Universe · entity
Tensile Capital Management LP
Institutional manager (13F) · CIK 1598843
13F holdings · as of 2026-03-31 · top 25 · reported portfolio $698M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DICK'S SPORTING GOODS INC | $71M | 357,844 |
| 2 | VALVOLINE INC | $71M | 2,098,843 |
| 3 | LITHIA MOTORS INC | $56M | 222,963 |
| 4 | US FOODS HOLDING CORP | $50M | 541,042 |
| 5 | CENTURI HOLDINGS INC | $46M | 1,591,243 |
| 6 | CROWN HOLDINGS INC | $44M | 435,165 |
| 7 | Q2 HOLDINGS INC | $42M | 889,767 |
| 8 | VERTEX INC | $40M | 3,398,563 |
| 9 | ATLANTA BRAVES HOLDINGS INC | $32M | 753,879 |
| 10 | BLACKLINE INC | $28M | 750,786 |
| 11 | WATERBRIDGE INFRASTRUCTURE LLC | $26M | 984,574 |
| 12 | EQUINIX INC | $26M | 26,392 |
| 13 | CLEARWATER ANALYTICS HOLDINGS INC | $21M | 879,674 |
| 14 | NOBLE CORP PLC | $20M | 399,375 |
| 15 | TYLER TECHNOLOGIES INC | $18M | 51,375 |
| 16 | U-HAUL HOLDING CO | $17M | 381,395 |
| 17 | CAVCO INDUSTRIES INC | $16M | 33,000 |
| 18 | CHAMPION HOMES INC | $16M | 211,143 |
| 19 | NCINO INC | $15M | 1,005,142 |
| 20 | COMPASS INC | $15M | 1,997,399 |
| 21 | HELIX ENERGY SOLUTIONS GROUP INC | $8M | 849,946 |
| 22 | APPFOLIO INC | $8M | 53,000 |
| 23 | CELLEBRITE DI LTD | $7M | 525,202 |
| 24 | FOX FACTORY HOLDING CORP | $4M | 236,512 |
| 25 | ALIGHT INC | $2M | 3,760,472 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.