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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
 |
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 |
- |
$30.22 |
$137,793,000 |
5,114,805 |
16.11% |
3,658,000 |
-691,912 |
10.561 |
N/A |
|
|
VVV |
Valvoline Inc |
2 |
- |
$41.70 |
$81,626,000 |
2,172,060 |
9.55% |
4,345,000 |
-225,000 |
1.174 |
N/A |
|
|
DKS |
Dicks Sporting Goods Inc |
3 |
- |
$198.53 |
$78,386,000 |
533,420 |
9.17% |
681,000 |
-182,228 |
0.601 |
Sporting Goods Stores |
|
|
LAD |
Lithia Motors Inc |
4 |
- |
$258.03 |
$68,811,000 |
208,975 |
8.05% |
-1,175,000 |
-28,000 |
0.691 |
Auto Dealerships |
|
|
CCK |
Crown Holdings Inc |
5 |
- |
$76.20 |
$61,532,000 |
668,174 |
7.2% |
-5,551,000 |
-90,000 |
0.496 |
Packaging & Containers |
|
|
ASO |
Academy Sports & Outdoors, ... |
6 |
- |
$0.00 |
$60,987,000 |
924,039 |
7.13% |
1,905,000 |
-325,845 |
1.003 |
N/A |
|
|
ALIT |
Alight, Inc |
7 |
- |
$9.11 |
$54,785,000 |
6,422,638 |
6.41% |
5,274,000 |
-560,610 |
1.286 |
N/A |
|
|
SMAR |
Smartsheet Inc |
8 |
- |
$36.71 |
$53,774,000 |
1,124,516 |
6.29% |
9,490,000 |
30,000 |
0.932 |
N/A |
|
|
USFD |
Us Foods Holding Corp. |
9 |
- |
$50.55 |
$47,967,000 |
1,056,314 |
5.61% |
18,203,000 |
306,600 |
0.427 |
N/A |
|
|
QTWO |
Q2 Holdings, Inc. |
10 |
- |
$50.37 |
$42,977,000 |
990,017 |
5.03% |
14,369,000 |
103,500 |
1.658 |
N/A |
|
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BATRK |
Liberty Media Corporation |
11 |
- |
$41.99 |
$38,496,000 |
972,619 |
4.5% |
-901,000 |
-130,000 |
2.436 |
Entertainment - Diver... |
|
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NCNO |
nCino, Inc. |
12 |
- |
$31.04 |
$30,257,000 |
899,698 |
3.54% |
8,693,000 |
221,580 |
0.816 |
N/A |
|
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EQIX |
Equinix Inc |
13 |
- |
$744.11 |
$25,685,000 |
31,892 |
3% |
163,000 |
-3,250 |
0.027 |
Telecom Services - Do... |
|
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DFIN |
Donnelley Financial Solutio... |
14 |
- |
$61.15 |
$21,905,000 |
351,209 |
2.56% |
-517,000 |
-47,197 |
1.038 |
N/A |
|
|
BL |
Blackline, Inc. |
15 |
- |
$60.84 |
$20,900,000 |
334,729 |
2.44% |
-10,493,000 |
-231,216 |
0.524 |
N/A |
|
|
EVBG |
Everbridge, Inc. |
16 |
- |
$34.86 |
$14,922,000 |
613,813 |
1.74% |
916,000 |
-10,903 |
1.599 |
N/A |
|
|
CNHI |
Cnh Industrial Nv |
17 |
New |
$12.70 |
$11,381,000 |
934,432 |
1.33% |
11,381,000 |
934,432 |
0.069 |
N/A |
|
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PRO |
Pros Holdings Inc |
18 |
New |
$33.96 |
$2,980,000 |
76,834 |
0.35% |
2,980,000 |
76,834 |
0.168 |
Application Software |
|
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AMSWA |
American Software Inc |
19 |
Closed |
$10.76 |
$0 |
0 |
0% |
-3,480,000 |
-303,705 |
0 |
Application Software |
|
