Tensile Capital Management Q4 2020 13F Holdings

Tensile Capital Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
AVLR AVALARA INCReduce  $210,304
22.2%
1,275,418
-5.7%
24.68%
7.1%
LAD LITHIA MOTOR CORPcl aAdd  $101,601
45.1%
347,153
13.0%
11.92%
27.2%
CCK CROWN HOLDINGS INC COM...Reduce  $84,689
30.1%
845,195
-0.2%
9.94%
14.0%
VVV VALVOLINE INCReduce  $73,101
21.5%
3,159,059
-0.0%
8.58%
6.5%
TTWO TAKE-TWO INTERACTIVE S...Reduce  $70,295
19.8%
338,298
-4.7%
8.25%
5.0%
EQIX EQUINIX INCReduce  $52,879
-7.9%
74,042
-2.0%
6.20%
-19.3%
DKS DICKS SPORTING GOODSReduce  $43,820
-9.8%
779,579
-7.1%
5.14%
-21.0%
TLND TALEND SAadsAdd  $35,483
6.6%
925,477
8.6%
4.16%
-6.5%
VERX VERTEX INCReduce  $33,874
42.7%
972,000
-5.8%
3.97%
25.1%
BATRK LIBERTY BRAVES GROUP -CReduce  $30,957
11.9%
1,244,263
-5.5%
3.63%
-1.9%
AAP ADVANCE AUTO PARTS INCAdd  $30,653
33.5%
194,608
30.1%
3.60%
17.0%
ORLY OREILLY AUTOMOTIVE INC  $26,672
-1.8%
58,9340.0%3.13%
-14.0%
PS PLURALSIGHT INCAdd  $25,157
27.9%
1,200,220
4.5%
2.95%
12.1%
CSOD CORNERSTONE ONDEMAND INCReduce  $22,072
-38.4%
501,175
-49.2%
2.59%
-46.0%
AYX ALTERYX INCAdd  $8,159
26.1%
66,993
17.5%
0.96%
10.5%
RIG TRANSOCEAN LTDReduce  $1,485
-35.3%
642,940
-77.4%
0.17%
-43.3%
VTNR VERTEX ENERGY INC  $1,068
-28.8%
1,500,0000.0%0.13%
-37.6%
ETM ENTERCOM COMMUNICATIONScl aSold out  $0-1,239,275-0.27%
EXPD EXPEDITORS INTL WASH INCSold out  $0-136,487-1.65%