Tensile Capital Management LP
13F Reported Value
ⓘ$724.3M
Holdings
22
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Tensile Capital Management LP disclosed 22 positions worth $724.3M in its Form 13F-HR for Q2 2026, led by $DKS (DICK'S SPORTING GOODS, INC.) at 11.2% of the equity portfolio, followed by $TYL and $LAD. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $VISN and a full exit from $CWAN. The portfolio is most concentrated in Consumer Discretionary (29.0% of disclosed assets). All figures are sourced directly from Tensile Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1598843.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.0#666
Quality
$81.2M357,844 sh - 64.3#556
Quality
$71.7M245,043 sh - 46.6#1,820
Quality
$64.8M222,963 sh - 54.8
Quality
$61.4M1,553,843 sh - 61.2
Quality
$49.5M4,012,399 sh - 58.4
Quality
$45.6M446,042 sh - 51.9
Quality
$44.4M1,467,046 sh - 63.8
Quality
$41.8M868,767 sh - 20.5
Quality
$39.1M753,879 sh - 54.6
Quality
$37.1M1,082,533 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DICK'S SPORTING GOODS, INC.$DKS | 63.0#666 | $81.2M | 357,844 |
 TYLER TECHNOLOGIES INC$TYL | 64.3#556 | $71.7M | 245,043 |
 LITHIA MOTORS INC$LAD | 46.6#1,820 | $64.8M | 222,963 |
 VALVOLINE INC$VVV | 54.8 | $61.4M | 1,553,843 |
 Compass, Inc.$COMP | 61.2 | $49.5M | 4,012,399 |
 US Foods Holding Corp.$USFD | 58.4 | $45.6M | 446,042 |
 Centuri Holdings, Inc.$CTRI | 51.9 | $44.4M | 1,467,046 |
 Q2 Holdings, Inc.$QTWO | 63.8 | $41.8M | 868,767 |
 Atlanta Braves Holdings, Inc.$BATRA | 20.5 | $39.1M | 753,879 |
 WaterBridge Infrastructure LLC$WBI | 54.6 | $37.1M | 1,082,533 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tensile Capital Management LP's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Consumer Discretionary
$209.8M
Technology
$199.2M
Energy
$147.2M
Real Estate
$74.9M
Industrials
$54.0M
Communication Services
$39.1M
Full Holdings — Tensile Capital Management LP (Q2 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DKS | DICK'S SPORTING GOODS, INC. | $81.2M | 11.2% | +0% | 63 |
| 2 | $TYL | TYLER TECHNOLOGIES INC | $71.7M | 9.9% | +377% | 64.3 |
| 3 | $LAD | LITHIA MOTORS INC | $64.8M | 8.9% | +0% | 46.6 |
| 4 | $VVV | VALVOLINE INC | $61.4M | 8.5% | -26% | 54.8 |
| 5 | $COMP | Compass, Inc. | $49.5M | 6.8% | +101% | 61.2 |
| 6 | $USFD | US Foods Holding Corp. | $45.6M | 6.3% | -18% | 58.4 |
| 7 | $CTRI | Centuri Holdings, Inc. | $44.4M | 6.1% | -8% | 51.9 |
| 8 | $QTWO | Q2 Holdings, Inc. | $41.8M | 5.8% | -2% | 63.8 |
| 9 | $BATRA | Atlanta Braves Holdings, Inc. | $39.1M | 5.4% | +0% | 20.5 |
| 10 | $WBI | WaterBridge Infrastructure LLC | $37.1M | 5.1% | +10% | 54.6 |
| 11 |  $CCK | CROWN HOLDINGS, INC. | $33.6M | 4.6% | -31% | 62.1 |
| 12 |  $VERX | Vertex, Inc. | $33.3M | 4.6% | -15% | 57.5 |
| 13 |  $EQIX | EQUINIX INC | $25.4M | 3.5% | -8% | 59 |
| 14 |  $BL | BLACKLINE, INC. | $19.5M | 2.7% | -7% | 52.7 |
| 15 |  $UHAL | U-Haul Holding Co /NV/ | $18.3M | 2.5% | -17% | 47.7 |
| 16 |  $SKY | Champion Homes, Inc. | $17.9M | 2.5% | -4% | 60.6 |
| 17 |  $NCNO | nCino, Inc. | $17.3M | 2.4% | +5% | 60.9 |
| 18 |  $APPF | APPFOLIO INC | $11.7M | 1.6% | +38% | 71.6 |
| 19 |  $HLX | HORNBECK OFFSHORE SERVICES, INC. | $4.3M | 0.6% | -42% | 53.5 |
| 20 |  $VISN | Vistance Networks, Inc. | $4.0M | 0.6% | NEW | 33.8 |
| 21 |  $ALIT | Alight, Inc. / Delaware | $1.8M | 0.3% | -15% | 31.1 |
| 22 |  $FOXF | FOX FACTORY HOLDING CORP | $687,509 | 0.1% | -83% | 30.4 |
New Positions (1)
$VISN Vistance Networks, Inc.$4.0M
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