Tensile Capital Management LP

10% Owner
Tensile Capital Management LP
$497,034,000.00
%
COMPANY
SHARES
NET TOTAL
15.48%
LITHIA MTRS INC
279,912
$76,923,000.00
14.96%
AVALARA INC
1,053,408
$74,371,000.00
13.50%
CROWN HLDGS INC
728,055
$67,105,000.00
13.28%
VALVOLINE INC
2,288,655
$65,982,000.00
9.15%
DICKS SPORTING GOODS INC
603,188
$45,462,000.00
8.49%
TAKE-TWO INTERACTIVE SOFTWARE
344,475
$42,209,000.00
6.01%
COUPA SOFTWARE INC
523,224
$29,877,000.00
5.09%
CHANGE HEALTHCARE INC
1,097,844
$25,316,000.00
4.03%
LIBERTY MEDIA CORP DEL
835,535
$20,053,000.00
3.72%
EQUINIX INC
28,142
$18,490,000.00
2.26%
EVERBRIDGE INC
402,168
$11,216,000.00
1.64%
VERTEX INC
720,258
$8,161,000.00
1.46%
TUESDAY MORNING CORP
20,158,592
$7,257,000.00
0.93%
ASBURY AUTOMOTIVE GROUP INC
27,233
$4,612,000.00