Filed: 8/14/2026ACC: 0002080880-26-000021
📋 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 $724.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$724.25M
Total AUM (reported)
20.64M
Total Shares
Allocation by class
COM$489.14M67.5%
CL A$82.75M11.4%
COM SHS$44.36M6.1%
COM SER C$39.13M5.4%
CL A SHS REPSTG$37.10M5.1%
COM SER N$18.27M2.5%
COM CL A$13.51M1.9%
Portfolio Concentration
Top 3$217.60M30.0%
4–10$318.90M44.0%
11–25$187.76M25.9%
Top 3 weight
30.0%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 20.64M
Sole
Full voting authority
20.64M
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:
DICKS SPORTING GOODS INC
SOLEShares357.84K
TypeSH
Market value$81.16M
11.21%
Sole
357.84K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares245.04K
TypeSH
Market value$71.67M
9.90%
Sole
245.04K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares222.96K
TypeSH
Market value$64.77M
8.94%
Sole
222.96K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares1.55M
TypeSH
Market value$61.44M
8.48%
Sole
1.55M
Shared
0.00
None
0.00
COMPASS INC
SOLEShares4.01M
TypeSH
Market value$49.47M
6.83%
Sole
4.01M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares446.04K
TypeSH
Market value$45.61M
6.30%
Sole
446.04K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares1.47M
TypeSH
Market value$44.36M
6.13%
Sole
1.47M
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares868.77K
TypeSH
Market value$41.79M
5.77%
Sole
868.77K
Shared
0.00
None
0.00
ATLANTA BRAVES HLDGS INC
SOLEShares753.88K
TypeSH
Market value$39.13M
5.40%
Sole
753.88K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares1.08M
TypeSH
Market value$37.10M
5.12%
Sole
1.08M
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares300.17K
TypeSH
Market value$33.56M
4.63%
Sole
300.17K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares2.90M
TypeSH
Market value$33.28M
4.59%
Sole
2.90M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares24.39K
TypeSH
Market value$25.43M
3.51%
Sole
24.39K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares694.85K
TypeSH
Market value$19.50M
2.69%
Sole
694.85K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares316.61K
TypeSH
Market value$18.27M
2.52%
Sole
316.61K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares203.58K
TypeSH
Market value$17.94M
2.48%
Sole
203.58K
Shared
0.00
None
0.00
NCINO INC
SOLEShares1.06M
TypeSH
Market value$17.28M
2.39%
Sole
1.06M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares73K
TypeSH
Market value$11.71M
1.62%
Sole
73K
Shared
0.00
None
0.00
HELIX ENERGY SOLUTIONS GRP I
SOLEShares490.28K
TypeSH
Market value$4.29M
0.59%
Sole
490.28K
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares315.45K
TypeSH
Market value$4.03M
0.56%
Sole
315.45K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares3.21M
TypeSH
Market value$1.80M
0.25%
Sole
3.21M
Shared
0.00
None
0.00
FOX FACTORY HLDG CORP
SOLEShares40.57K
TypeSH
Market value$687.5K
0.09%
Sole
40.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DICKS SPORTING GOODS INCSOLE | COM | 357.84K | SH | $81.16M 11.21% | 357.84K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 245.04K | SH | $71.67M 9.90% | 245.04K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 222.96K | SH | $64.77M 8.94% | 222.96K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 1.55M | SH | $61.44M 8.48% | 1.55M | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 4.01M | SH | $49.47M 6.83% | 4.01M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 446.04K | SH | $45.61M 6.30% | 446.04K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 1.47M | SH | $44.36M 6.13% | 1.47M | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 868.77K | SH | $41.79M 5.77% | 868.77K | 0.00 | 0.00 |
ATLANTA BRAVES HLDGS INCSOLE | COM SER C | 753.88K | SH | $39.13M 5.40% | 753.88K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 1.08M | SH | $37.10M 5.12% | 1.08M | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 300.17K | SH | $33.56M 4.63% | 300.17K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 2.90M | SH | $33.28M 4.59% | 2.90M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 24.39K | SH | $25.43M 3.51% | 24.39K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 694.85K | SH | $19.50M 2.69% | 694.85K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 316.61K | SH | $18.27M 2.52% | 316.61K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 203.58K | SH | $17.94M 2.48% | 203.58K | 0.00 | 0.00 |
NCINO INCSOLE | COM | 1.06M | SH | $17.28M 2.39% | 1.06M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 73K | SH | $11.71M 1.62% | 73K | 0.00 | 0.00 |
HELIX ENERGY SOLUTIONS GRP ISOLE | COM | 490.28K | SH | $4.29M 0.59% | 490.28K | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 315.45K | SH | $4.03M 0.56% | 315.45K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 3.21M | SH | $1.80M 0.25% | 3.21M | 0.00 | 0.00 |
FOX FACTORY HLDG CORPSOLE | COM | 40.57K | SH | $687.5K 0.09% | 40.57K | 0.00 | 0.00 |