Institutions / Tensile Capital Management LP
Tensile Capital Management LP
CIK 1598843 · Institution · as of Dec 31, 2025
Portfolio value
$772.0K
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Lithia Motors Inc | $74.7K | 9.7% |
| Dick's Sporting Goods Inc | $70.8K | 9.2% |
| Vertex, Inc. | $68.3K | 8.8% |
| Crown Holdings, Inc. | $63.0K | 8.2% |
| Valvoline Inc | $61.0K | 7.9% |
| US Foods Holding Corp. | $57.5K | 7.5% |
| Clearwater Analytics Holdings, Inc. | $57.0K | 7.4% |
| Q2 Holdings, Inc. | $49.1K | 6.4% |
| Centuri Holdings, Inc. | $47.1K | 6.1% |
| Blackline, Inc. | $43.7K | 5.7% |
| Atlanta Braves Holdings, Inc. | $29.7K | 3.9% |
| nCino Inc. | $27.8K | 3.6% |
| Equinix Inc | $21.4K | 2.8% |
| Champion Homes Inc | $21.0K | 2.7% |
| Valaris Ltd | $17.1K | 2.2% |
| Noble Corp plc | $14.9K | 1.9% |
| WaterBridge Infrastructure LLC | $10.6K | 1.4% |
| Onestream, Inc. | $9.9K | 1.3% |
| Alight, Inc. / Delaware | $7.3K | 0.9% |
| Arcbest Corp /De | $6.0K | 0.8% |
| Helix Energy Solutions Group Inc | $5.3K | 0.7% |
| Academy Sports & Outdoors, Inc. | $3.7K | 0.5% |
| U-Haul Holding Co | $3.0K | 0.4% |
| U Haul Holding Company | $1.8K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.