Holders — by stockHoldings — by fund
Tensile Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001598843
$724.3M
disclosed book value
22
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 22 of 22 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DKSDICKS SPORTING GOODS INC | 357,844 | $81.2M | 11.2% |
| 2 | TYLTYLER TECHNOLOGIES INC | 245,043 | $71.7M | 9.9% |
| 3 | LADLITHIA MTRS INC | 222,963 | $64.8M | 8.9% |
| 4 | VVVVALVOLINE INC | 1.6M | $61.4M | 8.5% |
| 5 | COMPCOMPASS INC | 4.0M | $49.5M | 6.8% |
| 6 | USFDUS FOODS HLDG CORP | 446,042 | $45.6M | 6.3% |
| 7 | CTRICENTURI HOLDINGS INC | 1.5M | $44.4M | 6.1% |
| 8 | QTWOQ2 HLDGS INC | 868,767 | $41.8M | 5.8% |
| 9 | BATRKATLANTA BRAVES HLDGS INC | 753,879 | $39.1M | 5.4% |
| 10 | WBIWATERBRIDGE INFRASTRUCTURE L | 1.1M | $37.1M | 5.1% |
| 11 | CCKCROWN HLDGS INC | 300,165 | $33.6M | 4.6% |
| 12 | VERXVERTEX INC | 2.9M | $33.3M | 4.6% |
| 13 | EQIXEQUINIX INC | 24,392 | $25.4M | 3.5% |
| 14 | BLBLACKLINE INC | 694,846 | $19.5M | 2.7% |
| 15 | UHAL/BU HAUL HOLDING COMPANY | 316,610 | $18.3M | 2.5% |
| 16 | SKYCHAMPION HOMES INC | 203,583 | $17.9M | 2.5% |
| 17 | NCNONCINO INC | 1.1M | $17.3M | 2.4% |
| 18 | APPFAPPFOLIO INC | 73,000 | $11.7M | 1.6% |
| 19 | HLXHELIX ENERGY SOLUTIONS GRP I | 490,277 | $4.3M | 0.6% |
| 20 | VISNVISTANCE NETWORKS INC | 315,453 | $4.0M | 0.6% |
| 21 | ALITEURALIGHT INC | 3.2M | $1.8M | 0.2% |
| 22 | FOXFFOX FACTORY HLDG CORP | 40,573 | $687,509 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.