Filed: 11/14/2025ACC: 0001214659-25-016664
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $800.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$800.4K
Total AUM (reported)
25.27M
Total Shares
Allocation by class
COM$548.6K68.5%
CL A$160.2K20.0%
COM C$31.4K3.9%
COM CL A$22.7K2.8%
COM SHS$17.2K2.1%
ORD SHS A$12.8K1.6%
CL A SHS REPSTG$7.6K0.9%
Portfolio Concentration
Top 3$248.5K31.0%
4–10$360.9K45.1%
11–25$191.0K23.9%
Top 3 weight
31.0%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 25.27M
Sole
Full voting authority
25.27M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
VERTEX INC
SOLEShares3.80M
TypeSH
Market value$94.3K
11.78%
Sole
3.80M
Shared
0.00
None
0.00
DICKS SPORTING GOODS
SOLEShares357.84K
TypeSH
Market value$79.5K
9.94%
Sole
357.84K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares2.08M
TypeSH
Market value$74.7K
9.33%
Sole
2.08M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares235.53K
TypeSH
Market value$74.4K
9.30%
Sole
235.53K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares764.04K
TypeSH
Market value$58.5K
7.31%
Sole
764.04K
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares779.77K
TypeSH
Market value$56.4K
7.05%
Sole
779.77K
Shared
0.00
None
0.00
CROWN HOLDINGS INC COM STK
SOLEShares533.16K
TypeSH
Market value$51.5K
6.43%
Sole
533.16K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares2.52M
TypeSH
Market value$45.5K
5.68%
Sole
2.52M
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares812.68K
TypeSH
Market value$43.2K
5.39%
Sole
812.68K
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares753.91K
TypeSH
Market value$31.4K
3.92%
Sole
753.91K
Shared
0.00
None
0.00
NCINO INC
SOLEShares901.54K
TypeSH
Market value$24.4K
3.05%
Sole
901.54K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares308.16K
TypeSH
Market value$23.5K
2.94%
Sole
308.16K
Shared
0.00
None
0.00
ALIGHT INC.
SOLEShares6.95M
TypeSH
Market value$22.7K
2.83%
Sole
6.95M
Shared
0.00
None
0.00
PRO HOLDINGS INC
SOLEShares974.13K
TypeSH
Market value$22.3K
2.79%
Sole
974.13K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares27.89K
TypeSH
Market value$21.8K
2.73%
Sole
27.89K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares389.42K
TypeSH
Market value$19.0K
2.37%
Sole
389.42K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares812.09K
TypeSH
Market value$17.2K
2.15%
Sole
812.09K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares452.61K
TypeSH
Market value$12.8K
1.60%
Sole
452.61K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS
SOLEShares194.88K
TypeSH
Market value$9.7K
1.22%
Sole
194.88K
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GRP I
SOLEShares1.29M
TypeSH
Market value$8.5K
1.06%
Sole
1.29M
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares300K
TypeSH
Market value$7.6K
0.95%
Sole
300K
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares26.45K
TypeSH
Market value$1.4K
0.18%
Sole
26.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTEX INCSOLE | CL A | 3.80M | SH | $94.3K 11.78% | 3.80M | 0.00 | 0.00 |
DICKS SPORTING GOODSSOLE | COM | 357.84K | SH | $79.5K 9.94% | 357.84K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 2.08M | SH | $74.7K 9.33% | 2.08M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 235.53K | SH | $74.4K 9.30% | 235.53K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 764.04K | SH | $58.5K 7.31% | 764.04K | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 779.77K | SH | $56.4K 7.05% | 779.77K | 0.00 | 0.00 |
CROWN HOLDINGS INC COM STKSOLE | COM | 533.16K | SH | $51.5K 6.43% | 533.16K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 2.52M | SH | $45.5K 5.68% | 2.52M | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 812.68K | SH | $43.2K 5.39% | 812.68K | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM C | 753.91K | SH | $31.4K 3.92% | 753.91K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 901.54K | SH | $24.4K 3.05% | 901.54K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 308.16K | SH | $23.5K 2.94% | 308.16K | 0.00 | 0.00 |
ALIGHT INC.SOLE | COM CL A | 6.95M | SH | $22.7K 2.83% | 6.95M | 0.00 | 0.00 |
PRO HOLDINGS INCSOLE | COM | 974.13K | SH | $22.3K 2.79% | 974.13K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 27.89K | SH | $21.8K 2.73% | 27.89K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 389.42K | SH | $19.0K 2.37% | 389.42K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 812.09K | SH | $17.2K 2.15% | 812.09K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 452.61K | SH | $12.8K 1.60% | 452.61K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORSSOLE | COM | 194.88K | SH | $9.7K 1.22% | 194.88K | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GRP ISOLE | COM | 1.29M | SH | $8.5K 1.06% | 1.29M | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 300K | SH | $7.6K 0.95% | 300K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 26.45K | SH | $1.4K 0.18% | 26.45K | 0.00 | 0.00 |