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Tensile Capital Management LP — 13F Holdings & Portfolio

CIK 1598843 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Tensile Capital Management LP manages $724.3M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DKS (11.21%), TYL (9.90%), LAD (8.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 4; 10 existing positions rose in reported value and 8 fell.

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.

Loading holdings…
AUM
$724.3M

Long-equity book

Holdings
22

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+1 / −4 / ↑10 / ↓8

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DKS11.2% · 0%TYL9.9% · +377%LAD8.9% · 0%VVV8.5% · -26%COMP6.8% · +101%USFD6.3% · -18%CTRI6.1% · -8%QTWO5.8% · -2%BATRK5.4% · 0%WBI5.1% · +10%CCK4.6% · -31%VERX4.6% · -15%EQIX3.5% · -8%BL2.7% · -8%UHAL.B2.5% · -17%SKY2.5% · -4%NCNO2.4% · +5%APPF1.6% · +38%HLX0.6% · -42%VISN0.6% · newALIT0.2% · -14%FOXF0.1% · -83%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 74.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 31, 2026.

Assets Under Management
$1.80B
Discretionary
$1.80B
Employees
11
Accounts
6
Address
700 LARKSPUR LANDING CIRCLE
SUITE 255
LARKSPUR, CA 94939
Phone
(415) 830-8160
Website
Name Title / Status Ownership Type
DOSSEY, DOUGLAS, JOHN ControlMANAGING PARTNER
since May 2012
25–50%Individual
KATSIKAS, DANIEL, JAMES ControlCHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & PARTNER
since Jun 2012
10–25%Individual
YOUNG, ARTHUR, CHIAKAI ControlMANAGING PARTNER
since May 2012
50–75%Individual
Ownership & leadership changes · 2 filings with changes since Jun 15, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2014 filing
  • No longer listedWINTERHALTER, ERIC, ARTHUR · CHIEF ADMINISTRATIVE OFFICER, HEAD OF INVESTOR RELATIONS & PARTNER · Less than 5% · control person · listed since Jun 2012
Oct 25, 2012 filing
  • AddedWINTERHALTER, ERIC, ARTHUR · CHIEF ADMINISTRATIVE OFFICER, HEAD OF INVESTOR RELATIONS & PARTNER · Less than 5% · control person
  • ChangedKATSIKAS, DANIEL, JAMES · title CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & PARTNER
Jun 15, 2012 filing (earliest on record)
  • ListedDOSSEY, DOUGLAS, JOHN · MANAGING PARTNER · 25–50% · control person
  • ListedKATSIKAS, DANIEL, JAMES · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • ListedYOUNG, ARTHUR, CHIAKAI · MANAGING PARTNER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 10 →

Top Trims

Show all 8 →

New Positions

Show all 1 →

Exited Positions

Show all 4 →

Tensile Capital Management LP Holdings (2026-06-30)

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 DICKS SPORTING GOODS INC DKS 253393102 $81.2M 11.21% 357,844 SH
2 TYLER TECHNOLOGIES INC TYL 902252105 $71.7M 9.90% 245,043 SH
3 LITHIA MTRS INC LAD 536797103 $64.8M 8.94% 222,963 SH
4 VALVOLINE INC VVV 92047W101 $61.4M 8.48% 1,553,843 SH
5 COMPASS INC COMP 20464U100 $49.5M 6.83% 4,012,399 SH
6 US FOODS HLDG CORP USFD 912008109 $45.6M 6.30% 446,042 SH
7 CENTURI HOLDINGS INC CTRI 155923105 $44.4M 6.13% 1,467,046 SH
8 Q2 HLDGS INC QTWO 74736L109 $41.8M 5.77% 868,767 SH
9 ATLANTA BRAVES HLDGS INC BATRK 047726302 $39.1M 5.40% 753,879 SH
10 WATERBRIDGE INFRASTRUCTURE L WBI 940923105 $37.1M 5.12% 1,082,533 SH
11 CROWN HLDGS INC CCK 228368106 $33.6M 4.63% 300,165 SH
12 VERTEX INC VERX 92538J106 $33.3M 4.59% 2,898,563 SH
13 EQUINIX INC EQIX 29444U700 $25.4M 3.51% 24,392 SH
14 BLACKLINE INC BL 09239B109 $19.5M 2.69% 694,846 SH
15 U HAUL HOLDING COMPANY UHAL.B 023586506 $18.3M 2.52% 316,610 SH
16 CHAMPION HOMES INC SKY 830830105 $17.9M 2.48% 203,583 SH
17 NCINO INC NCNO 63947X101 $17.3M 2.39% 1,056,592 SH
18 APPFOLIO INC APPF 03783C100 $11.7M 1.62% 73,000 SH
19 HELIX ENERGY SOLUTIONS GRP I HLX 42330P107 $4.3M 0.59% 490,277 SH
20 VISTANCE NETWORKS INC VISN 20337X109 $4.0M 0.56% 315,453 SH
21 ALIGHT INC ALIT 01626W101 $1.8M 0.25% 3,213,744 SH
22 FOX FACTORY HLDG CORP FOXF 35138V102 $687.5K 0.09% 40,573 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $724.3M 22 0002080880-26-000021
2026-03-31 2026-05-15 $698.5M 25 0002080880-26-000012
2025-12-31 2026-02-17 $772.0M 24 0001214659-26-002004
2025-09-30 2025-11-14 $800.4M 22 0001214659-25-016664
Filer Information
Address
700 LARKSPUR LANDING CIRCLE
SUITE 255
LARKSPUR, CA 94939
Phone
(415) 830-8160
Filing Manager
Tensile Capital Management LP
LARKSPUR, CA
Signatory
DANIEL KATSIKAS
COO, CFO, CCO