Tensile Capital Management LP

Q3 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    22

  • Value ($000)

    $800

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VERX

VERTEX INC

CL A
92538J106
$94.31K
12 %

3,804,409

D
DKS

DICKS SPORTING GOODS

COM
253393102
$79.52K
10 %

357,844

V
VVV

VALVOLINE INC

COM
92047W101
$74.65K
9 %

2,078,843

L
LAD

LITHIA MTRS INC

COM
536797103
$74.43K
9 %

235,527

U
USFD

US FOODS HLDG CORP

COM
912008109
$58.54K
7 %

764,042

Q
QTWO

Q2 HOLDINGS INC

COM
74736L109
$56.45K
7 %

779,767

C
CCK

CROWN HOLDINGS INC COM STK

COM
228368106
$51.50K
6 %

533,165

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$45.49K
6 %

2,524,672

B
BL

BLACKLINE INC

COM
09239B109
$43.15K
5 %

812,685

B
BATRK

ATLANTA BRAVES HOLDINGS INC

COM C
047726302
$31.36K
4 %

753,907

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