Tensile Capital Management LP
CIK: 0001598843Latest portfolio: $772.0M · Q4 2025
Holdings
24
Total Value
$772.0M
New Positions
4
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | LADLITHIA MTRS INC | 224,790 | $74.7M | 9.68% | -10,737 | |
| 2 | DKSDICKS SPORTING GOODS | 357,844 | $70.8M | 9.18% | — | |
| 3 | VERXVERTEX INC | 3,419,994 | $68.3M | 8.85% | -384,415 | |
| 4 | CCKCROWN HOLDINGS INC COM STK | 612,165 | $63.0M | 8.16% | +79K | |
| 5 | VVVVALVOLINE INC | 2,098,843 | $61.0M | 7.90% | +20K | |
| 6 | USFDUS FOODS HLDG CORP | 764,042 | $57.5M | 7.45% | — | |
| 7 | CWANCLEARWATER ANALYTICS HLDGS I | 2,364,674 | $57.0M | 7.39% | -159,998 | |
| 8 | QTWOQ2 HOLDINGS INC | 679,767 | $49.1M | 6.35% | -100,000 | |
| 9 | CTRICENTURI HOLDINGS INC | 1,866,243 | $47.1M | 6.10% | +1.1M | |
| 10 | BLBLACKLINE INC | 790,945 | $43.7M | 5.66% | -21,740 | |
| 11 | BATRAATLANTA BRAVES HOLDINGS INC | 753,879 | $29.7M | 3.85% | -28 | |
| 12 | NCNONCINO INC | 1,085,142 | $27.8M | 3.60% | +184K | |
| 13 | EQIXEQUINIX INC | 27,892 | $21.4M | 2.77% | — | |
| 14 | SKYCHAMPION HOMES INC | 248,562 | $21.0M | 2.72% | -59,600 | |
| 15 | VALVALARIS LTD | 339,419 | $17.1M | 2.22% | -50,000 | |
| 16 | NENOBLE CORP PLC | 529,375 | $14.9M | 1.94% | +77K | |
| 17 | WBIWATERBRIDGE INFRASTRUCTURE L | 528,806 | $10.6M | 1.37% | +229K | |
| 18 | OSONESTREAM INC | 541,070 | $9.9M | 1.29% | NEW | |
| 19 | ALITALIGHT INC. | 3,760,472 | $7.3M | 0.95% | -3,188,422 | |
| 20 | ARCBARCBEST CORP | 81,230 | $6.0M | 0.78% | NEW | |
| 21 | CTVHELIX ENERGY SOLUTIONS GRP I | 849,946 | $5.3M | 0.69% | -441,013 | |
| 22 | ASOACADEMY SPORTS & OUTDOORS | 75,039 | $3.7M | 0.49% | -119,836 | |
| 23 | UHAL/BU HAUL HOLDING COMPANY | 63,395 | $3.0M | 0.38% | NEW | |
| 24 | UHALU HAUL HOLDING COMPANY | 35,000 | $1.8M | 0.23% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($6.829757036490525e+23T)
Consumer Cyclical0.0% ($747047084263035.1T)
Energy0.0% ($60992171071.5T)
Industrials0.0% ($60.3B)
Unknown0.0% ($53.3B)
Consumer Defensive0.0% ($57.5M)
Utilities0.0% ($47.1M)
Communication Services0.0% ($29.7M)
Real Estate0.0% ($21.4M)
Filing History
Fund Information
Tensile Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $772.0M across 24 holdings. The largest position is LITHIA MTRS INC (LAD), representing 9.7% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.