicks Sporting Goods Inc |
2 |
- |
$202.82 |
$76,360,000 |
378,844 |
9.74% |
-21,319,000 |
-48,000 |
0.427 |
Sporting Goods Stores |
|
|
LAD |
Lithia Motors Inc |
3 |
- |
$335.64 |
$69,137,000 |
235,527 |
8.82% |
-15,047,000 |
0 |
0.779 |
Auto Dealerships |
|
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QTWO |
Q2 Holdings, Inc. |
4 |
- |
$93.99 |
$68,950,000 |
861,767 |
8.8% |
-18,391,000 |
-6,000 |
1.336 |
N/A |
|
|
VVV |
Valvoline Inc |
5 |
- |
$38.20 |
$68,408,000 |
1,965,179 |
8.73% |
1,830,000 |
125,000 |
1.062 |
N/A |
|
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CCK |
Crown Holdings Inc |
6 |
- |
$103.50 |
$54,041,000 |
605,430 |
6.89% |
3,181,000 |
-9,644 |
0.449 |
Packaging & Containers |
|
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USFD |
Us Foods Holding Corp. |
7 |
- |
$77.27 |
$53,942,000 |
824,042 |
6.88% |
-3,150,000 |
-22,272 |
0.333 |
N/A |
|
|
NCNO |
nCino, Inc. |
8 |
- |
$27.66 |
$44,741,000 |
1,628,734 |
5.71% |
-3,236,000 |
200,000 |
1.415 |
N/A |
|
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BL |
Blackline, Inc. |
9 |
- |
$56.64 |
$42,197,000 |
871,485 |
5.38% |
-2,826,000 |
130,488 |
1.365 |
N/A |
|
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ALIT |
Alight, Inc |
10 |
- |
$5.57 |
$38,798,000 |
6,542,676 |
4.95% |
-6,689,000 |
-30,646 |
1.155 |
N/A |
|
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BATRK |
Liberty Media Corporation |
11 |
- |
$41.99 |
$35,365,000 |
883,907 |
4.51% |
-2,088,000 |
-95,000 |
1.925 |
Entertainment - Diver... |
|
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VAL |
Valaris plc |
12 |
New |
$41.86 |
$25,912,000 |
660,000 |
3.31% |
25,912,000 |
660,000 |
0.331 |
Oil & Gas Drilling & ... |
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EQIX |
Equinix Inc |
13 |
- |
$785.11 |
$21,111,000 |
25,892 |
2.69% |
-3,302,000 |
0 |
0.022 |
Telecom Services - Do... |
|
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PRO |
Pros Holdings Inc |
14 |
- |
$14.99 |
$19,265,000 |
1,012,362 |
2.46% |
-2,818,000 |
6,749 |
2.063 |
Application Software |
|
|
WK |
Workiva Llc |
15 |
- |
$65.82 |
$16,341,000 |
215,269 |
2.08% |
-9,755,000 |
-23,052 |
0.429 |
N/A |
|
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ASO |
Academy Sports & Outdoors, ... |
16 |
- |
$0.00 |
$12,864,000 |
282,039 |
1.64% |
-17,457,000 |
-245,000 |
0.306 |
N/A |
|
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HLX |
Helix Energy Solutions Grou... |
17 |
New |
$6.28 |
$6,425,000 |
773,162 |
0.82% |
6,425,000 |
773,162 |
0.515 |
Semiconductor Equipme... |
|
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RUSHA |
Rush Enterprises Inc |
18 |
- |
$51.74 |
$1,835,000 |
34,354 |
0.23% |
-47,000 |
0 |
0.051 |
Auto Dealerships |
|
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SMAR |
Smartsheet Inc |
19 |
Closed |
$56.47 |
$0 |
0 |
0% |
-36,969,000 |
-659,816 |
0 |
N/A |
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