Tensile Capital Management LP: VAL position timeline

Tensile Capital Management LP held 0 VAL shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -339,419 shares

   13F-HR 0002080880-26-000012 filed by Tensile Capital Management LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 339,419 shares

   Change vs previous 13F -50,000 shares

   2.22% of the 13F portfolio, value $17,107,000.

   13F-HR 0001214659-26-002004 filed by Tensile Capital Management LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 389,419 shares

   Change vs previous 13F -55,581 shares

   2.37% of the 13F portfolio, value $18,992,000.

   13F-HR 0001214659-25-016664 filed by Tensile Capital Management LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 445,000 shares

   Change vs previous 13F -215,000 shares

   2.26% of the 13F portfolio, value $18,739,000.

   13F-HR 0001214659-25-012260 filed by Tensile Capital Management LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 660,000 shares

   Change vs previous 13F not available

   3.31% of the 13F portfolio, value $25,912,000.

   13F-HR 0001214659-25-007850 filed by Tensile Capital Management LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).