Tensile Capital Management LP 13F Holdings

CIK 0001598843 · LARKSPUR, CA

As of Sep 30, 2025, Tensile Capital Management LP reported 22 positions worth $800.4K in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
VERTEX INCVERXTechnology3,804,409$94.3K11.78%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical357,844$79.5K9.94%
VALVOLINE INCVVVEnergy2,078,843$74.7K9.33%
LITHIA MOTORS INCLADConsumer Cyclical235,527$74.4K9.30%
US FOODS HOLDING CORPUSFDConsumer Defensive764,042$58.5K7.31%
Q2 HOLDINGS INCQTWOTechnology779,767$56.4K7.05%
CROWN HOLDINGS INCCCKConsumer Cyclical533,165$51.5K6.43%
CLEARWATER ANALYTICS HOLDINGS INCCWANTechnology2,524,672$45.5K5.68%
BLACKLINE INCBLTechnology812,685$43.2K5.39%
ATLANTA BRAVES HOLDINGS INCBATRKCommunication Services753,907$31.4K3.92%
NCINO INCNCNOTechnology901,539$24.4K3.05%
CHAMPION HOMES INCSKYConsumer Cyclical308,162$23.5K2.94%
ALIGHT INCALITTechnology6,948,894$22.7K2.83%
PROS HOLDINGS INCPROTechnology974,126$22.3K2.79%
EQUINIX INCEQIXReal Estate27,892$21.8K2.73%
VALARIS LTDVALEnergy389,419 9.0K2.37%
CENTURI HOLDINGS INCCTRIUtilities812,088 7.2K2.15%
NOBLE CORP PLCNEEnergy452,611 2.8K1.60%
ACADEMY SPORTS & OUTDOORS INCASOConsumer Cyclical194,875$9.7K1.22%
HELIX ENERGY SOLUTIONS GROUP INCHLXEnergy1,290,959$8.5K1.06%
WATERBRIDGE INFRASTRUCTURE LWBIEnergy300,000$7.6K0.95%
RUSH ENTERPRISES INCRUSHAConsumer Cyclical26,454 .4K0.18%