Tensile Capital Management LP
25 holdingsFiling period: 2026-03-31Current AUM: $789.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DKS | DICK'S SPORTING GOODS INC | 357.8K | $71.0M | $70.1M | 8.89% | -- | 2026-03-31 |
| 2 | VVV | VALVOLINE INC | 2.10M | $70.7M | $80.6M | 10.22% | -- | 2026-03-31 |
| 3 | LAD | LITHIA MOTORS INC | 223.0K | $55.7M | $85.9M | 10.89% | -1,827 | 2026-03-31 |
| 4 | USFD | US FOODS HOLDING CORP | 541.0K | $49.9M | $54.4M | 6.90% | -223,000 | 2026-03-31 |
| 5 | CTRI | CENTURI HOLDINGS INC | 1.59M | $46.5M | $44.3M | 5.61% | -275,000 | 2026-03-31 |
| 6 | CCK | CROWN HOLDINGS INC | 435.2K | $43.6M | $51.3M | 6.50% | -177,000 | 2026-03-31 |
| 7 | QTWO | Q2 HOLDINGS INC | 889.8K | $42.1M | $54.2M | 6.86% | +210.0K | 2026-03-31 |
| 8 | VERX | VERTEX INC | 3.40M | $40.4M | $43.9M | 5.56% | -21,431 | 2026-03-31 |
| 9 | BATRK | ATLANTA BRAVES HOLDINGS INC | 753.9K | $32.2M | $38.3M | 4.86% | -- | 2026-03-31 |
| 10 | BL | BLACKLINE INC | 750.8K | $27.8M | $23.6M | 2.99% | -40,159 | 2026-03-31 |
| 11 | WBI | WATERBRIDGE INFRASTRUCTURE LLC | 984.6K | $26.4M | $33.7M | 4.27% | +455.8K | 2026-03-31 |
| 12 | EQIX | EQUINIX INC | 26.4K | $25.9M | $26.9M | 3.41% | -1,500 | 2026-03-31 |
| 13 | CWAN | CLEARWATER ANALYTICS HOLDINGS INC | 879.7K | $20.8M | $20.8M | 2.64% | -1,485,000 | 2026-03-31 |
| 14 | — | NOBLE CORP PLC | 399.4K | $19.6M | $19.6M | 2.48% | -130,000 | 2026-03-31 |
| 15 | TYL | TYLER TECHNOLOGIES INC | 51.4K | $17.6M | $15.9M | 2.02% | -- | 2026-03-31 |
| 16 | UHAL/B | U-HAUL HOLDING CO | 381.4K | $17.0M | $17.0M | 2.16% | +318.0K | 2026-03-31 |
| 17 | CVCO | CAVCO INDUSTRIES INC | 33.0K | $16.0M | $18.1M | 2.29% | -- | 2026-03-31 |
| 18 | SKY | CHAMPION HOMES INC | 211.1K | $15.7M | $16.8M | 2.13% | -37,419 | 2026-03-31 |
| 19 | NCNO | NCINO INC | 1.01M | $15.1M | $18.6M | 2.35% | -80,000 | 2026-03-31 |
| 20 | COMP | COMPASS INC | 2.00M | $14.6M | $22.7M | 2.88% | -- | 2026-03-31 |
| 21 | HLX | HELIX ENERGY SOLUTIONS GROUP INC | 849.9K | $8.4M | $8.1M | 1.02% | -- | 2026-03-31 |
| 22 | APPF | APPFOLIO INC | 53.0K | $8.4M | $9.5M | 1.21% | -- | 2026-03-31 |
| 23 | — | CELLEBRITE DI LTD | 525.2K | $7.2M | $7.2M | 0.92% | -- | 2026-03-31 |
| 24 | FOXF | FOX FACTORY HOLDING CORP | 236.5K | $3.9M | $4.3M | 0.54% | -- | 2026-03-31 |
| 25 | ALIT | ALIGHT INC | 3.76M | $2.2M | $3.2M | 0.40% | -- | 2026-03-31 |
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