Tensile Capital Management LP — 13F Holdings & Portfolio
CIK 1598843 · latest 13F-HR filed 2026-05-15
Tensile Capital Management LP manages $698.5M in 13F-reported U.S. long-equity assets across 25 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DKS (10.16%), VVV (10.12%), LAD (7.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 5, added to 19, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$698.5M
Long-equity book
25
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −5 / ↑19 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DICK'S SPORTING GOODS INC$70.9M +100062.2%
- VALVOLINE INC$70.6M +115798.9%
- LITHIA MOTORS INC$55.6M +74431.9%
- US FOODS HOLDING CORP$49.8M +86591.9%
- CENTURI HOLDINGS INC$46.4M +98535.9%
New Positions
- TYLER TECHNOLOGIES INC$17.6M
- CAVCO INDUSTRIES INC$16.0M
- COMPASS INC$14.6M
- APPFOLIO INC$8.4M
- CELLEBRITE DI LTD$7.2M
Exited Positions
- VALARIS LTD$17.1K
- ONESTREAM INC$9.9K
- ARCBEST CORP$6.0K
- ACADEMY SPORTS & OUTDOORS$3.7K
- U HAUL HOLDING COMPANY$1.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DICK'S SPORTING GOODS INC | DKS | 253393102 | $71.0M | 10.16% | 357,844 | SH |
| 2 | VALVOLINE INC | VVV | 92047W101 | $70.7M | 10.12% | 2,098,843 | SH |
| 3 | LITHIA MOTORS INC | LAD | 536797103 | $55.7M | 7.97% | 222,963 | SH |
| 4 | US FOODS HOLDING CORP | USFD | 912008109 | $49.9M | 7.14% | 541,042 | SH |
| 5 | CENTURI HOLDINGS INC | CTRI | 155923105 | $46.5M | 6.65% | 1,591,243 | SH |
| 6 | CROWN HOLDINGS INC | CCK | 228368106 | $43.6M | 6.25% | 435,165 | SH |
| 7 | Q2 HOLDINGS INC | QTWO | 74736L109 | $42.1M | 6.03% | 889,767 | SH |
| 8 | VERTEX INC | VERX | 92538J106 | $40.4M | 5.79% | 3,398,563 | SH |
| 9 | ATLANTA BRAVES HOLDINGS INC | BATRK | 047726302 | $32.2M | 4.61% | 753,879 | SH |
| 10 | BLACKLINE INC | BL | 09239B109 | $27.8M | 3.98% | 750,786 | SH |
| 11 | WATERBRIDGE INFRASTRUCTURE LLC | WBI | 940923105 | $26.4M | 3.78% | 984,574 | SH |
| 12 | EQUINIX INC | EQIX | 29444U700 | $25.9M | 3.70% | 26,392 | SH |
| 13 | CLEARWATER ANALYTICS HOLDINGS INC | CWAN | 185123106 | $20.8M | 2.98% | 879,674 | SH |
| 14 | NOBLE CORP PLC | NE | G65431127 | $19.6M | 2.81% | 399,375 | SH |
| 15 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $17.6M | 2.52% | 51,375 | SH |
| 16 | U-HAUL HOLDING CO | UHAL.B | 023586506 | $17.0M | 2.44% | 381,395 | SH |
| 17 | CAVCO INDUSTRIES INC | CVCO | 149568107 | $16.0M | 2.29% | 33,000 | SH |
| 18 | CHAMPION HOMES INC | SKY | 830830105 | $15.7M | 2.25% | 211,143 | SH |
| 19 | NCINO INC | NCNO | 63947X101 | $15.1M | 2.16% | 1,005,142 | SH |
| 20 | COMPASS INC | COMP | 20464U100 | $14.6M | 2.09% | 1,997,399 | SH |
| 21 | HELIX ENERGY SOLUTIONS GROUP INC | HLX | 42330P107 | $8.4M | 1.20% | 849,946 | SH |
| 22 | APPFOLIO INC | APPF | 03783C100 | $8.4M | 1.20% | 53,000 | SH |
| 23 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $7.2M | 1.04% | 525,202 | SH |
| 24 | FOX FACTORY HOLDING CORP | FOXF | 35138V102 | $3.9M | 0.56% | 236,512 | SH |
| 25 | ALIGHT INC | ALIT | 01626W101 | $2.2M | 0.31% | 3,760,472 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $698.5M | 25 | 0002080880-26-000012 |
| 2025-12-31 | 2026-02-17 | $772.0K | 24 | 0001214659-26-002004 |
| 2025-09-30 | 2025-11-14 | $800.4K | 22 | 0001214659-25-016664 |