13F-HR filed by Tensile Capital Management LP
Tensile Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 25 holding rows worth $698,493,583.
- Accession
- 0002080880-26-000012
- Filer
- CIK 1598843
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 25 entries on the cover page, a total value of $698,493,583 stated on the cover page (in dollars after the unit check, H1), rows summing to $698,493,583 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 357,844 | $70,956,887 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 2,098,843 | $70,689,032 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 222,963 | $55,678,320 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 541,042 | $49,889,483 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 1,591,243 | $46,480,208 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 435,165 | $43,625,291 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 889,767 | $42,085,979 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 3,398,563 | $40,408,914 | dollars as filed | |
| ATLANTA BRAVES HLDGS INC | 047726302 | COM SER C | 753,879 | $32,190,633 | dollars as filed | |
| BLACKLINE, INC. | 09239B109 | COM | 750,786 | $27,779,082 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 984,574 | $26,376,737 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 26,392 | $25,870,494 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 879,674 | $20,804,290 | dollars as filed | |
| NOBLE CORP PLC ORD SHS A | G65431127 | Stock | 399,375 | $19,597,331 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 51,375 | $17,589,773 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 381,395 | $17,036,915 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 33,000 | $15,981,570 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 211,143 | $15,702,705 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 1,005,142 | $15,057,027 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 1,997,399 | $14,600,987 | dollars as filed | |
| HELIX ENERGY SOLUTIONS GRP INC COM | 42330P107 | Stock | 849,946 | $8,405,966 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 53,000 | $8,364,460 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 525,202 | $7,237,284 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 236,512 | $3,892,988 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 3,760,472 | $2,191,227 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002080880-26-000012 | this filing | 2026-05-15 | acceptance time not in the bulk data set |