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 FOXF
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,892,987 | 236,512 | Shares | Sole | 2026-05-15 | |
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