Filed: 2/14/2025ACC: 0001214659-25-002863
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $962.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$962.5K
Total AUM (reported)
20.81M
Total Shares
Allocation by class
COM$676.6K70.3%
CL A$203.0K21.1%
COM CL A$45.5K4.7%
COM C$37.5K3.9%
Portfolio Concentration
Top 3$386.1K40.1%
4–10$397.2K41.3%
11–25$179.2K18.6%
Top 3 weight
40.1%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 20.81M
Sole
Full voting authority
20.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
VERTEX INC
SOLEShares3.77M
TypeSH
Market value$201.1K
20.89%
Sole
3.77M
Shared
0.00
None
0.00
DICKS SPORTING GOODS
SOLEShares426.84K
TypeSH
Market value$97.7K
10.15%
Sole
426.84K
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares867.77K
TypeSH
Market value$87.3K
9.07%
Sole
867.77K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares235.53K
TypeSH
Market value$84.2K
8.75%
Sole
235.53K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares1.84M
TypeSH
Market value$66.6K
6.92%
Sole
1.84M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares846.31K
TypeSH
Market value$57.1K
5.93%
Sole
846.31K
Shared
0.00
None
0.00
CROWN HOLDINGS INC COM STK
SOLEShares615.07K
TypeSH
Market value$50.9K
5.28%
Sole
615.07K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.43M
TypeSH
Market value$48.0K
4.98%
Sole
1.43M
Shared
0.00
None
0.00
ALIGHT INC.
SOLEShares6.57M
TypeSH
Market value$45.5K
4.73%
Sole
6.57M
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares741K
TypeSH
Market value$45.0K
4.68%
Sole
741K
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares978.91K
TypeSH
Market value$37.5K
3.89%
Sole
978.91K
Shared
0.00
None
0.00
SMARTSHEET INC
SOLEShares659.82K
TypeSH
Market value$37.0K
3.84%
Sole
659.82K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS
SOLEShares527.04K
TypeSH
Market value$30.3K
3.15%
Sole
527.04K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares238.32K
TypeSH
Market value$26.1K
2.71%
Sole
238.32K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares25.89K
TypeSH
Market value$24.4K
2.54%
Sole
25.89K
Shared
0.00
None
0.00
PRO HOLDINGS INC
SOLEShares1.01M
TypeSH
Market value$22.1K
2.29%
Sole
1.01M
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares34.35K
TypeSH
Market value$1.9K
0.20%
Sole
34.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTEX INCSOLE | CL A | 3.77M | SH | $201.1K 20.89% | 3.77M | 0.00 | 0.00 |
DICKS SPORTING GOODSSOLE | COM | 426.84K | SH | $97.7K 10.15% | 426.84K | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 867.77K | SH | $87.3K 9.07% | 867.77K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 235.53K | SH | $84.2K 8.75% | 235.53K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 1.84M | SH | $66.6K 6.92% | 1.84M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 846.31K | SH | $57.1K 5.93% | 846.31K | 0.00 | 0.00 |
CROWN HOLDINGS INC COM STKSOLE | COM | 615.07K | SH | $50.9K 5.28% | 615.07K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.43M | SH | $48.0K 4.98% | 1.43M | 0.00 | 0.00 |
ALIGHT INC.SOLE | COM CL A | 6.57M | SH | $45.5K 4.73% | 6.57M | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 741K | SH | $45.0K 4.68% | 741K | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM C | 978.91K | SH | $37.5K 3.89% | 978.91K | 0.00 | 0.00 |
SMARTSHEET INCSOLE | COM | 659.82K | SH | $37.0K 3.84% | 659.82K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORSSOLE | COM | 527.04K | SH | $30.3K 3.15% | 527.04K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM | 238.32K | SH | $26.1K 2.71% | 238.32K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 25.89K | SH | $24.4K 2.54% | 25.89K | 0.00 | 0.00 |
PRO HOLDINGS INCSOLE | COM | 1.01M | SH | $22.1K 2.29% | 1.01M | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 34.35K | SH | $1.9K 0.20% | 34.35K | 0.00 | 0.00 |