Tensile Capital Management LP
22 holdingsFiling period: 2026-06-30Current AUM: $712.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DKS | Dicks Sporting Goods Inc | 357.8K | $81.2M | $51.7M | 7.25% | -- | 2026-06-30 |
| 2 | TYL | Tyler Technologies Inc | 245.0K | $71.7M | $94.7M | 13.28% | +193.7K | 2026-06-30 |
| 3 | LAD | Lithia Mtrs Inc | 223.0K | $64.8M | $64.0M | 8.97% | -- | 2026-06-30 |
| 4 | VVV | Valvoline Inc | 1.55M | $61.4M | $49.6M | 6.96% | -545,000 | 2026-06-30 |
| 5 | COMP | Compass Inc | 4.01M | $49.5M | $38.9M | 5.45% | +2.02M | 2026-06-30 |
| 6 | USFD | US Foods Hldg Corp | 446.0K | $45.6M | $45.2M | 6.34% | -95,000 | 2026-06-30 |
| 7 | CTRI | Centuri Holdings Inc | 1.47M | $44.4M | $29.5M | 4.14% | -124,197 | 2026-06-30 |
| 8 | QTWO | Q2 Hldgs Inc | 868.8K | $41.8M | $60.7M | 8.51% | -21,000 | 2026-06-30 |
| 9 | BATRK | Atlanta Braves Hldgs Inc | 753.9K | $39.1M | $36.9M | 5.18% | -- | 2026-06-30 |
| 10 | WBI | Waterbridge Infrastructure L | 1.08M | $37.1M | $32.2M | 4.51% | +98.0K | 2026-06-30 |
| 11 | CCK | Crown Hldgs Inc | 300.2K | $33.6M | $35.0M | 4.92% | -135,000 | 2026-06-30 |
| 12 | VERX | Vertex Inc | 2.90M | $33.3M | $44.0M | 6.17% | -500,000 | 2026-06-30 |
| 13 | EQIX | Equinix Inc | 24.4K | $25.4M | $23.6M | 3.31% | -2,000 | 2026-06-30 |
| 14 | BL | Blackline Inc | 694.8K | $19.5M | $23.7M | 3.33% | -55,940 | 2026-06-30 |
| 15 | UHAL/B | U Haul Holding Company | 316.6K | $18.3M | $18.3M | 2.56% | -64,785 | 2026-06-30 |
| 16 | SKY | Champion Homes Inc | 203.6K | $17.9M | $16.1M | 2.26% | -7,560 | 2026-06-30 |
| 17 | NCNO | Ncino Inc | 1.06M | $17.3M | $24.7M | 3.47% | +51.5K | 2026-06-30 |
| 18 | APPF | Appfolio Inc | 73.0K | $11.7M | $15.6M | 2.19% | +20.0K | 2026-06-30 |
| 19 | HLX | Helix Energy Solutions Grp I | 490.3K | $4.3M | $4.3M | 0.60% | -359,669 | 2026-06-30 |
| 20 | VISN | Vistance Networks Inc | 315.5K | $4.0M | $2.0M | 0.28% | -- | 2026-06-30 |
| 21 | ALIT | Alight Inc | 3.21M | $1.8M | $1.4M | 0.19% | -546,728 | 2026-06-30 |
| 22 | FOXF | Fox Factory Hldg Corp | 40.6K | $687K | $597K | 0.08% | -195,939 | 2026-06-30 |
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