Tensile Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$828.5M
Holdings
21
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VERXVERTEX INC | 3,643,850 | $128.8M | 15.54% | |
| 2 | VVVVALVOLINE INC | 2,040,179 | $77.3M | 9.33% | |
| 3 | DKSDICKS SPORTING GOODS | 382,844 | $75.7M | 9.14% | |
| 4 | LADLITHIA MTRS INC | 223,527 | $75.5M | 9.11% | |
| 5 | QTWOQ2 HOLDINGS INC | 779,767 | $73.0M | 8.81% | |
| 6 | USFDUS FOODS HLDG CORP | 799,042 | $61.5M | 7.43% | |
| 7 | CCKCROWN HOLDINGS INC COM STK | 545,430 | $56.2M | 6.78% | |
| 8 | BLBLACKLINE INC | 811,485 | $45.9M | 5.55% | |
| 9 | NCNONCINO INC | 1,350,704 | $37.8M | 4.56% | |
| 10 | BATRAATLANTA BRAVES HOLDINGS INC | 753,907 | $35.3M | 4.26% | |
| 11 | ALITALIGHT INC. | 6,210,676 | $35.2M | 4.24% | |
| 12 | CWANCLEARWATER ANALYTICS HLDGS I | 1,357,990 | $29.8M | 3.59% | |
| 13 | EQIXEQUINIX INC | 27,892 | $22.2M | 2.68% | |
| 14 | VALVALARIS LTD | 445,000 | $18.7M | 2.26% | |
| 15 | WKWORKIVA INC | 189,742 | $13.0M | 1.57% | |
| 16 | ASOACADEMY SPORTS & OUTDOORS | 284,875 | $12.8M | 1.54% | |
| 17 | PROPRO HOLDINGS INC | 800,136 | $12.5M | 1.51% | |
| 18 | CTVHELIX ENERGY SOLUTIONS GRP I | 1,090,959 | $6.8M | 0.82% | |
| 19 | NEOGNEOGEN CORP | 1,015,295 | $4.9M | 0.59% | |
| 20 | NENOBLE CORP PLC | 150,000 | $4.0M | 0.48% | |
| 21 | RUSHARUSH ENTERPRISES INC | 34,354 | $1.8M | 0.21% |