Filed: 2/17/2026ACC: 0001214659-26-002004
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $772.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$772.0K
Total AUM (reported)
22.10M
Total Shares
Allocation by class
COM$507.0K65.7%
CL A$152.4K19.7%
COM SHS$47.1K6.1%
COM C$29.7K3.9%
ORD SHS A$14.9K1.9%
CL A SHS REPSTG$10.6K1.4%
COM CL A$7.3K0.9%
Portfolio Concentration
Top 3$213.8K27.7%
4–10$378.5K49.0%
11–25$179.7K23.3%
Top 3 weight
27.7%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 22.10M
Sole
Full voting authority
22.10M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
LITHIA MTRS INC
SOLEShares224.79K
TypeSH
Market value$74.7K
9.68%
Sole
224.79K
Shared
0.00
None
0.00
DICKS SPORTING GOODS
SOLEShares357.84K
TypeSH
Market value$70.8K
9.18%
Sole
357.84K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares3.42M
TypeSH
Market value$68.3K
8.85%
Sole
3.42M
Shared
0.00
None
0.00
CROWN HOLDINGS INC COM STK
SOLEShares612.16K
TypeSH
Market value$63.0K
8.16%
Sole
612.16K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares2.10M
TypeSH
Market value$61.0K
7.90%
Sole
2.10M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares764.04K
TypeSH
Market value$57.5K
7.45%
Sole
764.04K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares2.36M
TypeSH
Market value$57.0K
7.39%
Sole
2.36M
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares679.77K
TypeSH
Market value$49.1K
6.35%
Sole
679.77K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares1.87M
TypeSH
Market value$47.1K
6.10%
Sole
1.87M
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares790.95K
TypeSH
Market value$43.7K
5.66%
Sole
790.95K
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares753.88K
TypeSH
Market value$29.7K
3.85%
Sole
753.88K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.09M
TypeSH
Market value$27.8K
3.60%
Sole
1.09M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares27.89K
TypeSH
Market value$21.4K
2.77%
Sole
27.89K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares248.56K
TypeSH
Market value$21.0K
2.72%
Sole
248.56K
Shared
0.00
None
0.00
VALARIS LTD
SOLEShares339.42K
TypeSH
Market value$17.1K
2.22%
Sole
339.42K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares529.38K
TypeSH
Market value$14.9K
1.94%
Sole
529.38K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares528.81K
TypeSH
Market value$10.6K
1.37%
Sole
528.81K
Shared
0.00
None
0.00
ONESTREAM INC
SOLEShares541.07K
TypeSH
Market value$9.9K
1.29%
Sole
541.07K
Shared
0.00
None
0.00
ALIGHT INC.
SOLEShares3.76M
TypeSH
Market value$7.3K
0.95%
Sole
3.76M
Shared
0.00
None
0.00
ARCBEST CORP
SOLEShares81.23K
TypeSH
Market value$6.0K
0.78%
Sole
81.23K
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GRP I
SOLEShares849.95K
TypeSH
Market value$5.3K
0.69%
Sole
849.95K
Shared
0.00
None
0.00
ACADEMY SPORTS & OUTDOORS
SOLEShares75.04K
TypeSH
Market value$3.7K
0.49%
Sole
75.04K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares63.40K
TypeSH
Market value$3.0K
0.38%
Sole
63.40K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares35K
TypeSH
Market value$1.8K
0.23%
Sole
35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LITHIA MTRS INCSOLE | COM | 224.79K | SH | $74.7K 9.68% | 224.79K | 0.00 | 0.00 |
DICKS SPORTING GOODSSOLE | COM | 357.84K | SH | $70.8K 9.18% | 357.84K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 3.42M | SH | $68.3K 8.85% | 3.42M | 0.00 | 0.00 |
CROWN HOLDINGS INC COM STKSOLE | COM | 612.16K | SH | $63.0K 8.16% | 612.16K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 2.10M | SH | $61.0K 7.90% | 2.10M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 764.04K | SH | $57.5K 7.45% | 764.04K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 2.36M | SH | $57.0K 7.39% | 2.36M | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 679.77K | SH | $49.1K 6.35% | 679.77K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 1.87M | SH | $47.1K 6.10% | 1.87M | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 790.95K | SH | $43.7K 5.66% | 790.95K | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM C | 753.88K | SH | $29.7K 3.85% | 753.88K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.09M | SH | $27.8K 3.60% | 1.09M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 27.89K | SH | $21.4K 2.77% | 27.89K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 248.56K | SH | $21.0K 2.72% | 248.56K | 0.00 | 0.00 |
VALARIS LTDSOLE | CL A | 339.42K | SH | $17.1K 2.22% | 339.42K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 529.38K | SH | $14.9K 1.94% | 529.38K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 528.81K | SH | $10.6K 1.37% | 528.81K | 0.00 | 0.00 |
ONESTREAM INCSOLE | CL A | 541.07K | SH | $9.9K 1.29% | 541.07K | 0.00 | 0.00 |
ALIGHT INC.SOLE | COM CL A | 3.76M | SH | $7.3K 0.95% | 3.76M | 0.00 | 0.00 |
ARCBEST CORPSOLE | COM | 81.23K | SH | $6.0K 0.78% | 81.23K | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GRP ISOLE | COM | 849.95K | SH | $5.3K 0.69% | 849.95K | 0.00 | 0.00 |
ACADEMY SPORTS & OUTDOORSSOLE | COM | 75.04K | SH | $3.7K 0.49% | 75.04K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 63.40K | SH | $3.0K 0.38% | 63.40K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM | 35K | SH | $1.8K 0.23% | 35K | 0.00 | 0.00 |