13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-019175
Total Value
$924.9M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 4,053,550 | $156.1M | 16.88% |
| 2 | DICKS SPORTING GOODS | 253393102 | 426,844 | $89.1M | 9.63% |
| 3 | LITHIA MTRS INC | 536797103 | 261,527 | $83.1M | 8.98% |
| 4 | VALVOLINE INC | VVV | 1,875,179 | $78.5M | 8.49% |
| 5 | Q2 HLDGS INC | QTWO | 932,767 | $74.4M | 8.05% |
| 6 | ALIGHT INC. | ALIT | 8,028,666 | $59.4M | 6.42% |
| 7 | CROWN HLDGS INC | CCK | 615,074 | $59.0M | 6.38% |
| 8 | US FOODS HLDG CORP | USFD | 931,314 | $57.3M | 6.19% |
| 9 | SMARTSHEET INC | 83200N103 | 879,816 | $48.7M | 5.27% |
| 10 | NCINO INC | NCNO | 1,268,734 | $40.1M | 4.33% |
| 11 | ATLANTA BRAVES HOLDINGS INC | BATRB | 978,907 | $39.0M | 4.21% |
| 12 | BLACKLINE INC | BL | 635,997 | $35.1M | 3.79% |
| 13 | ACADEMY SPORTS & OUTDOORS | ASO | 597,039 | $34.8M | 3.77% |
| 14 | WORKIVA INC | WK | 304,605 | $24.1M | 2.61% |
| 15 | EQUINIX INC | EQIX | 25,892 | $23.0M | 2.48% |
| 16 | PROS HOLDINGS INC | 74346Y103 | 1,161,301 | $21.5M | 2.33% |
| 17 | RUSH ENTERPRISES INC | RUSHB | 34,354 | $1.8M | 0.20% |