Institutional Fund
Tensile Capital Management LP
Larkspur, CACIK 15988435 filings on record
Portfolio Value
$698.49M
Q1 2026
Holdings
25
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+90373.3%
from $772.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dicks Sporting Goods Inc10.2%
- Valvoline Inc10.1%
- Lithia Mtrs Inc8.0%
- Us Foods Hldg Corp7.1%
- Centuri Holdings Inc6.7%
- Crown Hldgs Inc6.2%
- Other51.7%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dicks Sporting Goods Inc | 357.8K | $70.96M | 10.2% | 0 | Held |
| 2 | Valvoline Inc | 2.10M | $70.69M | 10.1% | 0 | Held |
| 3 | Lithia Mtrs Inc | 223.0K | $55.68M | 8.0% | −1.8K | Reduced |
| 4 | Us Foods Hldg Corp | 541.0K | $49.89M | 7.1% | −223.0K | Reduced |
| 5 | Centuri Holdings Inc | 1.59M | $46.48M | 6.7% | −275.0K | Reduced |
| 6 | Crown Hldgs Inc | 435.2K | $43.63M | 6.2% | −177.0K | Reduced |
| 7 | Q2 Hldgs Inc | 889.8K | $42.09M | 6.0% | +210.0K | Added |
| 8 | Vertex Inc | 3.40M | $40.41M | 5.8% | −21.4K | Reduced |
| 9 | Atlanta Braves Hldgs Inc | 753.9K | $32.19M | 4.6% | 0 | Held |
| 10 | Blackline Inc | 750.8K | $27.78M | 4.0% | −40.2K | Reduced |
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