- New Purchases: ASO, CHNG,
- Added Positions: TTWO, CNNE, VVV,
- Reduced Positions: AVLR, VTNR, LAD, CSOD, DKS, AYX, VERX,
- Sold Out: TLND,
For the details of Tensile Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/tensile+capital+management+lp/current-portfolio/portfolio
These are the top 5 holdings of Tensile Capital Management LP- Avalara Inc (AVLR) - 899,540 shares, 18.29% of the total portfolio. Shares reduced by 6.82%
- Lithia Motors Inc (LAD) - 315,045 shares, 11.62% of the total portfolio. Shares reduced by 4.42%
- Crown Holdings Inc (CCK) - 846,195 shares, 9.92% of the total portfolio.
- Valvoline Inc (VVV) - 2,545,721 shares, 9.24% of the total portfolio. Shares added by 3.22%
- Dick's Sporting Goods Inc (DKS) - 631,831 shares, 8.80% of the total portfolio. Shares reduced by 3.48%
Tensile Capital Management LP initiated holding in Academy Sports and Outdoors Inc. The purchase prices were between $33.96 and $46.16, with an estimated average price of $39.98. The stock is now traded at around $48.000000. The impact to a portfolio due to this purchase was 3.55%. The holding were 762,695 shares as of 2021-09-30.
New Purchase: Change Healthcare Inc (CHNG)Tensile Capital Management LP initiated holding in Change Healthcare Inc. The purchase prices were between $20.9 and $23, with an estimated average price of $21.84. The stock is now traded at around $20.765000. The impact to a portfolio due to this purchase was 1.27%. The holding were 522,325 shares as of 2021-09-30.
Added: Cannae Holdings Inc (CNNE)Tensile Capital Management LP added to a holding in Cannae Holdings Inc by 32.25%. The purchase prices were between $29.78 and $35.14, with an estimated average price of $32.24. The stock is now traded at around $33.660000. The impact to a portfolio due to this purchase was 0.58%. The holding were 656,188 shares as of 2021-09-30.
Sold Out: (TLND)Tensile Capital Management LP sold out a holding in . The sale prices were between $65.47 and $65.96, with an estimated average price of $65.75.
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