Tensile Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tensile Capital Management LP disclosed 25 US equity positions worth $698.5m in its Q1 2026 13F filing. The largest position was DKS at 10.2% of the reported book, followed by VVV and LAD.
What did Tensile Capital Management LP own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DKS DICK'S SPORTING GOODS INC | Consumer Cyclical | 10.2% | $71.0m | 357,844 | – | |
| 2 | VVV VALVOLINE INC | Consumer Cyclical | 10.1% | $70.7m | 2,098,843 | – | |
| 3 | LAD LITHIA MOTORS INC | Consumer Cyclical | 8.0% | $55.7m | 222,963 | – | |
| 4 | USFD US FOODS HOLDING CORP | Consumer Defensive | 7.1% | $49.9m | 541,042 | – | |
| 5 | CTRI CENTURI HOLDINGS INC | Utilities | 6.7% | $46.5m | 1,591,243 | – | |
| 6 | CCK CROWN HOLDINGS INC | Consumer Cyclical | 6.2% | $43.6m | 435,165 | – | |
| 7 | QTWO Q2 HOLDINGS INC | Technology | 6.0% | $42.1m | 889,767 | – | |
| 8 | VERX VERTEX INC | Technology | 5.8% | $40.4m | 3,398,563 | – | |
| 9 | BATRK ATLANTA BRAVES HOLDINGS INC | Communication Services | 4.6% | $32.2m | 753,879 | – | |
| 10 | BL BLACKLINE INC | Technology | 4.0% | $27.8m | 750,786 | – | |
| 11 | WBI WATERBRIDGE INFRASTRUCTURE LLC | Energy | 3.8% | $26.4m | 984,574 | – | |
| 12 | EQIX EQUINIX INC | Real Estate | 3.7% | $25.9m | 26,392 | – | |
| 13 | CWAN CLEARWATER ANALYTICS HOLDINGS INC | Technology | 3.0% | $20.8m | 879,674 | – | |
| 14 | NOBLE CORP PLC | 2.8% | $19.6m | 399,375 | – | ||
| 15 | TYL TYLER TECHNOLOGIES INC | Technology | 2.5% | $17.6m | 51,375 | – | |
| 16 | UHAL/B U-HAUL HOLDING CO | 2.4% | $17.0m | 381,395 | – | ||
| 17 | CVCO CAVCO INDUSTRIES INC | Consumer Cyclical | 2.3% | $16.0m | 33,000 | – | |
| 18 | SKY CHAMPION HOMES INC | Consumer Cyclical | 2.2% | $15.7m | 211,143 | – | |
| 19 | NCNO NCINO INC | Technology | 2.2% | $15.1m | 1,005,142 | – | |
| 20 | COMP COMPASS INC | Real Estate | 2.1% | $14.6m | 1,997,399 | – | |
| 21 | HOS HELIX ENERGY SOLUTIONS GROUP INC | 1.2% | $8.4m | 849,946 | – | ||
| 22 | APPF APPFOLIO INC | Technology | 1.2% | $8.4m | 53,000 | – | |
| 23 | CLBT CELLEBRITE DI LTD | Technology | 1.0% | $7.2m | 525,202 | – | |
| 24 | FOXF FOX FACTORY HOLDING CORP | Consumer Cyclical | 0.6% | $3.9m | 236,512 | – | |
| 25 | ALITEUR ALIGHT INC | 0.3% | $2.2m | 3,760,472 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.