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 BL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,779,082 | 750,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,731,349 | 790,945 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,153,573 | 812,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,946,280 | 811,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,197,303 | 871,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,022,977 | 740,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,068,874 | 635,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,592,209 | 775,897 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,616,798 | 334,729 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,900,478 | 334,729 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,392,969 | 565,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,087,351 | 614,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,977,635 | 476,212 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,725,702 | 427,021 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||