Tensile Capital Management LLC Buys O'Reilly Automotive Inc, Lithia Motors Inc, Pluralsight Inc, Sells Instructure Inc, InterXion Holding NV, Advance Auto Parts Inc

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May 16, 2020
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San Francisco, CA, based Investment company Tensile Capital Management LLC (Current Portfolio) buys O'Reilly Automotive Inc, Lithia Motors Inc, Pluralsight Inc, Take-Two Interactive Software Inc, Texas Pacific Land Trust, sells Instructure Inc, InterXion Holding NV, Advance Auto Parts Inc, Expeditors International of Washington Inc, CDK Global Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tensile Capital Management LLC. As of 2020Q1, Tensile Capital Management LLC owns 22 stocks with a total value of $508 million. These are the details of the buys and sells.

For the details of Tensile Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tensile+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Tensile Capital Management LLC
  1. Avalara Inc (AVLR) - 1,382,789 shares, 20.32% of the total portfolio. Shares added by 3.85%
  2. Equinix Inc (EQIX) - 72,542 shares, 8.93% of the total portfolio. Shares added by 0.63%
  3. Crown Holdings Inc (CCK) - 777,904 shares, 8.90% of the total portfolio. Shares added by 0.90%
  4. Take-Two Interactive Software Inc (TTWO) - 375,098 shares, 8.77% of the total portfolio. Shares added by 21.00%
  5. Valvoline Inc (VVV) - 3,144,158 shares, 8.11% of the total portfolio. Shares reduced by 0.79%
New Purchase: O'Reilly Automotive Inc (ORLY)

Tensile Capital Management LLC initiated holding in O'Reilly Automotive Inc. The purchase prices were between $260.92 and $441.07, with an estimated average price of $385.19. The stock is now traded at around $407.12. The impact to a portfolio due to this purchase was 2.83%. The holding were 47,684 shares as of .

New Purchase: Pluralsight Inc (PS)

Tensile Capital Management LLC initiated holding in Pluralsight Inc. The purchase prices were between $7.66 and $20.64, with an estimated average price of $16.71. The stock is now traded at around $19.05. The impact to a portfolio due to this purchase was 2.33%. The holding were 1,078,107 shares as of .

New Purchase: Texas Pacific Land Trust (TPL)

Tensile Capital Management LLC initiated holding in Texas Pacific Land Trust. The purchase prices were between $308.34 and $819.37, with an estimated average price of $664.61. The stock is now traded at around $524.35. The impact to a portfolio due to this purchase was 0.99%. The holding were 13,219 shares as of .

New Purchase: Matson Inc (MATX)

Tensile Capital Management LLC initiated holding in Matson Inc. The purchase prices were between $26.38 and $40.8, with an estimated average price of $35.55. The stock is now traded at around $24.92. The impact to a portfolio due to this purchase was 0.9%. The holding were 150,000 shares as of .

Added: Lithia Motors Inc (LAD)

Tensile Capital Management LLC added to a holding in Lithia Motors Inc by 105.20%. The purchase prices were between $63.38 and $147.37, with an estimated average price of $121.55. The stock is now traded at around $103.87. The impact to a portfolio due to this purchase was 2.52%. The holding were 304,750 shares as of .

Added: Take-Two Interactive Software Inc (TTWO)

Tensile Capital Management LLC added to a holding in Take-Two Interactive Software Inc by 21.00%. The purchase prices were between $100.15 and $130.39, with an estimated average price of $118.38. The stock is now traded at around $132.54. The impact to a portfolio due to this purchase was 1.52%. The holding were 375,098 shares as of .

Added: Talend SA (TLND)

Tensile Capital Management LLC added to a holding in Talend SA by 24.15%. The purchase prices were between $19.11 and $42.07, with an estimated average price of $34. The stock is now traded at around $29.51. The impact to a portfolio due to this purchase was 0.55%. The holding were 637,976 shares as of .

Added: Entercom Communications Corp (ETM)

Tensile Capital Management LLC added to a holding in Entercom Communications Corp by 40.09%. The purchase prices were between $1.48 and $4.72, with an estimated average price of $3.68. The stock is now traded at around $1.10. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,058,060 shares as of .

Sold Out: Instructure Inc (INST)

Tensile Capital Management LLC sold out a holding in Instructure Inc. The sale prices were between $45.96 and $49, with an estimated average price of $48.21.

Sold Out: InterXion Holding NV (INXN)

Tensile Capital Management LLC sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.



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