Tensile Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Tensile Capital Management Lp disclosed 22 stock positions valued at approximately $724.25M as of quarter-end June 30, 2026. The largest holdings include DICKS SPORTING GOODS INC, TYLER TECHNOLOGIES INC, and LITHIA MTRS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $724.25M
Holdings by Sector
Tensile Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 11.21% | 357,844 | - | - | $81,162,598 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 9.90% | 245,043 | +193,668 | +376.97% | $71,665,276 |
| LITHIA MTRS INC | LAD | Consumer Cyclical | 8.94% | 222,963 | - | - | $64,768,522 |
| VALVOLINE INC | VVV | Consumer Cyclical | 8.48% | 1,553,843 | -545,000 | -25.97% | $61,438,952 |
| COMPASS INC | COMP | Real Estate | 6.83% | 4,012,399 | +2,015,000 | +100.88% | $49,472,880 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 6.30% | 446,042 | -95,000 | -17.56% | $45,607,795 |
| CENTURI HOLDINGS INC | CTRI | Utilities | 6.13% | 1,467,046 | -124,197 | -7.81% | $44,363,471 |
| Q2 HLDGS INC | QTWO | Technology | 5.77% | 868,767 | -21,000 | -2.36% | $41,787,693 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 5.40% | 753,879 | - | - | $39,126,320 |
| WATERBRIDGE INFRASTRUCTURE L | WBI | Other | 5.12% | 1,082,533 | +97,959 | +9.95% | $37,098,406 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 4.63% | 300,165 | -135,000 | -31.02% | $33,564,450 |
| VERTEX INC | VERX | Technology | 4.59% | 2,898,563 | -500,000 | -14.71% | $33,275,503 |
| EQUINIX INC | EQIX | Real Estate | 3.51% | 24,392 | -2,000 | -7.58% | $25,425,977 |
| BLACKLINE INC | BL | Technology | 2.69% | 694,846 | -55,940 | -7.45% | $19,504,327 |
| U HAUL HOLDING COMPANY | UHAL-B | Industrials | 2.52% | 316,610 | -64,785 | -16.99% | $18,268,397 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 2.48% | 203,583 | -7,560 | -3.58% | $17,939,734 |
| NCINO INC | NCNO | Technology | 2.39% | 1,056,592 | +51,450 | +5.12% | $17,275,279 |
| APPFOLIO INC | APPF | Technology | 1.62% | 73,000 | +20,000 | +37.74% | $11,705,550 |
| HELIX ENERGY SOLUTIONS GRP I | HLX | Energy | 0.59% | 490,277 | -359,669 | -42.32% | $4,285,021 |
| VISTANCE NETWORKS INC | COMM | Technology | 0.56% | 315,453 | +315,453 | +100.00% | $4,031,489 |
| ALIGHT INC | ALIT | Technology | 0.25% | 3,213,744 | -546,728 | -14.54% | $1,799,697 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 0.09% | 40,573 | -195,939 | -82.85% | $687,509 |
Showing 22 of 22 holdings in the latest reporting period.