Filer Name: TENSILE CAPITAL MANAGEMENT LP
CIK: 1598843
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 17
Portfolio Value: $0.96B

Tensile Capital Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VERX US VERTEX INC - CLASS A 3,769,550 $201M 20.89% -7.0% -
DKS US DICK'S SPORTING GOODS INC 426,844 $98M 10.15% - -
QTWO US Q2 HOLDINGS INC 867,767 $87M 9.07% -7.0% -
LAD US LITHIA MOTORS INC 235,527 $84M 8.75% -9.9% -
VVV US VALVOLINE INC 1,840,179 $67M 6.92% -1.9% -
USFD US US FOODS HOLDING CORP 846,314 $57M 5.93% -9.1% -
CCK US CROWN HOLDINGS INC 615,074 $51M 5.28% - -
NCNO US NCINO INC 1,428,734 $48M 4.98% 12.6% -
ALIT US ALIGHT INC - CLASS A 6,573,322 $45M 4.73% -18.1% -
BL US BLACKLINE INC 740,997 $45M 4.68% 16.5% -
BATRK US ATLANTA BRAVES HOLDINGS IN-C 978,907 $37M 3.89% - -
SMAR US SMARTSHEET INC-CLASS A 659,816 $37M 3.84% -25.0% -
ASO US ACADEMY SPORTS & OUTDOORS IN 527,039 $30M 3.15% -11.7% -
WK US WORKIVA INC 238,321 $26M 2.71% -21.8% -
EQIX US EQUINIX INC 25,892 $24M 2.54% - -
PRO US PROS HOLDINGS INC 1,005,613 $22M 2.29% -13.4% -
RUSHA US RUSH ENTERPRISES INC-CL A 34,354 $2M 0.20% - -
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