83 is the total number of securities Tensile Capital Management has owned. The longest Tensile Capital Management has owned a single stock is 31 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| EQIX | EQUINIX INC | 31 | 31 | 2.03% | 5.46% | 8.93% | Q1 2016 | Q3 2023 | 31 |
| EXPD | EXPEDITORS INTL WASH INC | 28 | 28 | 1.65% | 8.40% | 14.65% | Q4 2013 | Q3 2020 | 28 |
| BATRK | LIBERTY MEDIA CORP DEL... | 28 | 28 | 1.61% | 4.83% | 7.35% | Q3 2016 | Q2 2023 | 28 |
| VVV | VALVOLINE INC | 27 | 27 | 4.58% | 8.94% | 11.96% | Q1 2017 | Q3 2023 | 27 |
| CSOD | CORNERSTONE ONDEMAND INC | 26 | 26 | 0.20% | 8.59% | 17.03% | Q2 2015 | Q3 2021 | 26 |
| DKS | DICKS SPORTING GOODS INC | 26 | 26 | 4.20% | 7.37% | 12.17% | Q2 2017 | Q3 2023 | 26 |
| INXN | INTERXION HOLDING N.V. | 25 | 25 | 3.68% | 4.78% | 6.16% | Q4 2013 | Q4 2019 | 25 |
| NWSA | NEWS CORP NEW/CL A | 24 | 24 | 1.39% | 4.81% | 8.67% | Q4 2013 | Q3 2019 | 24 |
| PTC | PTC INC | 21 | 21 | 1.81% | 9.60% | 15.17% | Q1 2015 | Q1 2020 | 21 |
| CCK | CROWN HOLDINGS INC COM... | 21 | 21 | 4.36% | 9.12% | 12.23% | Q3 2018 | Q3 2023 | 21 |
| NWS | NEWS CORP NEW/CL B | 20 | 20 | 0.22% | 5.00% | 9.92% | Q4 2014 | Q3 2019 | 20 |
| LAD | LITHIA MTRS INC | 19 | 19 | 2.10% | 8.76% | 16.10% | Q1 2019 | Q3 2023 | 19 |
| AAP | ADVANCE AUTO PARTS INC | 18 | 18 | 3.07% | 6.72% | 11.18% | Q3 2017 | Q4 2021 | 18 |
| AVLR | AVALARA INC | 17 | 17 | 1.28% | 14.55% | 25.73% | Q3 2018 | Q3 2022 | 17 |
| TTWO | TAKE-TWO INTERACTIVE S... | 17 | 17 | 1.23% | 5.76% | 8.76% | Q2 2019 | Q2 2023 | 17 |
| AYX | ALTERYX INC | 16 | 16 | 0.58% | 1.76% | 5.17% | Q4 2017 | Q3 2021 | 16 |
| RIG | TRANSOCEAN LTD | 15 | 15 | 0.17% | 2.18% | 4.41% | Q2 2017 | Q4 2020 | 15 |
| GUID | GUIDANCE SOFTWARE INC | 15 | 15 | 0.64% | 1.32% | 2.07% | Q4 2013 | Q2 2017 | 15 |
| VERX | VERTEX INC | 13 | 13 | 1.41% | 7.00% | 16.87% | Q3 2020 | Q3 2023 | 13 |
| ASGN | ON ASSIGNMENT INC | 13 | 13 | 1.46% | 6.83% | 9.19% | Q3 2014 | Q3 2017 | 13 |
| XRX | XEROX CORP | 13 | 13 | 2.01% | 5.11% | 9.80% | Q4 2013 | Q4 2016 | 13 |
| WEB | WEB COM INC | 11 | 11 | 1.56% | 2.91% | 4.56% | Q4 2014 | Q2 2017 | 11 |
| VTNR | VERTEX ENERGY INC | 11 | 11 | 0.12% | 0.59% | 2.25% | Q3 2019 | Q1 2022 | 11 |
| WCC | WESCO INTL INC | 10 | 10 | 1.46% | 4.18% | 6.11% | Q4 2013 | Q1 2016 | 10 |
| ETM | ENTERCOM COMMUNICATIONS | 10 | 10 | 0.27% | 0.94% | 1.93% | Q2 2018 | Q3 2020 | 10 |
| ASO | ACADEMY SPORTS & OUTDO... | 9 | 9 | 3.55% | 7.44% | 9.93% | Q3 2021 | Q3 2023 | 9 |
| EQIX | EQUINIX INC | 9 | 9 | 5.41% | 6.72% | 9.58% | Q4 2013 | Q4 2015 | 9 |
| M | MACYS INC | 9 | 9 | 2.14% | 4.09% | 6.54% | Q1 2016 | Q1 2018 | 9 |
| CSG | CHAMBERS STR PPTYS | 8 | 8 | 7.05% | 8.05% | 9.83% | Q4 2013 | Q3 2015 | 8 |
| HAWK | BLACKHAWK NETWORK HOLD... | 8 | 8 | 5.76% | 7.04% | 8.42% | Q2 2016 | Q1 2018 | 8 |
| ALIT | ALIGHT INC | 8 | 8 | 3.22% | 6.03% | 7.52% | Q4 2021 | Q3 2023 | 8 |
| TUMI | TUMI HLDGS INC | 8 | 8 | 1.59% | 5.02% | 6.68% | Q4 2013 | Q3 2015 | 8 |
| TLND | TALEND SA | 8 | 8 | 0.98% | 3.06% | 4.46% | Q3 2019 | Q2 2021 | 8 |
| EVBG | EVERBRIDGE INC | 8 | 8 | 0.92% | 1.49% | 1.93% | Q4 2021 | Q3 2023 | 8 |
| ENOC | ENERNOC INC | 8 | 8 | 0.45% | 1.08% | 1.84% | Q3 2015 | Q2 2017 | 8 |
| CSTM | CONSTELLIUM HOLDCO NV | 8 | 8 | 0.13% | 0.87% | 3.06% | Q4 2014 | Q3 2016 | 8 |
| INFA | INFORMATICA CORP | 7 | 7 | 9.32% | 12.00% | 15.78% | Q4 2013 | Q2 2015 | 7 |
| MATX | MATSON INC | 5 | 2 | 0.78% | 1.17% | 1.57% | Q1 2017 | Q2 2020 | 7 |
| CST | CST BRANDS INC | 6 | 6 | 1.65% | 5.52% | 7.57% | Q4 2013 | Q1 2015 | 6 |
| TUEM | TUESDAY MORNING CORP | 6 | 6 | 0.38% | 4.54% | 10.28% | Q2 2021 | Q3 2022 | 6 |
| NSAM | NORTHSTAR ASSET MGMT G... | 5 | 5 | 5.54% | 8.28% | 9.55% | Q4 2015 | Q4 2016 | 5 |
| CLNS | COLONY NORTHSTAR INC | 5 | 5 | 4.65% | 7.95% | 9.43% | Q1 2017 | Q1 2018 | 5 |
| INST | INSTRUCTURE INC | 5 | 5 | 5.01% | 5.73% | 7.26% | Q4 2018 | Q4 2019 | 5 |
| CLNY | COLONY CAPITAL INC | 5 | 5 | 1.97% | 3.36% | 4.96% | Q2 2018 | Q2 2019 | 5 |
| CHNG | CHANGE HEALTHCARE INC | 5 | 5 | 1.27% | 3.23% | 4.66% | Q3 2021 | Q3 2022 | 5 |
| ORLY | OREILLY AUTOMOTIVE INC | 5 | 5 | 1.31% | 2.93% | 3.76% | Q1 2020 | Q1 2021 | 5 |
| CNNE | CANNAE HOLDINGS INC | 5 | 5 | 1.91% | 2.39% | 3.80% | Q1 2021 | Q1 2022 | 5 |
| PS | PLURALSIGHT INC | 5 | 5 | 0.44% | 2.30% | 3.14% | Q1 2020 | Q1 2021 | 5 |
| CDK | CDK GLOBAL HOLDINGS LLC | 3 | 2 | 0.60% | 1.84% | 3.65% | Q4 2014 | Q1 2020 | 5 |
| SPSC | SPS COMMERCE INC | 5 | 5 | 0.80% | 1.70% | 2.36% | Q4 2017 | Q4 2018 | 5 |
| LOV | SPARK NETWORKS INC | 5 | 5 | 0.80% | 1.43% | 2.00% | Q4 2013 | Q4 2014 | 5 |
| TIBX | TIBCO SOFTWARE INC | 4 | 4 | 11.84% | 12.95% | 14.51% | Q4 2013 | Q3 2014 | 4 |
| COUP | COUPA SOFTWARE INC | 4 | 4 | 3.76% | 5.09% | 5.97% | Q1 2022 | Q4 2022 | 4 |
| SMAR | SMARTSHEET INC | 4 | 4 | 4.14% | 4.56% | 5.57% | Q4 2022 | Q3 2023 | 4 |
| BL | BLACKLINE INC | 4 | 4 | 3.95% | 4.27% | 4.50% | Q4 2022 | Q3 2023 | 4 |
| CLH | CLEAN HARBORS INC. | 4 | 4 | 0.46% | 4.07% | 6.10% | Q1 2014 | Q4 2014 | 4 |
| DFIN | DONNELLEY FINL SOLUTIO... | 4 | 4 | 2.47% | 3.07% | 3.60% | Q4 2022 | Q3 2023 | 4 |
| TW | TOWERS WATSON & CO | 4 | 4 | 2.50% | 2.97% | 3.61% | Q4 2013 | Q3 2014 | 4 |
| NRF | NORTHSTAR RLTY FIN CORP | 4 | 4 | 0.98% | 1.49% | 1.85% | Q1 2016 | Q4 2016 | 4 |
| DOFSQ | DIAMOND OFFSHORE DRILL... | 4 | 4 | 1.02% | 1.28% | 1.53% | Q2 2017 | Q1 2018 | 4 |
| ENERNOC INC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2016 | Q2 2017 | 4 | |
| RHI | ROBERT HALF INTL INC | 3 | 3 | 1.93% | 4.56% | 6.12% | Q4 2013 | Q2 2014 | 3 |
| PRGS | PROGRESS SOFTWARE CORP | 3 | 3 | 1.52% | 2.93% | 3.63% | Q3 2017 | Q1 2018 | 3 |
| VITC | VITACOST COM INC | 3 | 3 | 2.52% | 2.68% | 2.95% | Q4 2013 | Q2 2014 | 3 |
| GRPN | GROUPON INC COM STK | 3 | 3 | 0.55% | 0.95% | 1.46% | Q3 2018 | Q1 2019 | 3 |
| USFD | US FOODS HLDNG CORP | 2 | 2 | 1.12% | 2.43% | 3.74% | Q2 2023 | Q3 2023 | 2 |
| QTWO | Q2 HLDGS INC | 2 | 2 | 1.14% | 2.37% | 3.60% | Q2 2023 | Q3 2023 | 2 |
| HMHC | HOUGHTON MIFFLIN | 2 | 2 | 0.70% | 2.27% | 3.84% | Q2 2015 | Q3 2015 | 2 |
| IBKR | INTERACTIVE BROKERS GR... | 2 | 2 | 2.08% | 2.09% | 2.10% | Q1 2017 | Q2 2017 | 2 |
| NCINO INC | 2 | 2 | 0.93% | 1.82% | 2.71% | Q2 2023 | Q3 2023 | 2 | |
| AWI | ARMSTRONG WORLD INDUST... | 2 | 2 | 1.35% | 1.64% | 1.94% | Q3 2014 | Q4 2014 | 2 |
| WK | WORKIVA INC | 2 | 2 | 1.51% | 1.56% | 1.60% | Q1 2023 | Q2 2023 | 2 |
| OPWR | OPOWER INC | 2 | 2 | 0.32% | 1.36% | 2.40% | Q3 2015 | Q4 2015 | 2 |
| ABG | ASBURY AUTOMOTIVE GROU... | 2 | 2 | 0.80% | 0.86% | 0.92% | Q2 2022 | Q3 2022 | 2 |
| NEWS CORP/NEW-CL B | 2 | 2 | 0.49% | 0.76% | 1.04% | Q2 2014 | Q3 2014 | 2 | |
| BLL | BALL CORP COM STK | 2 | 2 | 0.69% | 0.74% | 0.79% | Q3 2018 | Q4 2018 | 2 |
| GPT | GRAMERCY PROPERTY TRUST | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2015 | Q4 2015 | 1 |
| ATLANTA BRAVES HLDGS INC | 1 | 1 | 4.95% | 4.95% | 4.95% | Q3 2023 | Q3 2023 | 1 | |
| DICKS SPORTING GOODS INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2023 | Q1 2023 | 1 | |
| TPL | TEXAS PACIFIC LAND TRUST | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
| BOX | BOX INC CL A | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
| AMSWA | AMER SOFTWARE INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
| TUESDAY MORNING CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 | |
Download | |||||||||
The securities at the top of the list , including EQUINIX INC, EXPEDITORS INTL WASH INC, and LIBERTY MEDIA CORP DELAWARE/CL C BRAVES GRP, are the highest-conviction holdings of Tensile Capital Management.
The conviction is calculated by counting the number of quarters a security has been reported by Tensile Capital Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Tensile Capital Management owns currently or has owned in the past.