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Tensile Capital Management LP 13F holdings

Filed 2026-08-14 · Tensile Capital Management LP · 22 positions · $724.3M

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TickerCompanySharesValue% of portfolio
DKSDICKS SPORTING GOODS INC357.8K$81.2M11.2%
TYLTYLER TECHNOLOGIES INC245.0K$71.7M9.9%
LADLITHIA MTRS INC223.0K$64.8M8.9%
VVVVALVOLINE INC1.6M$61.4M8.5%
COMPCOMPASS INC4.0M$49.5M6.8%
USFDUS FOODS HLDG CORP446.0K$45.6M6.3%
CTRICENTURI HOLDINGS INC1.5M$44.4M6.1%
QTWOQ2 HLDGS INC868.8K$41.8M5.8%
BATRKATLANTA BRAVES HLDGS INC753.9K$39.1M5.4%
WBIWATERBRIDGE INFRASTRUCTURE L1.1M$37.1M5.1%
CCICROWN HLDGS INC300.2K$33.6M4.6%
VERXVERTEX INC2.9M$33.3M4.6%
EQIXEQUINIX INC24.4K$25.4M3.5%
BLBLACKLINE INC694.8K$19.5M2.7%
UHALU HAUL HOLDING COMPANY316.6K$18.3M2.5%
SKYCHAMPION HOMES INC203.6K$17.9M2.5%
NCNONCINO INC1.1M$17.3M2.4%
APPFAPPFOLIO INC73.0K$11.7M1.6%
HOSHELIX ENERGY SOLUTIONS GRP I490.3K$4.3M0.6%
VISNVISTANCE NETWORKS INC315.5K$4.0M0.6%
ALITALIGHT INC3.2M$1.8M0.2%
FOXFFOX FACTORY HLDG CORP40.6K$687,5090.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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