EdgeMarket › What Tensile Capital Management Lp reported owning
What Tensile Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
698.5MPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DKS DICK'S SPORTING GOODS, INC. | 71.0M | 10.2% | 357.8K | 183.23 | -17.8% |
| VVV VALVOLINE INC | 70.7M | 10.1% | 2.1M | 33.96 | -12.7% |
| LAD LITHIA MOTORS INC | 55.7M | 8.0% | 223.0K | 370.73 | +20.9% |
| USFD US Foods Holding Corp. | 49.9M | 7.1% | 541.0K | 109.62 | +39.1% |
| CTRI Centuri Holdings, Inc. | 46.5M | 6.7% | 1.6M | 21.36 | +7.2% |
| CCK CROWN HOLDINGS, INC. | 43.6M | 6.2% | 435.2K | 119.47 | +18.6% |
| QTWO Q2 Holdings, Inc. | 42.1M | 6.0% | 889.8K | 63.91 | -15.3% |
| VERX Vertex, Inc. | 40.4M | 5.8% | 3.4M | 13.47 | -46.6% |
| BATRK Atlanta Braves Holdings, Inc. | 32.2M | 4.6% | 753.9K | 51.93 | +19.8% |
| BL BLACKLINE, INC. | 27.8M | 4.0% | 750.8K | 31.83 | -39.1% |
| WBI WaterBridge Infrastructure LLC | 26.4M | 3.8% | 984.6K | 31.70 | — |
| EQIX EQUINIX INC | 25.9M | 3.7% | 26.4K | 1,065.39 | +37.2% |
| unmapped CUSIP 185123106 | 20.8M | 3.0% | 879.7K | — | — |
| NE Noble Corp plc | 19.6M | 2.8% | 399.4K | 46.27 | +73.9% |
| TYL TYLER TECHNOLOGIES INC | 17.6M | 2.5% | 51.4K | 350.73 | -38.2% |
| unmapped CUSIP 023586506 | 17.0M | 2.4% | 381.4K | — | — |
| CVCO CAVCO INDUSTRIES, INC. | 16.0M | 2.3% | 33.0K | 582.55 | +20.1% |
| SKY Champion Homes, Inc. | 15.7M | 2.2% | 211.1K | 90.25 | +26.1% |
| NCNO nCino, Inc. | 15.1M | 2.2% | 1.0M | 20.62 | -26.0% |
| COMP Compass, Inc. | 14.6M | 2.1% | 2.0M | 11.75 | +41.9% |
| HLX HELIX ENERGY SOLUTIONS GROUP INC | 8.4M | 1.2% | 849.9K | 10.35 | +81.6% |
| APPF APPFOLIO INC | 8.4M | 1.2% | 53.0K | 224.40 | -16.1% |
| CLBT Cellebrite DI Ltd. | 7.2M | 1.0% | 525.2K | 11.05 | -28.6% |
| FOXF FOX FACTORY HOLDING CORP | 3.9M | 0.6% | 236.5K | 21.85 | -24.4% |
| ALIT Alight, Inc. / Delaware | 2.2M | 0.3% | 3.8M | 14.22 | -81.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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