Tensile Capital Management LP

CIK Number: 0001598843

783.85M
Market Value
16
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VERX Vertex, Inc.
34.00
+1.64% 3.77M -7.01% 201.1M 14.85 20.89%
2 DKS DICK'S Sporting...
196.28
+5.72% 426.84K 0.00% 97.68M 53.63 10.15%
3 QTWO Q2 Holdings, In...
94.85
+1.99% 867.77K -6.97% 87.34M 33.04 9.07%
4 LAD Lithia Motors, ...
329.19
-0.66% 235.53K -9.94% 84.18M 158.98 8.75%
5 VVV Valvoline Inc.
37.04
+0.16% 1.84M -1.87% 66.58M 25.44 6.92%
6 USFD US Foods Holdin...
76.74
+0.72% 846.31K -9.13% 57.09M 42.16 5.93%
7 CCK Crown Holdings,...
104.68
+0.73% 615.07K 0.00% 50.86M 61.22 5.28%
8 NCNO nCino, Inc.
27.39
+4.84% 1.43M +12.61% 47.98M 32.29 4.98%
9 ALIT Alight, Inc.
5.64
+3.01% 6.57M -18.13% 45.49M 8.98 4.73%
10 BL BlackLine, Inc.
56.54
+0.66% 741K +16.51% 45.02M 55.84 4.68%
11 BATRK Atlanta Braves ...
46.60
+1.21% 978.91K 0.00% 37.45M 35.75 3.89%
12 ASO Academy Sports ...
45.73
+2.83% 527.04K -11.72% 30.32M 41.02 3.15%
13 WK Workiva Inc.
65.85
+1.04% 238.32K -21.76% 26.1M 73.8 2.71%
14 EQIX Equinix, Inc.
748.50
-9.2% 25.89K 0.00% 24.41M 532.57 2.54%
15 PRO PROS Holdings, ...
15.29
+2.17% 1.01M -13.41% 22.08M 21.02 2.29%
16 RUSHA Rush Enterprise...
51.01
+0.53% 34.35K 0.00% 1.88M 52.83 0.20%