Filed: 5/15/2026ACC: 0002080880-26-000012
📋 What this filing means
TENSILE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $698.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$698.49M
Total AUM (reported)
22.43M
Total Shares
Allocation by class
COM$463.20M66.3%
CL A$75.81M10.9%
COM SHS$46.48M6.7%
COM SER C$32.19M4.6%
CL A SHS REPSTG$26.38M3.8%
ORD SHS A$19.60M2.8%
COM SER N$17.04M2.4%
Portfolio Concentration
Top 3$197.32M28.2%
4–10$282.46M40.4%
11–25$218.71M31.3%
Top 3 weight
28.2%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 22.43M
Sole
Full voting authority
22.43M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
DICK'S SPORTING GOODS INC
SOLEShares357.84K
TypeSH
Market value$70.96M
10.16%
Sole
357.84K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares2.10M
TypeSH
Market value$70.69M
10.12%
Sole
2.10M
Shared
0.00
None
0.00
LITHIA MOTORS INC
SOLEShares222.96K
TypeSH
Market value$55.68M
7.97%
Sole
222.96K
Shared
0.00
None
0.00
US FOODS HOLDING CORP
SOLEShares541.04K
TypeSH
Market value$49.89M
7.14%
Sole
541.04K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares1.59M
TypeSH
Market value$46.48M
6.65%
Sole
1.59M
Shared
0.00
None
0.00
CROWN HOLDINGS INC
SOLEShares435.17K
TypeSH
Market value$43.63M
6.25%
Sole
435.17K
Shared
0.00
None
0.00
Q2 HOLDINGS INC
SOLEShares889.77K
TypeSH
Market value$42.09M
6.03%
Sole
889.77K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares3.40M
TypeSH
Market value$40.41M
5.79%
Sole
3.40M
Shared
0.00
None
0.00
ATLANTA BRAVES HOLDINGS INC
SOLEShares753.88K
TypeSH
Market value$32.19M
4.61%
Sole
753.88K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares750.79K
TypeSH
Market value$27.78M
3.98%
Sole
750.79K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE LLC
SOLEShares984.57K
TypeSH
Market value$26.38M
3.78%
Sole
984.57K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares26.39K
TypeSH
Market value$25.87M
3.70%
Sole
26.39K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HOLDINGS INC
SOLEShares879.67K
TypeSH
Market value$20.80M
2.98%
Sole
879.67K
Shared
0.00
None
0.00
NOBLE CORP PLC
SOLEShares399.38K
TypeSH
Market value$19.60M
2.81%
Sole
399.38K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares51.38K
TypeSH
Market value$17.59M
2.52%
Sole
51.38K
Shared
0.00
None
0.00
U-HAUL HOLDING CO
SOLEShares381.39K
TypeSH
Market value$17.04M
2.44%
Sole
381.39K
Shared
0.00
None
0.00
CAVCO INDUSTRIES INC
SOLEShares33K
TypeSH
Market value$15.98M
2.29%
Sole
33K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares211.14K
TypeSH
Market value$15.70M
2.25%
Sole
211.14K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.01M
TypeSH
Market value$15.06M
2.16%
Sole
1.01M
Shared
0.00
None
0.00
COMPASS INC
SOLEShares2M
TypeSH
Market value$14.60M
2.09%
Sole
2M
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GROUP INC
SOLEShares849.95K
TypeSH
Market value$8.41M
1.20%
Sole
849.95K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares53K
TypeSH
Market value$8.36M
1.20%
Sole
53K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares525.20K
TypeSH
Market value$7.24M
1.04%
Sole
525.20K
Shared
0.00
None
0.00
FOX FACTORY HOLDING CORP
SOLEShares236.51K
TypeSH
Market value$3.89M
0.56%
Sole
236.51K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares3.76M
TypeSH
Market value$2.19M
0.31%
Sole
3.76M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DICK'S SPORTING GOODS INCSOLE | COM | 357.84K | SH | $70.96M 10.16% | 357.84K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 2.10M | SH | $70.69M 10.12% | 2.10M | 0.00 | 0.00 |
LITHIA MOTORS INCSOLE | COM | 222.96K | SH | $55.68M 7.97% | 222.96K | 0.00 | 0.00 |
US FOODS HOLDING CORPSOLE | COM | 541.04K | SH | $49.89M 7.14% | 541.04K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 1.59M | SH | $46.48M 6.65% | 1.59M | 0.00 | 0.00 |
CROWN HOLDINGS INCSOLE | COM | 435.17K | SH | $43.63M 6.25% | 435.17K | 0.00 | 0.00 |
Q2 HOLDINGS INCSOLE | COM | 889.77K | SH | $42.09M 6.03% | 889.77K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 3.40M | SH | $40.41M 5.79% | 3.40M | 0.00 | 0.00 |
ATLANTA BRAVES HOLDINGS INCSOLE | COM SER C | 753.88K | SH | $32.19M 4.61% | 753.88K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 750.79K | SH | $27.78M 3.98% | 750.79K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LLCSOLE | CL A SHS REPSTG | 984.57K | SH | $26.38M 3.78% | 984.57K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 26.39K | SH | $25.87M 3.70% | 26.39K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HOLDINGS INCSOLE | CL A | 879.67K | SH | $20.80M 2.98% | 879.67K | 0.00 | 0.00 |
NOBLE CORP PLCSOLE | ORD SHS A | 399.38K | SH | $19.60M 2.81% | 399.38K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 51.38K | SH | $17.59M 2.52% | 51.38K | 0.00 | 0.00 |
U-HAUL HOLDING COSOLE | COM SER N | 381.39K | SH | $17.04M 2.44% | 381.39K | 0.00 | 0.00 |
CAVCO INDUSTRIES INCSOLE | COM | 33K | SH | $15.98M 2.29% | 33K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 211.14K | SH | $15.70M 2.25% | 211.14K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.01M | SH | $15.06M 2.16% | 1.01M | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 2M | SH | $14.60M 2.09% | 2M | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GROUP INCSOLE | COM | 849.95K | SH | $8.41M 1.20% | 849.95K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 53K | SH | $8.36M 1.20% | 53K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 525.20K | SH | $7.24M 1.04% | 525.20K | 0.00 | 0.00 |
FOX FACTORY HOLDING CORPSOLE | COM | 236.51K | SH | $3.89M 0.56% | 236.51K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 3.76M | SH | $2.19M 0.31% | 3.76M | 0.00 | 0.00 |