Tensile Capital Management LP

LARKSPUR, CA · CIK 1598843 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTENSILE CAPITAL MANAGEMENT LP (US)

Kindhedge funds, private equity, futures
Others nearbyLarkspur, CA, New York, NY
FamilyTensile Capital Management LP · 2 related pages

$724.3m reported value +3.7% vs Q1 2026

22positions

74.1%in top 10

1 new 5 added 13 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DICKS SPORTING GOODS INC COM DKS	DKS	357,844	$81.2m11.21%	11.21%	Unchanged
2	TYLER TECHNOLOGIES INC COM TYL	TYL	245,043	$71.7m9.90%	9.90%	Added +193.7k	+193,668 377.0%
3	LITHIA MTRS INC COM LAD	LAD	222,963	$64.8m8.94%	8.94%	Unchanged
4	VALVOLINE INC COM VVV	VVV	1,553,843	$61.4m8.48%	8.48%	Reduced -545.0k	-545,000 -26.0%
5	COMPASS INC CL A COMP	COMP	4,012,399	$49.5m6.83%	6.83%	Added +2.0m	+2,015,000 100.9%
6	US FOODS HLDG CORP COM USFD	USFD	446,042	$45.6m6.30%	6.30%	Reduced -95.0k	-95,000 -17.6%
7	CENTURI HOLDINGS INC COM SHS CTRI	CTRI	1,467,046	$44.4m6.13%	6.13%	Reduced -124.2k	-124,197 -7.8%
8	Q2 HLDGS INC COM QTWO	QTWO	868,767	$41.8m5.77%	5.77%	Reduced -21.0k	-21,000 -2.4%
9	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	753,879	$39.1m5.40%	5.40%	Unchanged
10	WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG WBI	WBI	1,082,533	$37.1m5.12%	5.12%	Added +98.0k	+97,959 9.9%
11	CROWN HLDGS INC COM CCK	CCK	300,165	$33.6m4.63%	4.63%	Reduced -135.0k	-135,000 -31.0%
12	VERTEX INC CL A VERX	VERX	2,898,563	$33.3m4.59%	4.59%	Reduced -500.0k	-500,000 -14.7%
13	EQUINIX INC COM EQIX	EQIX	24,392	$25.4m3.51%	3.51%	Reduced -2.0k	-2,000 -7.6%
14	BLACKLINE INC COM BL	BL	694,846	$19.5m2.69%	2.69%	Reduced -55.9k	-55,940 -7.5%
15	U HAUL HOLDING COMPANY COM SER N UHAL.B	UHAL.B	316,610	$18.3m2.52%	2.52%	Reduced -64.8k	-64,785 -17.0%
16	CHAMPION HOMES INC COM SKY	SKY	203,583	$17.9m2.48%	2.48%	Reduced -7.6k	-7,560 -3.6%
17	NCINO INC COM NCNO	NCNO	1,056,592	$17.3m2.39%	2.39%	Added +51.5k	+51,450 5.1%
18	APPFOLIO INC COM CL A APPF	APPF	73,000	$11.7m1.62%	1.62%	Added +20.0k	+20,000 37.7%
19	HELIX ENERGY SOLUTIONS GRP I COM HOS	HOS	490,277	$4.3m0.59%	0.59%	Reduced -359.7k	-359,669 -42.3%
20	COMMSCOPE HLDG CO INC COM VISN	VISN	315,453	$4.0m0.56%	0.56%	New
21	ALIGHT INC COM CL A ALIT	ALIT	3,213,744	$1.8m0.25%	0.25%	Reduced -546.7k	-546,728 -14.5%
22	FOX FACTORY HLDG CORP COM FOXF	FOXF	40,573	$687.5k0.09%	0.09%	Reduced -195.9k	-195,939 -82.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CLEARWATER ANALYTICS HLDGS I		879,674	$20.8m879.7k shares
NOBLE CORP PLC NE	NE	399,375	$19.6m399.4k shares
CAVCO INDS INC DEL CVCO	CVCO	33,000	$16.0m33.0k shares
CELLEBRITE DI LTD CLBT	CLBT	525,202	$7.2m525.2k shares