Tensile Capital Management’s CDK Global, Inc. CDK Stock Holding History

Tensile Capital Management’s Portfolio CDK Stock Details CDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-323,697	Closed	-$10.6M	–	22
2020 Q1	$10.6M	Sell	323,697 -197,852	-38%	-$9.45M	2.09%	15
2019 Q4	$28.5M	Buy	521,549 +171,478	+49%	+$8.81M	3.65%	13
2019 Q3	$16.8M	Buy	+350,071	New	+$16.8M	2.14%	16
2015 Q2	–	Sell	-58,000	Closed	-$2.71M	–	18
2015 Q1	$2.71M	Hold	58,000	–	–	0.71%	17
2014 Q4	$2.36M	Buy	+58,000	New	+$2.05M	0.6%	18

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tensile Capital Management's CDK Position: Q2 2020 in Review

Tensile Capital Management sold out of CDK Global, Inc. (CDK) in Q2 2020, closing a stake of 323,697 shares — an estimated $10.6M sold.

Tensile Capital Management first reported a position in CDK in Q4 2014 and held it in 5 quarters. The position peaked at $28.5M in Q4 2019. 484 funds tracked by Wall St. Rank hold CDK as of Q2 2020.

Tensile Capital Management reported no remaining CDK Global, Inc. position as of Q2 2020 after selling out during the quarter.
Tensile Capital Management sold 323,697 CDK Global, Inc. shares in Q2 2020, an estimated $10.6M.
Tensile Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 5 quarters.
Tensile Capital Management's CDK Global, Inc. position peaked at $28.5M in Q4 2019.
484 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2020.

Based on Tensile Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.