# Tensile Capital Management LP: Form 13F holdings

An institutional investment manager in LARKSPUR, CA. SEC CIK 1598843.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $724.3m
- Positions: 22 (22 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1598843/000208088026000021/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DICKS SPORTING GOODS INC (DKS)](/companies/dks.md) | COM | $81.2m | 11.2% | 357,844 |  | Unchanged |
| [TYLER TECHNOLOGIES INC (TYL)](/companies/tyl.md) | COM | $71.7m | 9.9% | 245,043 |  | Added +193,668 |
| [LITHIA MTRS INC (LAD)](/companies/lad.md) | COM | $64.8m | 8.9% | 222,963 |  | Unchanged |
| [VALVOLINE INC (VVV)](/companies/vvv.md) | COM | $61.4m | 8.5% | 1,553,843 |  | Reduced −545,000 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $49.5m | 6.8% | 4,012,399 |  | Added +2,015,000 |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COM | $45.6m | 6.3% | 446,042 |  | Reduced −95,000 |
| [CENTURI HOLDINGS INC (CTRI)](/companies/ctri.md) | COM SHS | $44.4m | 6.1% | 1,467,046 |  | Reduced −124,197 |
| [Q2 HLDGS INC (QTWO)](/companies/qtwo.md) | COM | $41.8m | 5.8% | 868,767 |  | Reduced −21,000 |
| [ATLANTA BRAVES HLDGS INC (BATRA)](/companies/batra.md) | COM SER C | $39.1m | 5.4% | 753,879 |  | Unchanged |
| [WATERBRIDGE INFRASTRUCTURE L (WBI)](/companies/wbi.md) | CL A SHS REPSTG | $37.1m | 5.1% | 1,082,533 |  | Added +97,959 |
| [CROWN HLDGS INC (CCK)](/companies/cck.md) | COM | $33.6m | 4.6% | 300,165 |  | Reduced −135,000 |
| [VERTEX INC (VERX)](/companies/verx.md) | CL A | $33.3m | 4.6% | 2,898,563 |  | Reduced −500,000 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $25.4m | 3.5% | 24,392 |  | Reduced −2,000 |
| [BLACKLINE INC (BL)](/companies/bl.md) | COM | $19.5m | 2.7% | 694,846 |  | Reduced −55,940 |
| [U HAUL HOLDING COMPANY (UHAL)](/companies/uhal.md) | COM SER N | $18.3m | 2.5% | 316,610 |  | Reduced −64,785 |
| [CHAMPION HOMES INC (SKY)](/companies/sky.md) | COM | $17.9m | 2.5% | 203,583 |  | Reduced −7,560 |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $17.3m | 2.4% | 1,056,592 |  | Added +51,450 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $11.7m | 1.6% | 73,000 |  | Added +20,000 |
| [HELIX ENERGY SOLUTIONS GRP I (HOS)](/companies/hos.md) | COM | $4.3m | 0.6% | 490,277 |  | Reduced −359,669 |
| [VISTANCE NETWORKS INC (VISN)](/companies/visn.md) | COM | $4.0m | 0.6% | 315,453 |  | New +315,453 |
| ALIGHT INC | COM CL A | $1.8m | 0.2% | 3,213,744 |  | Reduced −546,728 |
| [FOX FACTORY HLDG CORP (FOXF)](/companies/foxf.md) | COM | $687.5k | <0.1% | 40,573 |  | Reduced −195,939 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CAVCO INDUSTRIES INC (CVCO)](/companies/cvco.md) | COM | $0 | 0.0% | 0 |  | Sold out −33,000 |
| CELLEBRITE DI LTD | ORDINARY SHARES | $0 | 0.0% | 0 |  | Sold out −525,202 |
| CLEARWATER ANALYTICS HOLDINGS INC | CL A | $0 | 0.0% | 0 |  | Sold out −879,674 |
| NOBLE CORP PLC | ORD SHS A | $0 | 0.0% | 0 |  | Sold out −399,375 |

Source: SEC EDGAR, Form 13F-HR, accession 0002080880-26-000021. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.