Tensile Capital Management LP
CIK Number: 0001598843
783.85M
Market Value
16
# of Holdings
14 months
Avg. Holding Period
68.75%
Win Rate
39.43%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VERX | Vertex, Inc. | 36.84 | -0.22% | 3.77M | -7.01% | 201.1M | 14.85 | 20.89% |
| 2 | DKS | DICK'S Sporting... | 178.37 | +0.92% | 426.84K | 0.00% | 97.68M | 53.63 | 10.15% |
| 3 | QTWO | Q2 Holdings, In... | 87.83 | +2.51% | 867.77K | -6.97% | 87.34M | 33.04 | 9.07% |
| 4 | LAD | Lithia Motors, ... | 332.15 | +2.54% | 235.53K | -9.94% | 84.18M | 158.98 | 8.75% |
| 5 | VVV | Valvoline Inc. | 36.42 | +2.95% | 1.84M | -1.87% | 66.58M | 25.44 | 6.92% |
| 6 | USFD | US Foods Holdin... | 76.61 | +1.53% | 846.31K | -9.13% | 57.09M | 42.16 | 5.93% |
| 7 | CCK | Crown Holdings,... | 101.44 | +1.60% | 615.07K | 0.00% | 50.86M | 61.22 | 5.28% |
| 8 | NCNO | nCino, Inc. | 26.88 | -0.41% | 1.43M | +12.61% | 47.98M | 32.29 | 4.98% |
| 9 | ALIT | Alight, Inc. | 5.27 | +1.35% | 6.57M | -18.13% | 45.49M | 8.98 | 4.73% |
| 10 | BL | BlackLine, Inc. | 55.26 | +2.21% | 741K | +16.51% | 45.02M | 55.84 | 4.68% |
| 11 | BATRK | Atlanta Braves ... | 42.94 | +1.01% | 978.91K | 0.00% | 37.45M | 35.75 | 3.89% |
| 12 | ASO | Academy Sports ... | 46.56 | +6.91% | 527.04K | -11.72% | 30.32M | 41.02 | 3.15% |
| 13 | WK | Workiva Inc. | 67.86 | +3.23% | 238.32K | -21.76% | 26.1M | 73.8 | 2.71% |
| 14 | EQIX | Equinix, Inc. | 887.88 | -0.53% | 25.89K | 0.00% | 24.41M | 532.57 | 2.54% |
| 15 | PRO | PROS Holdings, ... | 15.16 | -3.9% | 1.01M | -13.41% | 22.08M | 21.02 | 2.29% |
| 16 | RUSHA | Rush Enterprise... | 50.31 | +1.19% | 34.35K | 0.00% | 1.88M | 52.83 | 0.20% |