Tensile Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tensile Capital Management LP disclosed 22 US equity positions worth $724.3m in its Q2 2026 13F filing. The largest position was DKS at 11.2% of the reported book, followed by TYL and LAD. Against the Q1 2026 filing, it opened 1 new position, added to 5 and reduced 13 among the top 22 holdings.
What did Tensile Capital Management LP own in Q2 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 11.2% | $81.2m | 357,844 | 0% | held |
| 2 | TYL TYLER TECHNOLOGIES INC | Technology | 9.9% | $71.7m | 245,043 | 377% | added |
| 3 | LAD LITHIA MTRS INC | Consumer Cyclical | 8.9% | $64.8m | 222,963 | 0% | held |
| 4 | VVV VALVOLINE INC | Consumer Cyclical | 8.5% | $61.4m | 1,553,843 | -26% | reduced |
| 5 | COMP COMPASS INC | Real Estate | 6.8% | $49.5m | 4,012,399 | 101% | added |
| 6 | USFD US FOODS HLDG CORP | Consumer Defensive | 6.3% | $45.6m | 446,042 | -18% | reduced |
| 7 | CTRI CENTURI HOLDINGS INC | Utilities | 6.1% | $44.4m | 1,467,046 | -8% | reduced |
| 8 | QTWO Q2 HLDGS INC | Technology | 5.8% | $41.8m | 868,767 | -2% | reduced |
| 9 | BATRK ATLANTA BRAVES HLDGS INC | Communication Services | 5.4% | $39.1m | 753,879 | 0% | held |
| 10 | WBI WATERBRIDGE INFRASTRUCTURE L | Energy | 5.1% | $37.1m | 1,082,533 | 10% | added |
| 11 | CCK CROWN HLDGS INC | Consumer Cyclical | 4.6% | $33.6m | 300,165 | -31% | reduced |
| 12 | VERX VERTEX INC | Technology | 4.6% | $33.3m | 2,898,563 | -15% | reduced |
| 13 | EQIX EQUINIX INC | Real Estate | 3.5% | $25.4m | 24,392 | -8% | reduced |
| 14 | BL BLACKLINE INC | Technology | 2.7% | $19.5m | 694,846 | -7% | reduced |
| 15 | UHAL/B U HAUL HOLDING COMPANY | 2.5% | $18.3m | 316,610 | -17% | reduced | |
| 16 | SKY CHAMPION HOMES INC | Consumer Cyclical | 2.5% | $17.9m | 203,583 | -4% | reduced |
| 17 | NCNO NCINO INC | Technology | 2.4% | $17.3m | 1,056,592 | 5% | added |
| 18 | APPF APPFOLIO INC | Technology | 1.6% | $11.7m | 73,000 | 38% | added |
| 19 | HOS HELIX ENERGY SOLUTIONS GRP I | 0.6% | $4.3m | 490,277 | -42% | reduced | |
| 20 | VISN VISTANCE NETWORKS INC | Technology | 0.6% | $4.0m | 315,453 | – | new |
| 21 | ALITEUR ALIGHT INC | 0.2% | $1.8m | 3,213,744 | -15% | reduced | |
| 22 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 0.1% | $687.5k | 40,573 | -83% | reduced |
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.