13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002863
Total Value
$962,543
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 3,769,550 | $201,105 | 20.89% |
| 2 | DICKS SPORTING GOODS | 253393102 | 426,844 | $97,679 | 10.15% |
| 3 | Q2 HOLDINGS INC | QTWO | 867,767 | $87,341 | 9.07% |
| 4 | LITHIA MTRS INC | 536797103 | 235,527 | $84,184 | 8.75% |
| 5 | VALVOLINE INC | VVV | 1,840,179 | $66,578 | 6.92% |
| 6 | US FOODS HLDG CORP | USFD | 846,314 | $57,092 | 5.93% |
| 7 | CROWN HOLDINGS INC COM STK | CCK | 615,074 | $50,860 | 5.28% |
| 8 | NCINO INC | NCNO | 1,428,734 | $47,977 | 4.98% |
| 9 | ALIGHT INC. | ALIT | 6,573,322 | $45,487 | 4.73% |
| 10 | BLACKLINE INC | BL | 740,997 | $45,023 | 4.68% |
| 11 | ATLANTA BRAVES HOLDINGS INC | BATRB | 978,907 | $37,453 | 3.89% |
| 12 | SMARTSHEET INC | 83200N103 | 659,816 | $36,969 | 3.84% |
| 13 | ACADEMY SPORTS & OUTDOORS | ASO | 527,039 | $30,321 | 3.15% |
| 14 | WORKIVA INC | WK | 238,321 | $26,096 | 2.71% |
| 15 | EQUINIX INC | EQIX | 25,892 | $24,413 | 2.54% |
| 16 | PRO HOLDINGS INC | 74346Y103 | 1,005,613 | $22,083 | 2.29% |
| 17 | RUSH ENTERPRISES INC | RUSHB | 34,354 | $1,882 | 0.20% |