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Tensile Capital Management LP

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13F filer, CIK 1598843, LARKSPUR, CA

Tensile Capital Management LP reported $828,480,000 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 80.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012260

Period
2025-06-30
Reported value
$828M
Holdings
21
Top 10 weight
80.5%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CWANnew+1,357,990$29.8M
NEOGnew+1,015,295$4.85M
NEnew+150,000$3.98M
VVVadded+75,000$2.84M
HOSadded+317,797$1.98M

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
VALreduced-215,000-$9.05M
NCNOreduced-278,030-$7.78M
QTWOreduced-82,000-$7.67M
CCKreduced-60,000-$6.18M
BATRKreduced-130,000-$6.08M

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, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-012260, largest first. % of portfolio is the value over $828,480,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053,550 shares; 2024Q4: 3,769,550 shares; 2025Q1: 3,660,474 shares; 2025Q2: 3,643,850 shares 3,643,850$129M15.54%-16,624Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875,179 shares; 2024Q4: 1,840,179 shares; 2025Q1: 1,965,179 shares; 2025Q2: 2,040,179 shares 2,040,179$77.3M9.33%+75,000Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,844 shares; 2024Q4: 426,844 shares; 2025Q1: 378,844 shares; 2025Q2: 382,844 shares 382,844$75.7M9.14%+4,000Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,527 shares; 2024Q4: 235,527 shares; 2025Q1: 235,527 shares; 2025Q2: 223,527 shares 223,527$75.5M9.11%-12,000Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,767 shares; 2024Q4: 867,767 shares; 2025Q1: 861,767 shares; 2025Q2: 779,767 shares 779,767$73M8.81%-82,000Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,314 shares; 2024Q4: 846,314 shares; 2025Q1: 824,042 shares; 2025Q2: 799,042 shares 799,042$61.5M7.43%-25,000Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,074 shares; 2024Q4: 615,074 shares; 2025Q1: 605,430 shares; 2025Q2: 545,430 shares 545,430$56.2M6.78%-60,000Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,997 shares; 2024Q4: 740,997 shares; 2025Q1: 871,485 shares; 2025Q2: 811,485 shares 811,485$45.9M5.55%-60,000Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268,734 shares; 2024Q4: 1,428,734 shares; 2025Q1: 1,628,734 shares; 2025Q2: 1,350,704 shares 1,350,704$37.8M4.56%-278,030Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,907 shares; 2024Q4: 978,907 shares; 2025Q1: 883,907 shares; 2025Q2: 753,907 shares 753,907$35.3M4.26%-130,000Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,028,666 shares; 2024Q4: 6,573,322 shares; 2025Q1: 6,542,676 shares; 2025Q2: 6,210,676 shares 6,210,676$35.2M4.24%-332,000Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357,990 shares 1,357,990$29.8M3.59%newTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,892 shares; 2024Q4: 25,892 shares; 2025Q1: 25,892 shares; 2025Q2: 27,892 shares 27,892$22.2M2.68%+2,000Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660,000 shares; 2025Q2: 445,000 shares 445,000$18.7M2.26%-215,000Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,605 shares; 2024Q4: 238,321 shares; 2025Q1: 215,269 shares; 2025Q2: 189,742 shares 189,742$13M1.57%-25,527Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,039 shares; 2024Q4: 527,039 shares; 2025Q1: 282,039 shares; 2025Q2: 284,875 shares 284,875$12.8M1.54%+2,836Timeline
PROPROS Holdings IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,301 shares; 2024Q4: 1,005,613 shares; 2025Q1: 1,012,362 shares; 2025Q2: 800,136 shares 800,136$12.5M1.51%-212,226Timeline
HOSHORNBECK OFFSHORE SERVICES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773,162 shares; 2025Q2: 1,090,959 shares 1,090,959$6.81M0.82%+317,797Timeline
NEOGNEOGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015,295 shares 1,015,295$4.85M0.59%newTimeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares 150,000$3.98M0.48%newTimeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,354 shares; 2024Q4: 34,354 shares; 2025Q1: 34,354 shares; 2025Q2: 34,354 shares 34,354$1.77M0.21%0Timeline

How Q2 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 0001214659-25-012260 base2025-08-14acceptance time not in the bulk data set