Tensile Capital Management Q3 2021 13F Holdings

Tensile Capital Management Q3 2021 holdings
TickerName Value Shares↓ Weighting
AVLR AVALARA INCReduce  $157,213
0.6%
899,540
-6.8%
18.29%
3.4%
LAD LITHIA MOTOR CORPcl aReduce  $99,882
-11.8%
315,045
-4.4%
11.62%
-9.4%
CCK CROWN HOLDINGS INC COM...  $85,280
-1.4%
846,1950.0%9.92%
1.3%
VVV VALVOLINE INCAdd  $79,376
-0.9%
2,545,721
3.2%
9.24%
1.8%
DKS DICKS SPORTING GOODSReduce  $75,674
15.4%
631,831
-3.5%
8.80%
18.5%
TTWO TAKE-TWO INTERACTIVE S...Add  $60,133
1.3%
390,298
16.4%
7.00%
4.1%
TUEM TUESDAY MORNING CORP  $56,444
-37.8%
20,158,5930.0%6.57%
-36.1%
AAP ADVANCE AUTO PARTS INCReduce  $51,787
1.1%
247,916
-0.7%
6.03%
3.9%
EQIX EQUINIX INC  $50,602
-1.6%
64,0420.0%5.89%
1.1%
ASO ACADEMY SPORTS & OUTDOORSNew  $30,523762,6953.55%
BATRK LIBERTY BRAVES GROUP -C  $29,439
-4.9%
1,114,2630.0%3.42%
-2.3%
CSOD CORNERSTONE ONDEMAND INCReduce  $25,471
-6.6%
444,824
-15.9%
2.96%
-4.1%
CNNE CANNAE HOLDINGS INCAdd  $20,414
21.3%
656,188
32.2%
2.38%
24.6%
VERX VERTEX INCReduce  $15,851
-14.5%
824,700
-2.4%
1.84%
-12.2%
CHNG CHANGE HEALTHCARE INCNew  $10,937522,3251.27%
VTNR VERTEX ENERGY INCReduce  $5,397
-72.8%
1,029,943
-31.3%
0.63%
-72.1%
AYX ALTERYX INCReduce  $5,023
-21.2%
68,718
-7.3%
0.58%
-19.2%
TLND TALEND SAadsSold out  $0-131,264-0.98%
  • Tensile Capital Management Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $859 Million
  • Holdings
    17
  • Turnover
    18.8%
  • EDGAR