Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tensile Capital Management LP (CIK 1598843) reported $698.5M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DKS ($71.0M, 10.16%), VVV ($70.7M, 10.12%), LAD ($55.7M, 7.97%), USFD ($49.9M, 7.14%), CTRI ($46.5M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DKS | DICK'S SPORTING GOODS INC | $71.0M | 10.16% | 357,844 | Hold |
| 2 | VVV | VALVOLINE INC | $70.7M | 10.12% | 2.1M | Hold |
| 3 | LAD | LITHIA MOTORS INC | $55.7M | 7.97% | 222,963 | Trimmed |
| 4 | USFD | US FOODS HOLDING CORP | $49.9M | 7.14% | 541,042 | Trimmed |
| 5 | CTRI | CENTURI HOLDINGS INC | $46.5M | 6.65% | 1.6M | Trimmed |
| 6 | CCK | CROWN HOLDINGS INC | $43.6M | 6.25% | 435,165 | Trimmed |
| 7 | QTWO | Q2 HOLDINGS INC | $42.1M | 6.03% | 889,767 | Added |
| 8 | VERX | VERTEX INC | $40.4M | 5.79% | 3.4M | Trimmed |
| 9 | BATRK | ATLANTA BRAVES HOLDINGS INC | $32.2M | 4.61% | 753,879 | Hold |
| 10 | BL | BLACKLINE INC | $27.8M | 3.98% | 750,786 | Trimmed |
| 11 | WATERBRIDGE INFRASTRUCTURE LLC | $26.4M | 3.78% | 984,574 | Added | |
| 12 | EQIX | EQUINIX INC | $25.9M | 3.70% | 26,392 | Trimmed |
| 13 | CWAN | CLEARWATER ANALYTICS HOLDINGS INC | $20.8M | 2.98% | 879,674 | Trimmed |
| 14 | NE | NOBLE CORP PLC | $19.6M | 2.81% | 399,375 | Trimmed |
| 15 | TYL | TYLER TECHNOLOGIES INC | $17.6M | 2.52% | 51,375 | New |
| 16 | UHAL/B | U-HAUL HOLDING CO | $17.0M | 2.44% | 381,395 | Added |
| 17 | CVCO | CAVCO INDUSTRIES INC | $16.0M | 2.29% | 33,000 | New |
| 18 | SKY | CHAMPION HOMES INC | $15.7M | 2.25% | 211,143 | Trimmed |
| 19 | NCNO | NCINO INC | $15.1M | 2.16% | 1.0M | Trimmed |
| 20 | COMP | COMPASS INC | $14.6M | 2.09% | 2.0M | New |
| 21 | APPF | APPFOLIO INC | $8.4M | 1.20% | 53,000 | New |
| 22 | HLX | HELIX ENERGY SOLUTIONS GROUP INC | $8.4M | 1.20% | 849,946 | Hold |
| 23 | CLBT | CELLEBRITE DI LTD | $7.2M | 1.04% | 525,202 | New |
| 24 | FOXF | FOX FACTORY HOLDING CORP | $3.9M | 0.56% | 236,512 | New |
| 25 | ALIT | ALIGHT INC | $2.2M | 0.31% | 3.8M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31