Filed: 5/15/2025ACC: 0001214659-25-007850
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $783.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$783.8K
Total AUM (reported)
21.46M
Total Shares
Allocation by class
COM$553.8K70.6%
CL A$155.9K19.9%
COM CL A$38.8K4.9%
COM C$35.4K4.5%
Portfolio Concentration
Top 3$273.6K34.9%
4–10$371.1K47.3%
11–25$139.1K17.7%
Top 3 weight
34.9%
Top 10 weight
82.3%
Voting Authority Distribution
Total shares with voting rights: 21.46M
Sole
Full voting authority
21.46M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
VERTEX INC
SOLEShares3.66M
TypeSH
Market value$128.2K
16.35%
Sole
3.66M
Shared
0.00
None
0.00
DICKS SPORTING GOODS
SOLEShares378.84K
TypeSH
Market value$76.4K
9.74%
Sole
378.84K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares235.53K
TypeSH
Market value$69.1K
8.82%
Sole
235.53K
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares861.77K
TypeSH
Market value$69.0K
8.80%
Sole
861.77K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares1.97M
TypeSH
Market value$68.4K
8.73%
Sole
1.97M
Shared
0.00
None
0.00
CROWN HOLDINGS INC COM STK
SOLEShares605.43K
TypeSH
Market value$54.0K
6.89%
Sole
605.43K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares824.04K
TypeSH
Market value$53.9K
6.88%
Sole
824.04K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.63M
TypeSH
Market value$44.7K
5.71%
Sole
1.63M
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares871.49K
TypeSH
Market value$42.2K
5.38%
Sole
871.49K
Shared
0.00
None
0.00
ALIGHT INC.
SOLEShares6.54M
TypeSH
Market value$38.8K
4.95%
Sole
6.54M
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares883.91K
TypeSH
Market value$35.4K
4.51%
Sole
883.91K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares660K
TypeSH
Market value$25.9K
3.31%
Sole
660K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares25.89K
TypeSH
Market value$21.1K
2.69%
Sole
25.89K
Shared
0.00
None
0.00
PRO HOLDINGS INC
SOLEShares1.01M
TypeSH
Market value$19.3K
2.46%
Sole
1.01M
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares215.27K
TypeSH
Market value$16.3K
2.08%
Sole
215.27K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS
SOLEShares282.04K
TypeSH
Market value$12.9K
1.64%
Sole
282.04K
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GRP I
SOLEShares773.16K
TypeSH
Market value$6.4K
0.82%
Sole
773.16K
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares34.35K
TypeSH
Market value$1.8K
0.23%
Sole
34.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTEX INCSOLE | CL A | 3.66M | SH | $128.2K 16.35% | 3.66M | 0.00 | 0.00 |
DICKS SPORTING GOODSSOLE | COM | 378.84K | SH | $76.4K 9.74% | 378.84K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 235.53K | SH | $69.1K 8.82% | 235.53K | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 861.77K | SH | $69.0K 8.80% | 861.77K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 1.97M | SH | $68.4K 8.73% | 1.97M | 0.00 | 0.00 |
CROWN HOLDINGS INC COM STKSOLE | COM | 605.43K | SH | $54.0K 6.89% | 605.43K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 824.04K | SH | $53.9K 6.88% | 824.04K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.63M | SH | $44.7K 5.71% | 1.63M | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 871.49K | SH | $42.2K 5.38% | 871.49K | 0.00 | 0.00 |
ALIGHT INC.SOLE | COM CL A | 6.54M | SH | $38.8K 4.95% | 6.54M | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM C | 883.91K | SH | $35.4K 4.51% | 883.91K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 660K | SH | $25.9K 3.31% | 660K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 25.89K | SH | $21.1K 2.69% | 25.89K | 0.00 | 0.00 |
PRO HOLDINGS INCSOLE | COM | 1.01M | SH | $19.3K 2.46% | 1.01M | 0.00 | 0.00 |
WORKIVA INCSOLE | COM | 215.27K | SH | $16.3K 2.08% | 215.27K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORSSOLE | COM | 282.04K | SH | $12.9K 1.64% | 282.04K | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GRP ISOLE | COM | 773.16K | SH | $6.4K 0.82% | 773.16K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 34.35K | SH | $1.8K 0.23% | 34.35K | 0.00 | 0.00 |