Tensile Capital Management LP
CIK: 1598843
Holdings (22)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- DKS
DICKS SPORTING GOODS INC
$81.16M
357,844 sh11.21%+0.0% - TYL
TYLER TECHNOLOGIES INC
$71.67M
245,043 sh9.90%+377.0% - LAD
LITHIA MTRS INC
$64.77M
222,963 sh8.94%+0.0% - VVV
VALVOLINE INC
$61.44M
1.55M sh8.48%-26.0% - COMP
COMPASS INC
$49.47M
4.01M sh6.83%+100.9% - USFD
US FOODS HLDG CORP
$45.61M
446,042 sh6.30%-17.6% - CTRI
CENTURI HOLDINGS INC
$44.36M
1.47M sh6.13%-7.8% - QTWO
Q2 HLDGS INC
$41.79M
868,767 sh5.77%-2.4% - BATRK
ATLANTA BRAVES HLDGS INC
$39.13M
753,879 sh5.40%+0.0% - WBI
WATERBRIDGE INFRASTRUCTURE L
$37.1M
1.08M sh5.12%+9.9% - CCK
CROWN HLDGS INC
$33.56M
300,165 sh4.63%-31.0% - VERX
VERTEX INC
$33.28M
2.90M sh4.59%-14.7% - EQIX
EQUINIX INC
$25.43M
24,392 sh3.51%-7.6% - BL
BLACKLINE INC
$19.5M
694,846 sh2.69%-7.5% - UHAL.B
U HAUL HOLDING COMPANY
$18.27M
316,610 sh2.52%-17.0% - SKY
CHAMPION HOMES INC
$17.94M
203,583 sh2.48%-3.6% - NCNO
NCINO INC
$17.28M
1.06M sh2.39%+5.1% - APPF
APPFOLIO INC
$11.71M
73,000 sh1.62%+37.7% - HLX
HELIX ENERGY SOLUTIONS GRP I
$4.29M
490,277 sh0.59%-42.3% - VISN
VISTANCE NETWORKS INC
$4.03M
315,453 sh0.56%New - ALIT
ALIGHT INC
$1.8M
3.21M sh0.25%-14.5% - FOXF
FOX FACTORY HLDG CORP
$688K
40,573 sh0.09%-82.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 DKS DICKS SPORTING GOODS INC | 357,844 | $81.16M | +0.0% | 11.21% | Q2 2026 |
 TYL TYLER TECHNOLOGIES INC | 245,043 | $71.67M | +377.0% | 9.90% | Q2 2026 |
 LAD LITHIA MTRS INC | 222,963 | $64.77M | +0.0% | 8.94% | Q2 2026 |
 VVV VALVOLINE INC | 1.55M | $61.44M | -26.0% | 8.48% | Q2 2026 |
 COMP COMPASS INC | 4.01M | $49.47M | +100.9% | 6.83% | Q2 2026 |
 USFD US FOODS HLDG CORP | 446,042 | $45.61M | -17.6% | 6.30% | Q2 2026 |
 CTRI CENTURI HOLDINGS INC | 1.47M | $44.36M | -7.8% | 6.13% | Q2 2026 |
 QTWO Q2 HLDGS INC | 868,767 | $41.79M | -2.4% | 5.77% | Q2 2026 |
 BATRK ATLANTA BRAVES HLDGS INC | 753,879 | $39.13M | +0.0% | 5.40% | Q2 2026 |
 WBI WATERBRIDGE INFRASTRUCTURE L | 1.08M | $37.1M | +9.9% | 5.12% | Q2 2026 |
 CCK CROWN HLDGS INC | 300,165 | $33.56M | -31.0% | 4.63% | Q2 2026 |
 VERX VERTEX INC | 2.90M | $33.28M | -14.7% | 4.59% | Q2 2026 |
 EQIX EQUINIX INC | 24,392 | $25.43M | -7.6% | 3.51% | Q2 2026 |
 BL BLACKLINE INC | 694,846 | $19.5M | -7.5% | 2.69% | Q2 2026 |
 UHAL.B U HAUL HOLDING COMPANY | 316,610 | $18.27M | -17.0% | 2.52% | Q2 2026 |
 SKY CHAMPION HOMES INC | 203,583 | $17.94M | -3.6% | 2.48% | Q2 2026 |
 NCNO NCINO INC | 1.06M | $17.28M | +5.1% | 2.39% | Q2 2026 |
 APPF APPFOLIO INC | 73,000 | $11.71M | +37.7% | 1.62% | Q2 2026 |
 HLX HELIX ENERGY SOLUTIONS GRP I | 490,277 | $4.29M | -42.3% | 0.59% | Q2 2026 |
 VISN VISTANCE NETWORKS INC | 315,453 | $4.03M | New | 0.56% | Q2 2026 |
 ALIT ALIGHT INC | 3.21M | $1.8M | -14.5% | 0.25% | Q2 2026 |
 FOXF FOX FACTORY HLDG CORP | 40,573 | $688K | -82.8% | 0.09% | Q2 2026 |
1-22 of 22 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Tensile Capital Management LP
Tensile Capital Management LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1598843). Signal8 holds 20 13F filings from it. Its SEC filings list California as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 22 securities, not counting options, down from 25 in Q1 2026.
Its five largest reported positions, in order, are DICKS SPORTING GOODS INC (DKS), TYLER TECHNOLOGIES INC (TYL), LITHIA MTRS INC (LAD), VALVOLINE INC (VVV) and COMPASS INC (COMP). The next five are US FOODS HLDG CORP (USFD), CENTURI HOLDINGS INC (CTRI), Q2 HLDGS INC (QTWO), ATLANTA BRAVES HLDGS INC (BATRK) and WATERBRIDGE INFRASTRUCTURE L (WBI).
Recent 13F filings by Tensile Capital Management LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 22 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 25 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 24 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 22 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 21 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 18 securities.