Tensile Capital Management LP
Top Portfolio Positions
23 positions ·
$689,676,069 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VERX |
Vertex, Inc.
Technology
|
6,797,126 | $80,817,828 | 11.72% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
357,844 | $70,956,886 | 10.29% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
2,098,843 | $70,689,032 | 10.25% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
222,963 | $55,678,320 | 8.07% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
541,042 | $49,889,482 | 7.23% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
1,591,243 | $46,480,208 | 6.74% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
435,165 | $43,625,291 | 6.33% | |
| QTWO |
Q2 Holdings, Inc.
Technology
|
889,767 | $42,085,979 | 6.10% | |
| BL |
Blackline, Inc.
Technology
|
750,786 | $27,779,082 | 4.03% | |
| WBI |
WaterBridge Infrastructure LLC
Energy
|
984,574 | $26,376,737 | 3.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VERX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,408,914 | 3,398,563 | Shares | Sole | 2026-04-02 | |
| 2026-03-31 | $40,408,914 | 3,398,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,297,280 | 3,419,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $94,311,299 | 3,804,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $128,755,439 | 3,643,850 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $127,116,058 | 3,630,850 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $128,153,194 | 3,660,474 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $201,105,492 | 3,769,550 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $156,102,210 | 4,053,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $167,039,477 | 4,633,550 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $151,195,068 | 4,760,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $137,792,846 | 5,114,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,135,162 | 5,806,717 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $114,400,981 | 5,866,717 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,524,638 | 5,970,258 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $86,628,443 | 5,970,258 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $71,360,926 | 5,220,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,160,523 | 720,258 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,657,188 | 694,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,916,449 | 750,879 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,850,734 | 824,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,532,718 | 844,700 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,006,106 | 864,700 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,874,200 | 972,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,736,000 | 1,032,000 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||