§ 13F · FUND PROFILE
Tensile Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$772.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LAD | LITHIA MTRS INC | 225K | $74.7B | 9.7% | NEW |
| 2 | DKS | DICKS SPORTING GOODS | 358K | $70.8B | 9.2% | NEW |
| 3 | VERX | VERTEX INC | 3.42M | $68.3B | 8.8% | NEW |
| 4 | CCK | CROWN HOLDINGS INC COM STK | 612K | $63.0B | 8.2% | NEW |
| 5 | VVV | VALVOLINE INC | 2.10M | $61.0B | 7.9% | NEW |
| 6 | USFD | US FOODS HLDG CORP | 764K | $57.5B | 7.5% | NEW |
| 7 | CWAN | CLEARWATER ANALYTICS HLDGS I | 2.36M | $57.0B | 7.4% | NEW |
| 8 | QTWO | Q2 HOLDINGS INC | 680K | $49.1B | 6.4% | NEW |
| 9 | CTRI | CENTURI HOLDINGS INC | 1.87M | $47.1B | 6.1% | NEW |
| 10 | BL | BLACKLINE INC | 791K | $43.7B | 5.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENSILE SIGNAL
AC read
Tensile Capital Management LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed