News + Filings Transactions Holdings
|
|
Tensile Capital Management LP
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
Vertex, Inc.
| VERX | Common | 5,866,717 | -103,541 | 114,400,982,000 | 27,772,538,000 | 14.80 | |
Hist
| 06/30/2023 |
|
DICK'S SPORTING GOODS, INC.
| DKS | Common | 710,420 | 107,232 | 93,910,420,000 | 21,352,935,000 | 12.15 | 0.82 |
Hist
| 06/30/2023 |
|
CROWN HOLDINGS INC
| CCK | Common | 944,050 | 80,000 | 82,009,624,000 | 10,976,073,000 | 10.61 | 0.79 |
Hist
| 06/30/2023 |
|
VALVOLINE INC
| VVV | COM | 2,033,335 | -148,725 | 76,270,396,000 | 5,026,137,000 | 9.87 | 1.23 |
Hist
| 06/30/2023 |
|
LITHIA MOTORS INC
| LAD | CL A | 249,912 | -50,000 | 76,000,738,000 | 14,596,755,000 | 9.83 | 0.91 |
Hist
| 06/30/2023 |
|
Academy Sports & Outdoors, Inc.
| ASO | COM | 1,234,884 | 27,845 | 66,745,480,000 | 3,327,651,000 | 8.63 | 1.62 |
Hist
| 06/30/2023 |
|
Alight, Inc. / Delaware
| ALIT | Common | 6,179,035 | 995,019 | 57,094,283,000 | 13,755,909,000 | 7.39 | |
Hist
| 06/30/2023 |
|
Liberty Media Corp
| BATRK | Common | 992,619 | 47,426 | 39,327,565,000 | 8,863,995,000 | 5.09 | 0.16 |
Hist
| 06/30/2023 |
|
BLACKLINE, INC.
| BL | COM | 614,778 | 187,757 | 33,087,352,000 | 4,361,649,000 | 4.28 | |
Hist
| 06/30/2023 |
|
SMARTSHEET INC
| SMAR | Common | 836,900 | 163,476 | 32,019,794,000 | 5,513,825,000 | 4.14 | |
Hist
| 06/30/2023 |
|
Donnelley Financial Solutions, Inc.
| DFIN | Common | 611,634 | 203,336 | 27,847,696,000 | 12,066,978,000 | 3.60 | |
Hist
| 06/30/2023 |
|
EQUINIX INC
| EQIX | COM PAR $0.001 | 25,142 | 2,000 | 19,709,819,000 | 4,551,115,000 | 2.55 | 0.03 |
Hist
| 06/30/2023 |
|
WORKIVA INC
| WK | COM CL A | 115,000 | 115,000 | 11,690,900,000 | 11,690,900,000 | 1.51 | |
Hist
| 06/30/2023 |
|
TAKE TWO INTERACTIVE SOFTWARE INC
| TTWO | Common | 64,475 | -117,000 | 9,488,141,000 | -9,408,851,000 | 1.23 | |
Hist
| 06/30/2023 |
|
Q2 Holdings, Inc.
| QTWO | Common | 284,244 | 284,244 | 8,783,140,000 | 8,783,140,000 | 1.14 | 0.49 |
Hist
| 06/30/2023 |
|
EVERBRIDGE, INC.
| EVBG | Common | 324,954 | 7,105 | 8,741,263,000 | -660,710,000 | 1.13 | 0.80 |
Hist
| 06/30/2023 |
|
US Foods Holding Corp.
| USFD | Common | 196,114 | 196,114 | 8,629,016,000 | 8,629,016,000 | 1.12 | 0.08 |
Hist
| 06/30/2023 |
|
nCino, Inc.
| NCNO | Common | 239,762 | 239,762 | 7,221,631,000 | 7,221,631,000 | 0.93 | 0.21 |
Hist
| 06/30/2023 |
|
TUESDAY MORNING CORP/DE
| TUEM | COM NEW | 0 | -472,110 | 0 | -323,395,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Coupa Software Inc
| COUP | COM | 0 | -303,310 | 0 | -24,013,053,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|