Tensile Capital Management LP
Top Portfolio Positions
23 positions ·
$649,267,155 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
357,844 | $70,956,886 | 10.93% |
| VVV |
Valvoline Inc
Consumer Cyclical
|
2,098,843 | $70,689,032 | 10.89% |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
222,963 | $55,678,320 | 8.58% |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
541,042 | $49,889,482 | 7.68% |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
1,591,243 | $46,480,208 | 7.16% |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
435,165 | $43,625,291 | 6.72% |
| QTWO |
Q2 Holdings, Inc.
Technology
|
889,767 | $42,085,979 | 6.48% |
| VERX |
Vertex, Inc.
Technology
|
3,398,563 | $40,408,914 | 6.22% |
| BL |
Blackline, Inc.
Technology
|
750,786 | $27,779,082 | 4.28% |
| WBI |
WaterBridge Infrastructure LLC
Energy
|
984,574 | $26,376,737 | 4.06% |
Portfolio Trend
Holdings in CCK
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,625,291 | 435,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,034,630 | 612,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,498,407 | 533,165 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,168,381 | 545,430 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,040,681 | 605,430 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,860,469 | 615,074 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,973,295 | 615,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,673,624 | 708,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,292,345 | 748,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,532,143 | 668,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $67,083,235 | 758,174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $82,009,623 | 944,050 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $81,390,775 | 984,050 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $71,033,550 | 864,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $69,912,440 | 862,797 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,104,829 | 728,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $84,192,449 | 673,055 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,083,930 | 778,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $85,279,532 | 846,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $86,489,590 | 846,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $80,853,242 | 833,195 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $84,688,539 | 845,195 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $65,099,651 | 846,990 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $55,164,458 | 846,990 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $45,149,548 | 777,904 | Shares | Sole | 2020-05-15 | |
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