Tensile Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$698.5M
Q ending 2026-03-31
Prior quarter
$772K
Q ending 2025-12-31
Change
+90373.3% QoQ · +89011.2% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dick'S Sporting Goods Inc | DKS | Shares | $71.0M | 358K |
| Valvoline Inc | VVV | Shares | $70.7M | 2.1M |
| Lithia Motors Inc | LAD | Shares | $55.7M | 223K |
| Us Foods Holding Corp | USFD | Shares | $49.9M | 541K |
| Centuri Holdings Inc | CTRI | Shares | $46.5M | 1.6M |
| Crown Holdings Inc | CCK | Shares | $43.6M | 435K |
| Q2 Holdings Inc | QTWO | Shares | $42.1M | 890K |
| Vertex Inc | VERX | Shares | $40.4M | 3.4M |
| Atlanta Braves Holdings Inc | BATRK | Shares | $32.2M | 754K |
| Blackline Inc | BL | Shares | $27.8M | 751K |
| Waterbridge Infrastructure Llc | WBI | Shares | $26.4M | 985K |
| Equinix Inc | EQIX | Shares | $25.9M | 26K |
| Clearwater Analytics Holdings Inc | Shares | $20.8M | 880K | |
| Noble Corp Plc | Shares | $19.6M | 399K | |
| Tyler Technologies Inc | TYL | Shares | $17.6M | 51K |
| U-Haul Holding Co | UHAL/B | Shares | $17.0M | 381K |
| Cavco Industries Inc | CVCO | Shares | $16.0M | 33K |
| Champion Homes Inc | SKY | Shares | $15.7M | 211K |
| Ncino Inc | NCNO | Shares | $15.1M | 1.0M |
| Compass Inc | COMP | Shares | $14.6M | 2.0M |
| Helix Energy Solutions Group Inc | HLX | Shares | $8.4M | 850K |
| Appfolio Inc | APPF | Shares | $8.4M | 53K |
| Cellebrite Di Ltd | Shares | $7.2M | 525K | |
| Fox Factory Holding Corp | FOXF | Shares | $3.9M | 237K |
| Alight Inc | ALITEUR | Shares | $2.2M | 3.8M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.