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Disclosery

Tensile Capital Management LP: VVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tensile Capital Management LP on VVV, newest first. How the timeline and the estimate are built.

Tensile Capital Management LP held 1,553,843 VVV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,553,843 shares
    Change vs previous 13F -545,000 shares

    8.48% of the 13F portfolio, value $61,438,952.

    13F-HR 0002080880-26-000021 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,098,843 shares
    Change vs previous 13F 0 shares

    10.12% of the 13F portfolio, value $70,689,032.

    13F-HR 0002080880-26-000012 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,098,843 shares
    Change vs previous 13F +20,000 shares

    7.9% of the 13F portfolio, value $60,992,000.

    13F-HR 0001214659-26-002004 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,078,843 shares
    Change vs previous 13F +38,664 shares

    9.33% of the 13F portfolio, value $74,651,000.

    13F-HR 0001214659-25-016664 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,040,179 shares
    Change vs previous 13F +75,000 shares

    9.33% of the 13F portfolio, value $77,262,000.

    13F-HR 0001214659-25-012260 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,965,179 shares
    Change vs previous 13F +125,000 shares

    8.73% of the 13F portfolio, value $68,408,000.

    13F-HR 0001214659-25-007850 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,840,179 shares
    Change vs previous 13F -35,000 shares

    6.92% of the 13F portfolio, value $66,578,000.

    13F-HR 0001214659-25-002863 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,875,179 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $78,476,241.

    13F-HR 0001214659-24-019175 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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