Tensile Capital Management LP
Top Portfolio Positions
23 positions ·
$731,308,254 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VERX |
Vertex, Inc.
Technology
|
6,797,126 | $80,817,828 | 11.05% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
357,844 | $70,956,886 | 9.70% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
2,098,843 | $70,689,032 | 9.67% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
222,963 | $55,678,320 | 7.61% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
541,042 | $49,889,482 | 6.82% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
1,591,243 | $46,480,208 | 6.36% | |
| ALIT |
Alight, Inc. / Delaware
Technology
|
3,760,472 | $43,824,540 | 5.99% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
435,165 | $43,625,291 | 5.97% | |
| QTWO |
Q2 Holdings, Inc.
Technology
|
889,767 | $42,085,979 | 5.75% | |
| BL |
Blackline, Inc.
Technology
|
750,786 | $27,779,082 | 3.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALIT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,824,540 | 3,760,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,658,408 | 3,760,472 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,067,888 | 6,948,894 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $703,048,523 | 6,210,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $775,961,373 | 6,542,676 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $909,747,764 | 6,573,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,188,242,568 | 8,028,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,185,031,101 | 8,028,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,355,097,202 | 6,878,666 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,095,702,042 | 6,422,638 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $990,224,566 | 6,983,248 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,141,885,668 | 6,179,035 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,108,221,616 | 6,016,404 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $866,767,475 | 5,184,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $722,797,519 | 4,930,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $678,494,880 | 5,025,888 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $780,114,228 | 3,920,172 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $535,095,000 | 2,475,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||