Tensile Capital Management LP
An institutional investment manager in LARKSPUR, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1598843.
- Reported value$724.3m
- Positions22
Holdings: 22 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Dicks Sporting Goods IncDKS | COM | 253393102 | 81.2 | 11.2% | 357,844 | Unchanged | |
| Tyler Technologies IncTYL | COM | 902252105 | 71.7 | 9.9% | 245,043 | Added+193,668 | |
| Lithia MTRS IncLAD | COM | 536797103 | 64.8 | 8.9% | 222,963 | Unchanged | |
| Valvoline IncVVV | COM | 92047W101 | 61.4 | 8.5% | 1,553,843 | Reduced−545,000 | |
| Compass IncCOMP | CL A | 20464U100 | 49.5 | 6.8% | 4,012,399 | Added+2,015,000 | |
| US Foods HLDG CorpUSFD | COM | 912008109 | 45.6 | 6.3% | 446,042 | Reduced−95,000 | |
| Centuri Holdings IncCTRI | COM SHS | 155923105 | 44.4 | 6.1% | 1,467,046 | Reduced−124,197 | |
| Q2 Holdings IncQTWO | COM | 74736L109 | 41.8 | 5.8% | 868,767 | Reduced−21,000 | |
| Atlanta Braves Holdings IncBATRA | COM SER C | 047726302 | 39.1 | 5.4% | 753,879 | Unchanged | |
| Waterbridge Infrastructure LWBI | CL A SHS REPSTG | 940923105 | 37.1 | 5.1% | 1,082,533 | Added+97,959 | |
| Crown Holdings IncCCK | COM | 228368106 | 33.6 | 4.6% | 300,165 | Reduced−135,000 | |
| Vertex IncVERX | CL A | 92538J106 | 33.3 | 4.6% | 2,898,563 | Reduced−500,000 | |
| Equinix IncEQIX | COM | 29444U700 | 25.4 | 3.5% | 24,392 | Reduced−2,000 | |
| Blackline IncBL | COM | 09239B109 | 19.5 | 2.7% | 694,846 | Reduced−55,940 | |
| U Haul Holding CompanyUHAL | COM SER N | 023586506 | 18.3 | 2.5% | 316,610 | Reduced−64,785 | |
| Champion Homes IncSKY | COM | 830830105 | 17.9 | 2.5% | 203,583 | Reduced−7,560 | |
| Ncino IncNCNO | COM | 63947X101 | 17.3 | 2.4% | 1,056,592 | Added+51,450 | |
| Appfolio IncAPPF | COM CL A | 03783C100 | 11.7 | 1.6% | 73,000 | Added+20,000 | |
| Helix Energy Solutions GRP IHOS | COM | 42330P107 | 4.3 | 0.6% | 490,277 | Reduced−359,669 | |
| Vistance Networks IncVISN | COM | 20337X109 | 4.0 | 0.6% | 315,453 | New+315,453 | |
| Alight Inc | COM CL A | 01626W101 | 1.8 | 0.2% | 3,213,744 | Reduced−546,728 | |
| Fox Factory HLDG CorpFOXF | COM | 35138V102 | 0.7 | <0.1% | 40,573 | Reduced−195,939 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Cavco Industries IncCVCO | COM | 149568107 | 0.0 | 0.0% | 0 | Sold out−33,000 | |
| Cellebrite Di Ltd | ORDINARY SHARES | M2197Q107 | 0.0 | 0.0% | 0 | Sold out−525,202 | |
| Clearwater Analytics Holdings Inc | CL A | 185123106 | 0.0 | 0.0% | 0 | Sold out−879,674 | |
| Noble Corp plc | ORD SHS A | G65431127 | 0.0 | 0.0% | 0 | Sold out−399,375 |
Source: SEC EDGAR, Form 13F-HR, accession 0002080880-26-000021 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.