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Tensile Capital Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $724,254,846
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DICKS SPORTING GOODS INC · COM · 253393102 · shares: $81,162,598
- TYLER TECHNOLOGIES INC · COM · 902252105 · shares: $71,665,276
- LITHIA MTRS INC · COM · 536797103 · shares: $64,768,522
- VALVOLINE INC · COM · 92047W101 · shares: $61,438,952
- COMPASS INC · CL A · 20464U100 · shares: $49,472,880
- US FOODS HLDG CORP · COM · 912008109 · shares: $45,607,795
- CENTURI HOLDINGS INC · COM SHS · 155923105 · shares: $44,363,471
- Q2 HLDGS INC · COM · 74736L109 · shares: $41,787,693
- ATLANTA BRAVES HLDGS INC · COM SER C · 047726302 · shares: $39,126,320
- WATERBRIDGE INFRASTRUCTURE L · CL A SHS REPSTG · 940923105 · shares: $37,098,406
Reported holdings
22 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 357,844 shares | $81,162,598 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 245,043 shares | $71,665,276 |
| LITHIA MTRS INC | COM | 536797103 | — | 222,963 shares | $64,768,522 |
| VALVOLINE INC | COM | 92047W101 | — | 1,553,843 shares | $61,438,952 |
| COMPASS INC | CL A | 20464U100 | — | 4,012,399 shares | $49,472,880 |
| US FOODS HLDG CORP | COM | 912008109 | — | 446,042 shares | $45,607,795 |
| CENTURI HOLDINGS INC | COM SHS | 155923105 | — | 1,467,046 shares | $44,363,471 |
| Q2 HLDGS INC | COM | 74736L109 | — | 868,767 shares | $41,787,693 |
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | — | 753,879 shares | $39,126,320 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 | — | 1,082,533 shares | $37,098,406 |
| CROWN HLDGS INC | COM | 228368106 | — | 300,165 shares | $33,564,450 |
| VERTEX INC | CL A | 92538J106 | — | 2,898,563 shares | $33,275,503 |
| EQUINIX INC | COM | 29444U700 | — | 24,392 shares | $25,425,977 |
| BLACKLINE INC | COM | 09239B109 | — | 694,846 shares | $19,504,327 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | — | 316,610 shares | $18,268,397 |
| CHAMPION HOMES INC | COM | 830830105 | — | 203,583 shares | $17,939,734 |
| NCINO INC | COM | 63947X101 | — | 1,056,592 shares | $17,275,279 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 73,000 shares | $11,705,550 |
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | — | 490,277 shares | $4,285,021 |
| VISTANCE NETWORKS INC | COM | 20337X109 | — | 315,453 shares | $4,031,489 |
| ALIGHT INC | COM CL A | 01626W101 | — | 3,213,744 shares | $1,799,697 |
| FOX FACTORY HLDG CORP | COM | 35138V102 | — | 40,573 shares | $687,509 |