Tensile Capital Management LP reported 22 holdings worth US$724M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Tensile Capital Management LP reported 22 holdings worth US$724M as of Jun 30, 2026. Largest: Dick's Sporting Goods Inc, Tyler Technologies, Inc. and Lithia Motors, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$724M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dick's Sporting Goods Inc | 358K | US$81.2M | 11.2% |
| Tyler Technologies, Inc. | 245K | US$71.7M | 9.9% |
| Lithia Motors, Inc. | 223K | US$64.8M | 8.9% |
| Valvoline Inc. | 1.55M | US$61.4M | 8.5% |
| Compass, Inc. | 4.01M | US$49.5M | 6.8% |
| Us Foods Holding Corp. | 446K | US$45.6M | 6.3% |
| Centuri Holdings, Inc. | 1.47M | US$44.4M | 6.1% |
| Q2 Holdings, Inc. | 869K | US$41.8M | 5.8% |
| Atlanta Braves Holdings, Inc. - Series A | 754K | US$39.1M | 5.4% |
| Waterbridge Infrastructure Llc | 1.08M | US$37.1M | 5.1% |
| Crown Holdings, Inc. | 300K | US$33.6M | 4.6% |
| Vertex, Inc. | 2.9M | US$33.3M | 4.6% |
| Equinix, Inc. | 24,392 | US$25.4M | 3.5% |
| Blackline, Inc. | 695K | US$19.5M | 2.7% |
| U-haul Holding Company | 317K | US$18.3M | 2.5% |
| Champion Homes, Inc. | 204K | US$17.9M | 2.5% |
| Ncino, Inc. | 1.06M | US$17.3M | 2.4% |
| Appfolio, Inc. | 73,000 | US$11.7M | 1.6% |
| Helix Energy Solutions Group, Inc. | 490K | US$4.29M | 0.59% |
| Vistance Networks, Inc. | 315K | US$4.03M | 0.56% |
| Alight, Inc. | 3.21M | US$1.8M | 0.25% |
| Fox Factory Holding Corp. | 40,573 | US$688K | 0.09% |
| Cavco Industries, Inc. | 0 | US$0 | 0.00% |
| Clearwater Analytics Holdings, Inc. | 0 | US$0 | 0.00% |