13F-HR filed by Tensile Capital Management LP
Tensile Capital Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 21 holding rows worth $828,480,000.
- Accession
- 0001214659-25-012260
- Filer
- CIK 1598843
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 21 entries on the cover page, a total value of $828,480,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $828,480,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-16036. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VERTEX INC | 92538J106 | CL A | 3,643,850 | $128,755,000 | thousands, detected and multiplied | |
| VALVOLINE INC COM | 92047W101 | Stock | 2,040,179 | $77,262,000 | thousands, detected and multiplied | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 382,844 | $75,730,000 | thousands, detected and multiplied | |
| LITHIA MTRS INC COM | 536797103 | Stock | 223,527 | $75,512,000 | thousands, detected and multiplied | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 779,767 | $72,978,000 | thousands, detected and multiplied | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 799,042 | $61,534,000 | thousands, detected and multiplied | |
| CROWN HLDGS INC COM | 228368106 | Stock | 545,430 | $56,168,000 | thousands, detected and multiplied | |
| BLACKLINE, INC. | 09239B109 | COM | 811,485 | $45,946,000 | thousands, detected and multiplied | |
| NCINO INC | 63947X101 | COM | 1,350,704 | $37,779,000 | thousands, detected and multiplied | |
| ATLANTA BRAVES HLDGS INC | 047726302 | COM SER C | 753,907 | $35,260,000 | thousands, detected and multiplied | |
| ALIGHT INC | 01626W101 | COM CL A | 6,210,676 | $35,152,000 | thousands, detected and multiplied | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 1,357,990 | $29,781,000 | thousands, detected and multiplied | |
| EQUINIX INC COM | 29444U700 | REIT | 27,892 | $22,187,000 | thousands, detected and multiplied | |
| VALARIS LTD | G9460G101 | CL A | 445,000 | $18,739,000 | thousands, detected and multiplied | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 189,742 | $12,988,000 | thousands, detected and multiplied | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 284,875 | $12,765,000 | thousands, detected and multiplied | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 800,136 | $12,530,000 | thousands, detected and multiplied | |
| HELIX ENERGY SOLUTIONS GRP INC COM | 42330P107 | Stock | 1,090,959 | $6,808,000 | thousands, detected and multiplied | |
| NEOGEN CORP | 640491106 | COM | 1,015,295 | $4,853,000 | thousands, detected and multiplied | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 150,000 | $3,983,000 | thousands, detected and multiplied | |
| RUSH ENTERPRISES INC CL A | 781846209 | Stock | 34,354 | $1,770,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-012260 | this filing | 2025-08-14 | acceptance time not in the bulk data set |