Tensile Capital Management LP

Q2 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    21

  • Value ($000)

    $828

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001598843
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VERX
VERX

VERTEX INC

CL A
92538J106
$128.75K
16 %

3,643,850

VVV
VVV

VALVOLINE INC

COM
92047W101
$77.26K
9 %

2,040,179

DKS
DKS

DICKS SPORTING GOODS

COM
253393102
$75.73K
9 %

382,844

LAD
LAD

LITHIA MTRS INC

COM
536797103
$75.51K
9 %

223,527

QTWO
QTWO

Q2 HOLDINGS INC

COM
74736L109
$72.98K
9 %

779,767

USFD
USFD

US FOODS HLDG CORP

COM
912008109
$61.53K
7 %

799,042

CCK
CCK

CROWN HOLDINGS INC COM STK

COM
228368106
$56.17K
7 %

545,430

BL
BL

BLACKLINE INC

COM
09239B109
$45.95K
6 %

811,485

NCNO
NCNO

NCINO INC

COM
63947X101
$37.78K
5 %

1,350,704

BATRK
BATRK

ATLANTA BRAVES HOLDINGS INC

COM C
047726302
$35.26K
4 %

753,907

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