Tensile Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$783.8M
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VERXVERTEX INC | 3,660,474 | $128.2M | 16.35% | |
| 2 | DKSDICKS SPORTING GOODS | 378,844 | $76.4M | 9.74% | |
| 3 | LADLITHIA MTRS INC | 235,527 | $69.1M | 8.82% | |
| 4 | QTWOQ2 HOLDINGS INC | 861,767 | $69.0M | 8.80% | |
| 5 | VVVVALVOLINE INC | 1,965,179 | $68.4M | 8.73% | |
| 6 | CCKCROWN HOLDINGS INC COM STK | 605,430 | $54.0M | 6.89% | |
| 7 | USFDUS FOODS HLDG CORP | 824,042 | $53.9M | 6.88% | |
| 8 | NCNONCINO INC | 1,628,734 | $44.7M | 5.71% | |
| 9 | BLBLACKLINE INC | 871,485 | $42.2M | 5.38% | |
| 10 | ALITALIGHT INC. | 6,542,676 | $38.8M | 4.95% | |
| 11 | BATRAATLANTA BRAVES HOLDINGS INC | 883,907 | $35.4M | 4.51% | |
| 12 | VALVALARIS LTD | 660,000 | $25.9M | 3.31% | |
| 13 | EQIXEQUINIX INC | 25,892 | $21.1M | 2.69% | |
| 14 | PROPRO HOLDINGS INC | 1,012,362 | $19.3M | 2.46% | |
| 15 | WKWORKIVA INC | 215,269 | $16.3M | 2.08% | |
| 16 | ASOACADEMY SPORTS & OUTDOORS | 282,039 | $12.9M | 1.64% | |
| 17 | CTVHELIX ENERGY SOLUTIONS GRP I | 773,162 | $6.4M | 0.82% | |
| 18 | RUSHARUSH ENTERPRISES INC | 34,354 | $1.8M | 0.23% |