Tensile Capital Management Q2 2021 13F Holdings

Tensile Capital Management Q2 2021 holdings
TickerName Value Shares↓ Weighting
AVLR AVALARA INCReduce  $156,205
4.9%
965,418
-13.5%
17.70%
-9.4%
LAD LITHIA MOTOR CORPcl aAdd  $113,271
-7.7%
329,622
4.8%
12.83%
-20.3%
TUEM TUESDAY MORNING CORPNew  $90,71420,158,59310.28%
CCK CROWN HOLDINGS INC COM...Add  $86,490
7.0%
846,195
1.6%
9.80%
-7.6%
VVV VALVOLINE INCReduce  $80,060
12.1%
2,466,415
-10.0%
9.07%
-3.2%
DKS DICKS SPORTING GOODSAdd  $65,582
36.8%
654,579
4.0%
7.43%
18.1%
TTWO TAKE-TWO INTERACTIVE S...Add  $59,354
1.7%
335,298
1.5%
6.72%
-12.2%
EQIX EQUINIX INCReduce  $51,400
8.0%
64,042
-8.6%
5.82%
-6.8%
AAP ADVANCE AUTO PARTS INC  $51,205
11.8%
249,6080.0%5.80%
-3.5%
BATRK LIBERTY BRAVES GROUP -C  $30,943
-0.2%
1,114,2630.0%3.51%
-13.8%
CSOD CORNERSTONE ONDEMAND INCAdd  $27,273
25.3%
528,761
5.9%
3.09%
8.2%
VTNR VERTEX ENERGY INC  $19,845
838.3%
1,500,0000.0%2.25%
708.6%
VERX VERTEX INCReduce  $18,533
-2.5%
844,700
-2.3%
2.10%
-15.8%
CNNE CANNAE HOLDINGS INCAdd  $16,826
14.0%
496,188
33.2%
1.91%
-1.6%
TLND TALEND SAadsReduce  $8,611
-67.7%
131,264
-68.7%
0.98%
-72.1%
AYX ALTERYX INCAdd  $6,378
14.8%
74,149
10.7%
0.72%
-0.8%
PS PLURALSIGHT INCSold out  $0-150,337-0.44%
BOX BOX INC CL ASold out  $0-185,787-0.56%
ORLY OREILLY AUTOMOTIVE INCSold out  $0-19,654-1.31%
  • Tensile Capital Management Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $883 Million
  • Holdings
    16
  • Turnover
    22.2%
  • EDGAR