13F-HR filed by Tensile Capital Management LP
Tensile Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 24 holding rows worth $772,044,000.
- Accession
- 0001214659-26-002004
- Filer
- CIK 1598843
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $772,044,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $772,044,000 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 |
|---|---|---|---|---|---|---|
| LITHIA MTRS INC COM | 536797103 | Stock | 224,790 | $74,704,000 | thousands, detected and multiplied | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 357,844 | $70,842,000 | thousands, detected and multiplied | |
| VERTEX INC | 92538J106 | CL A | 3,419,994 | $68,297,000 | thousands, detected and multiplied | |
| CROWN HLDGS INC COM | 228368106 | Stock | 612,165 | $63,035,000 | thousands, detected and multiplied | |
| VALVOLINE INC COM | 92047W101 | Stock | 2,098,843 | $60,992,000 | thousands, detected and multiplied | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 764,042 | $57,548,000 | thousands, detected and multiplied | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 2,364,674 | $57,036,000 | thousands, detected and multiplied | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 679,767 | $49,052,000 | thousands, detected and multiplied | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 1,866,243 | $47,123,000 | thousands, detected and multiplied | |
| BLACKLINE, INC. | 09239B109 | COM | 790,945 | $43,731,000 | thousands, detected and multiplied | |
| ATLANTA BRAVES HLDGS INC | 047726302 | COM SER C | 753,879 | $29,741,000 | thousands, detected and multiplied | |
| NCINO INC | 63947X101 | COM | 1,085,142 | $27,823,000 | thousands, detected and multiplied | |
| EQUINIX INC COM | 29444U700 | REIT | 27,892 | $21,370,000 | thousands, detected and multiplied | |
| CHAMPION HOMES INC | 830830105 | COM | 248,562 | $21,003,000 | thousands, detected and multiplied | |
| VALARIS LTD | G9460G101 | CL A | 339,419 | $17,107,000 | thousands, detected and multiplied | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 529,375 | $14,950,000 | thousands, detected and multiplied | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 528,806 | $10,581,000 | thousands, detected and multiplied | |
| ONESTREAM INC | 68278B107 | CL A | 541,070 | $9,945,000 | thousands, detected and multiplied | |
| ALIGHT INC | 01626W101 | COM CL A | 3,760,472 | $7,333,000 | thousands, detected and multiplied | |
| ARCBEST CORP COM | 03937C105 | Stock | 81,230 | $6,026,000 | thousands, detected and multiplied | |
| HELIX ENERGY SOLUTIONS GRP INC COM | 42330P107 | Stock | 849,946 | $5,329,000 | thousands, detected and multiplied | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 75,039 | $3,749,000 | thousands, detected and multiplied | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 63,395 | $2,963,000 | thousands, detected and multiplied | |
| U HAUL HOLDING COMPANY | 023586100 | COM | 35,000 | $1,764,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-002004 | this filing | 2026-02-17 | acceptance time not in the bulk data set |