Tensile Capital Management LP — 13F Holdings & Portfolio
CIK 1598843 · latest 13F-HR filed 2026-08-14
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, exited 4, added to 10, and trimmed 8.
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.
SUITE 255
LARKSPUR, CA 94939
$724.3M
Long-equity book
22
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −4 / ↑10 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TYLER TECHNOLOGIES INC$54.1M +307.4%
- COMPASS INC$34.9M +238.8%
- WATERBRIDGE INFRASTRUCTURE L$10.7M +40.6%
- DICKS SPORTING GOODS INC$10.2M +14.4%
- LITHIA MTRS INC$9.1M +16.3%
Top Trims
- CROWN HLDGS INC-$10.1M -23.1%
- VALVOLINE INC-$9.3M -13.1%
- BLACKLINE INC-$8.3M -29.8%
- VERTEX INC-$7.1M -17.7%
- US FOODS HLDG CORP-$4.3M -8.6%
Exited Positions
- CLEARWATER ANALYTICS HOLDINGS INC$20.8M
- NOBLE CORP PLC$19.6M
- CAVCO INDUSTRIES INC$16.0M
- CELLEBRITE DI LTD$7.2M
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 |
| 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 | $772.0K | 24 | 0001214659-26-002004 |
| 2025-09-30 | 2025-11-14 | $800.4K | 22 | 0001214659-25-016664 |