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 APPF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,364,460 | 53,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||