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Tensile Capital Management LP

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13F filer, CIK 1598843, LARKSPUR, CA

Tensile Capital Management LP reported $783,845,000 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 82.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-007850

Period
2025-03-31
Reported value
$784M
Holdings
18
Top 10 weight
82.25%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VALnew+660,000$25.9M
HOSnew+773,162$6.42M
BLadded+130,488$6.32M
NCNOadded+200,000$5.49M
VVVadded+125,000$4.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMARTSHEET INC. (CLASS A)exited-659,816-$37M
ASOreduced-245,000-$11.2M
DKSreduced-48,000-$9.67M
VERXreduced-109,076-$3.82M
BATRKreduced-95,000-$3.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-007850, largest first. % of portfolio is the value over $783,845,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053,550 shares; 2024Q4: 3,769,550 shares; 2025Q1: 3,660,474 shares 3,660,474$128M16.35%-109,076Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,844 shares; 2024Q4: 426,844 shares; 2025Q1: 378,844 shares 378,844$76.4M9.74%-48,000Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,527 shares; 2024Q4: 235,527 shares; 2025Q1: 235,527 shares 235,527$69.1M8.82%0Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,767 shares; 2024Q4: 867,767 shares; 2025Q1: 861,767 shares 861,767$69M8.8%-6,000Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875,179 shares; 2024Q4: 1,840,179 shares; 2025Q1: 1,965,179 shares 1,965,179$68.4M8.73%+125,000Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,074 shares; 2024Q4: 615,074 shares; 2025Q1: 605,430 shares 605,430$54M6.89%-9,644Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,314 shares; 2024Q4: 846,314 shares; 2025Q1: 824,042 shares 824,042$53.9M6.88%-22,272Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268,734 shares; 2024Q4: 1,428,734 shares; 2025Q1: 1,628,734 shares 1,628,734$44.7M5.71%+200,000Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,997 shares; 2024Q4: 740,997 shares; 2025Q1: 871,485 shares 871,485$42.2M5.38%+130,488Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028,666 shares; 2024Q4: 6,573,322 shares; 2025Q1: 6,542,676 shares 6,542,676$38.8M4.95%-30,646Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,907 shares; 2024Q4: 978,907 shares; 2025Q1: 883,907 shares 883,907$35.4M4.51%-95,000Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660,000 shares 660,000$25.9M3.31%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,892 shares; 2024Q4: 25,892 shares; 2025Q1: 25,892 shares 25,892$21.1M2.69%0Timeline
PROPROS Holdings IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,301 shares; 2024Q4: 1,005,613 shares; 2025Q1: 1,012,362 shares 1,012,362$19.3M2.46%+6,749Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,605 shares; 2024Q4: 238,321 shares; 2025Q1: 215,269 shares 215,269$16.3M2.08%-23,052Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,039 shares; 2024Q4: 527,039 shares; 2025Q1: 282,039 shares 282,039$12.9M1.64%-245,000Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773,162 shares 773,162$6.42M0.82%newTimeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,354 shares; 2024Q4: 34,354 shares; 2025Q1: 34,354 shares 34,354$1.83M0.23%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)659,816$37Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-007850 base2025-05-15acceptance time not in the bulk data set