—

Tensile Capital Management LP

Q1 2026 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    25

  • Value ($000)

    $698,494

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DKS

DICK'S SPORTING GOODS INC

COM
253393102
$70.96M
10 %

357,844

V
VVV

VALVOLINE INC

COM
92047W101
$70.69M
10 %

2,098,843

L
LAD

LITHIA MOTORS INC

COM
536797103
$55.68M
8 %

222,963

U
USFD

US FOODS HOLDING CORP

COM
912008109
$49.89M
7 %

541,042

C
CTRI

CENTURI HOLDINGS INC

COM SHS
155923105
$46.48M
7 %

1,591,243

C
CCK

CROWN HOLDINGS INC

COM
228368106
$43.63M
6 %

435,165

Q
QTWO

Q2 HOLDINGS INC

COM
74736L109
$42.09M
6 %

889,767

V
VERX

VERTEX INC

CL A
92538J106
$40.41M
6 %

3,398,563

B
BATRK

ATLANTA BRAVES HOLDINGS INC

COM SER C
047726302
$32.19M
5 %

753,879

B
BL

BLACKLINE INC

COM
09239B109
$27.78M
4 %

750,786

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 25