Filed: 8/14/2025ACC: 0001214659-25-012260
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $828.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$828.5K
Total AUM (reported)
22.94M
Total Shares
Allocation by class
COM$575.0K69.4%
CL A$179.0K21.6%
COM C$35.3K4.3%
COM CL A$35.2K4.2%
ORD SHS A$4.0K0.5%
Portfolio Concentration
Top 3$281.7K34.0%
4–10$385.2K46.5%
11–25$161.6K19.5%
Top 3 weight
34.0%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 22.94M
Sole
Full voting authority
22.94M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
VERTEX INC
SOLEShares3.64M
TypeSH
Market value$128.8K
15.54%
Sole
3.64M
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares2.04M
TypeSH
Market value$77.3K
9.33%
Sole
2.04M
Shared
0.00
None
0.00
DICKS SPORTING GOODS
SOLEShares382.84K
TypeSH
Market value$75.7K
9.14%
Sole
382.84K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares223.53K
TypeSH
Market value$75.5K
9.11%
Sole
223.53K
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares779.77K
TypeSH
Market value$73.0K
8.81%
Sole
779.77K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares799.04K
TypeSH
Market value$61.5K
7.43%
Sole
799.04K
Shared
0.00
None
0.00
CROWN HOLDINGS INC COM STK
SOLEShares545.43K
TypeSH
Market value$56.2K
6.78%
Sole
545.43K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares811.49K
TypeSH
Market value$45.9K
5.55%
Sole
811.49K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.35M
TypeSH
Market value$37.8K
4.56%
Sole
1.35M
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares753.91K
TypeSH
Market value$35.3K
4.26%
Sole
753.91K
Shared
0.00
None
0.00
ALIGHT INC.
SOLEShares6.21M
TypeSH
Market value$35.2K
4.24%
Sole
6.21M
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares1.36M
TypeSH
Market value$29.8K
3.59%
Sole
1.36M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares27.89K
TypeSH
Market value$22.2K
2.68%
Sole
27.89K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares445K
TypeSH
Market value$18.7K
2.26%
Sole
445K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares189.74K
TypeSH
Market value$13.0K
1.57%
Sole
189.74K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS
SOLEShares284.88K
TypeSH
Market value$12.8K
1.54%
Sole
284.88K
Shared
0.00
None
0.00
PRO HOLDINGS INC
SOLEShares800.14K
TypeSH
Market value$12.5K
1.51%
Sole
800.14K
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GRP I
SOLEShares1.09M
TypeSH
Market value$6.8K
0.82%
Sole
1.09M
Shared
0.00
None
0.00
NEOGEN CORP
SOLEShares1.02M
TypeSH
Market value$4.9K
0.59%
Sole
1.02M
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares150K
TypeSH
Market value$4.0K
0.48%
Sole
150K
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares34.35K
TypeSH
Market value$1.8K
0.21%
Sole
34.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTEX INCSOLE | CL A | 3.64M | SH | $128.8K 15.54% | 3.64M | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 2.04M | SH | $77.3K 9.33% | 2.04M | 0.00 | 0.00 |
DICKS SPORTING GOODSSOLE | COM | 382.84K | SH | $75.7K 9.14% | 382.84K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 223.53K | SH | $75.5K 9.11% | 223.53K | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 779.77K | SH | $73.0K 8.81% | 779.77K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 799.04K | SH | $61.5K 7.43% | 799.04K | 0.00 | 0.00 |
CROWN HOLDINGS INC COM STKSOLE | COM | 545.43K | SH | $56.2K 6.78% | 545.43K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 811.49K | SH | $45.9K 5.55% | 811.49K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.35M | SH | $37.8K 4.56% | 1.35M | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM C | 753.91K | SH | $35.3K 4.26% | 753.91K | 0.00 | 0.00 |
ALIGHT INC.SOLE | COM CL A | 6.21M | SH | $35.2K 4.24% | 6.21M | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 1.36M | SH | $29.8K 3.59% | 1.36M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 27.89K | SH | $22.2K 2.68% | 27.89K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 445K | SH | $18.7K 2.26% | 445K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM | 189.74K | SH | $13.0K 1.57% | 189.74K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORSSOLE | COM | 284.88K | SH | $12.8K 1.54% | 284.88K | 0.00 | 0.00 |
PRO HOLDINGS INCSOLE | COM | 800.14K | SH | $12.5K 1.51% | 800.14K | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GRP ISOLE | COM | 1.09M | SH | $6.8K 0.82% | 1.09M | 0.00 | 0.00 |
NEOGEN CORPSOLE | COM | 1.02M | SH | $4.9K 0.59% | 1.02M | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 150K | SH | $4.0K 0.48% | 150K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 34.35K | SH | $1.8K 0.21% | 34.35K | 0.00 | 0.00 |