Holdings
Tensile Capital Management LP
As of Jun 30, 2026, Tensile Capital Management LP reported 22 positions worth US$724M. Largest: Dick's Sporting Goods Inc, Tyler Technologies, Inc. and Lithia Motors, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dick's Sporting Goods Inc | 358K | US$81.2M | no change | Jun 30, 2026 |
| Tyler Technologies, Inc. | 245K | US$71.7M | +194K | Jun 30, 2026 |
| Lithia Motors, Inc. | 223K | US$64.8M | no change | Jun 30, 2026 |
| Valvoline Inc. | 1.55M | US$61.4M | −545K | Jun 30, 2026 |
| Compass, Inc. | 4.01M | US$49.5M | +2.02M | Jun 30, 2026 |
| Us Foods Holding Corp. | 446K | US$45.6M | −95,000 | Jun 30, 2026 |
| Centuri Holdings, Inc. | 1.47M | US$44.4M | −124K | Jun 30, 2026 |
| Q2 Holdings, Inc. | 869K | US$41.8M | −21,000 | Jun 30, 2026 |
| Atlanta Braves Holdings, Inc. - Series A | 754K | US$39.1M | no change | Jun 30, 2026 |
| Waterbridge Infrastructure Llc | 1.08M | US$37.1M | +97,959 | Jun 30, 2026 |