Tensile Capital Management Q4 2021 holdings

$832 Million is the total value of Tensile Capital Management's 17 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.5% .

 Value Shares↓ Weighting
AVLR SellAVALARA INC$114,461
-27.2%
886,540
-1.4%
13.76%
-24.8%
LAD  LITHIA MTRS INC$93,553
-6.3%
315,0450.0%11.25%
-3.2%
VVV SellVALVOLINE INC$91,021
+14.7%
2,440,891
-4.1%
10.94%
+18.5%
CCK SellCROWN HOLDINGS INC COM STK$86,084
+0.9%
778,195
-8.0%
10.35%
+4.3%
DKS SellDICKS SPORTING GOODS INC$72,200
-4.6%
627,882
-0.6%
8.68%
-1.4%
TTWO SellTAKE-TWO INTERACTIVE SOFTWARE$59,669
-0.8%
335,749
-14.0%
7.17%
+2.5%
AAP SellADVANCE AUTO PARTS INC$52,753
+1.9%
219,916
-11.3%
6.34%
+5.3%
EQIX SellEQUINIX INC$47,656
-5.8%
56,342
-12.0%
5.73%
-2.7%
TUEM  TUESDAY MORNING CORP$45,962
-18.6%
20,158,5930.0%5.53%
-15.9%
ASO BuyACADEMY SPORTS & OUTDOORS INC$37,306
+22.2%
849,784
+11.4%
4.48%
+26.3%
CNNE BuyCANNAE HLDGS INC$31,648
+55.0%
900,356
+37.2%
3.80%
+60.2%
ALIT NewALIGHT INC$26,7552,475,000
+100.0%
3.22%
BATRK SellLIBERTY MEDIA CORP DEL$24,573
-16.5%
874,475
-21.5%
2.95%
-13.8%
CHNG BuyCHANGE HEALTHCARE INC$19,719
+80.3%
922,325
+76.6%
2.37%
+86.3%
VERX SellVERTEX INCcl a$11,916
-24.8%
750,879
-9.0%
1.43%
-22.3%
EVBG NewEVERBRIDGE INC$11,775174,885
+100.0%
1.42%
VTNR  VERTEX ENERGY INC$4,666
-13.5%
1,029,9430.0%0.56%
-10.7%
AYX ExitALTERYX INC$0-68,718
-100.0%
-0.58%
CSOD ExitCORNERSTONE ONDEMAND INC$0-444,824
-100.0%
-2.96%
Signed by
  • Dan Katsikas — Chief Compliance Officer

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