§ 13F · FUND PROFILE
Tensile Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$68M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DKS | DICK'S SPORTING GOODS INC | 358K | $71M | 10.2% | ±0% |
| 2 | VVV | VALVOLINE INC | 2.10M | $71M | 10.1% | ±0% |
| 3 | LAD | LITHIA MOTORS INC | 223K | $56M | 8.0% | −1% |
| 4 | USFD | US FOODS HOLDING CORP | 541K | $50M | 7.1% | −29% |
| 5 | CTRI | CENTURI HOLDINGS INC | 1.59M | $46M | 6.7% | −15% |
| 6 | CCK | CROWN HOLDINGS INC | 435K | $44M | 6.2% | −29% |
| 7 | QTWO | Q2 HOLDINGS INC | 890K | $42M | 6.0% | +31% |
| 8 | VERX | VERTEX INC | 3.40M | $40M | 5.8% | −1% |
| 9 | BATRK | ATLANTA BRAVES HOLDINGS INC | 754K | $32M | 4.6% | ±0% |
| 10 | BL | BLACKLINE INC | 751K | $28M | 4.0% | −5% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed