§ 13F · FUND PROFILE
Tensile Capital Management LP.
AUM · $724M (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DKS | DICKS SPORTING GOODS INC | 358K | $81M | 11.2% | ±0% |
| 2 | TYL | TYLER TECHNOLOGIES INC | 245K | $72M | 9.9% | +377% |
| 3 | LAD | LITHIA MTRS INC | 223K | $65M | 8.9% | ±0% |
| 4 | VVV | VALVOLINE INC | 1.55M | $61M | 8.5% | −26% |
| 5 | COMP | COMPASS INC | 4.01M | $49M | 6.8% | +101% |
| 6 | USFD | US FOODS HLDG CORP | 446K | $46M | 6.3% | −18% |
| 7 | CTRI | CENTURI HOLDINGS INC | 1.47M | $44M | 6.1% | −8% |
| 8 | QTWO | Q2 HLDGS INC | 869K | $42M | 5.8% | −2% |
| 9 | BATRK | ATLANTA BRAVES HLDGS INC | 754K | $39M | 5.4% | ±0% |
| 10 | WBI | WATERBRIDGE INFRASTRUCTURE L | 1.08M | $37M | 5.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TENSILE SIGNAL
AC read
Tensile Capital Management LP is a Other fund managing $724 million in assets. The fund runs a focused portfolio of just 22 positions.
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