Tensile Capital Management LP

Position in VVV — Valvoline Inc

CIK 1598843 LARKSPUR, CA

Position in VVV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$70,689,032

+$9,696,655 QoQ

Shares Held

2,098,843

0.0% QoQ

Ownership

1.65%

of shares outstanding

% of Portfolio

10.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Tensile Capital Management LP holds $126,367,352 across 2 Auto & Truck Dealerships names. VVV ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VVV	Valvoline Inc This page	2,098,843	$70,689,032
2	LAD	Lithia Motors Inc	222,963	$55,678,320

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$70,689,032	2,098,843	0.0%	Shares	Sole	2026-05-15
2025-12-31	$60,992,377	2,098,843	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$74,651,252	2,078,843	+1.9%	Shares	Sole	2025-11-14
2025-06-30	$77,261,578	2,040,179	+3.8%	Shares	Sole	2025-08-14
2025-03-31	$68,407,880	1,965,179	+6.8%	Shares	Sole	2025-05-15
2024-12-31	$66,577,676	1,840,179	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$78,476,241	1,875,179	-3.0%	Shares	Sole	2024-11-14
2024-06-30	$83,525,083	1,933,451	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$84,774,814	1,902,060	-12.4%	Shares	Sole	2024-05-15
2023-12-31	$81,626,014	2,172,060	-9.4%	Shares	Sole	2024-02-14
2023-09-30	$77,281,214	2,397,060	+17.9%	Shares	Sole	2023-11-14
2023-06-30	$76,270,395	2,033,335	+2.6%	Shares	Sole	2023-08-14
2023-03-31	$69,253,176	1,982,060	-9.2%	Shares	Sole	2023-05-15
2022-12-31	$71,244,259	2,182,060	-6.2%	Shares	Sole	2023-02-14
2022-09-30	$58,967,700	2,327,060	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$65,981,923	2,288,655	+7.0%	Shares	Sole	2022-08-15
2022-03-31	$67,517,412	2,139,335	-12.4%	Shares	Sole	2022-05-16
2021-12-31	$91,020,825	2,440,891	-4.1%	Shares	Sole	2022-02-14
2021-09-30	$79,375,580	2,545,721	+3.2%	Shares	Sole	2021-11-15
2021-06-30	$80,059,830	2,466,415	-10.0%	Shares	Sole	2021-08-16
2021-03-31	$71,407,268	2,739,059	-13.3%	Shares	Sole	2021-05-17
2020-12-31	$73,100,625	3,159,059	-0.0%	Shares	Sole	2021-02-16
2020-09-30	$60,158,003	3,159,559	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$60,776,574	3,144,158	0.0%	Shares	Sole	2020-08-14
2020-03-31	$41,157,028	3,144,158	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.