Holdings of Tensile Capital Management LP
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.4 % of the equity sleeve
Sector breakdown
- Consumer staples 7.4 %
- Real estate 3.9 %
- Unattributed 88.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 23 | 671.7M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Dick's Sporting Goods Inc | 357,844 | 71M $ | |
| Valvoline Inc | 2,098,843 | 70.7M $ | |
| Lithia Motors Inc | 222,963 | 55.7M $ | |
| US Foods Holding Corp | 541,042 | 49.9M $ | |
| Centuri Holdings Inc | 1,591,243 | 46.5M $ | |
| Crown Holdings Inc | 435,165 | 43.6M $ | |
| Q2 Holdings Inc | 889,767 | 42.1M $ | |
| Vertex Inc | 3,398,563 | 40.4M $ | |
| Atlanta Braves Holdings Inc | 753,879 | 32.2M $ | |
| BlackLine Inc | 750,786 | 27.8M $ | |
| WaterBridge Infrastructure LLC | 984,574 | 26.4M $ | |
| Equinix Inc | 26,392 | 25.9M $ | |
| Clearwater Analytics Holdings Inc | 879,674 | 20.8M $ | |
| Tyler Technologies Inc | 51,375 | 17.6M $ | |
| U-Haul Holding Co | 381,395 | 17M $ | |
| Cavco Industries Inc | 33,000 | 16M $ | |
| Champion Homes Inc | 211,143 | 15.7M $ | |
| nCino Inc | 1,005,142 | 15.1M $ | |
| Compass Inc | 1,997,399 | 14.6M $ | |
| Helix Energy Solutions Group Inc | 849,946 | 8.4M $ | |
| Appfolio Inc | 53,000 | 8.4M $ | |
| Fox Factory Holding Corp | 236,512 | 3.9M $ | |
| Alight Inc | 3,760,472 | 2.2M $ |