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 QTWO
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,085,979 | 889,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,051,986 | 679,767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,447,333 | 779,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,978,393 | 779,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $68,949,977 | 861,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $87,340,748 | 867,767 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $74,406,823 | 932,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,273,833 | 932,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,026,233 | 932,767 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,976,637 | 990,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,607,903 | 886,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,783,139 | 284,244 | Shares | Sole | 2023-08-14 | |
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