Tensile Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$962.5M
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VERXVERTEX INC | 3,769,550 | $201.1M | 20.89% | |
| 2 | DKSDICKS SPORTING GOODS | 426,844 | $97.7M | 10.15% | |
| 3 | QTWOQ2 HOLDINGS INC | 867,767 | $87.3M | 9.07% | |
| 4 | LADLITHIA MTRS INC | 235,527 | $84.2M | 8.75% | |
| 5 | VVVVALVOLINE INC | 1,840,179 | $66.6M | 6.92% | |
| 6 | USFDUS FOODS HLDG CORP | 846,314 | $57.1M | 5.93% | |
| 7 | CCKCROWN HOLDINGS INC COM STK | 615,074 | $50.9M | 5.28% | |
| 8 | NCNONCINO INC | 1,428,734 | $48.0M | 4.98% | |
| 9 | ALITALIGHT INC. | 6,573,322 | $45.5M | 4.73% | |
| 10 | BLBLACKLINE INC | 740,997 | $45.0M | 4.68% | |
| 11 | BATRAATLANTA BRAVES HOLDINGS INC | 978,907 | $37.5M | 3.89% | |
| 12 | SMARGBPSMARTSHEET INC | 659,816 | $37.0M | 3.84% | |
| 13 | ASOACADEMY SPORTS & OUTDOORS | 527,039 | $30.3M | 3.15% | |
| 14 | WKWORKIVA INC | 238,321 | $26.1M | 2.71% | |
| 15 | EQIXEQUINIX INC | 25,892 | $24.4M | 2.54% | |
| 16 | PROPRO HOLDINGS INC | 1,005,613 | $22.1M | 2.29% | |
| 17 | RUSHARUSH ENTERPRISES INC | 34,354 | $1.9M | 0.20% |