Tensile Capital Management LP 13F Holdings · Q2 2026
Tensile Capital Management LP reported 22 securities worth $724.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DKS (11.21%), TYL (9.90%), LAD (8.94%). Among its top 25 positions this quarter: 1 new, 5 added, 13 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DKS | DICKS SPORTING GOODS INC | $81.2M | 11.21% | 357,844 | Hold |
| 2 | TYL | TYLER TECHNOLOGIES INC | $71.7M | 9.90% | 245,043 | Added |
| 3 | LAD | LITHIA MTRS INC | $64.8M | 8.94% | 222,963 | Hold |
| 4 | VVV | VALVOLINE INC | $61.4M | 8.48% | 1.6M | Trimmed |
| 5 | COMP | COMPASS INC | $49.5M | 6.83% | 4.0M | Added |
| 6 | USFD | US FOODS HLDG CORP | $45.6M | 6.30% | 446,042 | Trimmed |
| 7 | CTRI | CENTURI HOLDINGS INC | $44.4M | 6.13% | 1.5M | Trimmed |
| 8 | QTWO | Q2 HLDGS INC | $41.8M | 5.77% | 868,767 | Trimmed |
| 9 | BATRK | ATLANTA BRAVES HLDGS INC | $39.1M | 5.40% | 753,879 | Hold |
| 10 | WBI | WATERBRIDGE INFRASTRUCTURE L | $37.1M | 5.12% | 1.1M | Added |
| 11 | CCK | CROWN HLDGS INC | $33.6M | 4.63% | 300,165 | Trimmed |
| 12 | VERX | VERTEX INC | $33.3M | 4.59% | 2.9M | Trimmed |
| 13 | EQIX | EQUINIX INC | $25.4M | 3.51% | 24,392 | Trimmed |
| 14 | BL | BLACKLINE INC | $19.5M | 2.69% | 694,846 | Trimmed |
| 15 | UHALB | U HAUL HOLDING COMPANY | $18.3M | 2.52% | 316,610 | Trimmed |
| 16 | SKY | CHAMPION HOMES INC | $17.9M | 2.48% | 203,583 | Trimmed |
| 17 | NCNO | NCINO INC | $17.3M | 2.39% | 1.1M | Added |
| 18 | APPF | APPFOLIO INC | $11.7M | 1.62% | 73,000 | Added |
| 19 | HOS | HELIX ENERGY SOLUTIONS GRP I | $4.3M | 0.59% | 490,277 | Trimmed |
| 20 | VISN | VISTANCE NETWORKS INC | $4.0M | 0.56% | 315,453 | New |
| 21 | ALIT | ALIGHT INC | $1.8M | 0.25% | 3.2M | Trimmed |
| 22 | FOXF | FOX FACTORY HLDG CORP | $687,509 | 0.09% | 40,573 | Trimmed |
| 23 | CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | Exited |
| 24 | CVCO | CAVCO INDUSTRIES INC | $0 | 0.00% | 0 | Exited |
| 25 | CWAN | CLEARWATER ANALYTICS HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR