13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002460
Total Value
$638.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 5,970,258 | $86.6M | 13.56% |
| 2 | DICKS SPORTING GOODS INC | 253393102 | 603,188 | $72.6M | 11.36% |
| 3 | VALVOLINE INC | VVV | 2,182,060 | $71.2M | 11.15% |
| 4 | CROWN HOLDINGS INC | CCK | 864,050 | $71.0M | 11.12% |
| 5 | ACADEMY SPORTS & OUTDOORS IN | ASO | 1,207,039 | $63.4M | 9.93% |
| 6 | LITHIA MTRS INC | 536797103 | 299,912 | $61.4M | 9.61% |
| 7 | ALIGHT INC | ALIT | 5,184,016 | $43.3M | 6.78% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 945,193 | $30.5M | 4.77% |
| 9 | BLACKLINE INC | BL | 427,021 | $28.7M | 4.50% |
| 10 | SMARTSHEET INC | 83200N103 | 673,424 | $26.5M | 4.15% |
| 11 | COUPA SOFTWARE | 22266L106 | 303,310 | $24.0M | 3.76% |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 181,475 | $18.9M | 2.96% |
| 13 | DONNELLEY FINL SOLUTIONS INC | 25787G100 | 408,298 | $15.8M | 2.47% |
| 14 | EQUINIX INC | EQIX | 23,142 | $15.2M | 2.37% |
| 15 | EVERBRIDGE INC | EVEX-WT | 317,849 | $9.4M | 1.47% |
| 16 | TUESDAY MORNING CORP | 89904V200 | 472,110 | $323,395 | 0.05% |