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Tensile Capital Management LP
hedge fundUpdated 27 days agoManaged by Tensile Capital Management Lp • Latest filing Q2 2026
Portfolio value
$724.3M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-1.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $736.5M |
| Q2 2023 | $773M |
| Q3 2023 | $795.2M |
| Q4 2023 | $855.2M |
| Q1 2024 | $913.7M |
| Q2 2024 | $906.9M |
| Q3 2024 | $924.9M |
| Q4 2024 | $962.5M |
| Q1 2025 | $783.8M |
| Q2 2025 | $828.5M |
| Q3 2025 | $800.4M |
| Q4 2025 | $772M |
| Q1 2026 | $698.5M |
| Q2 2026 | $724.3M |
Top holdings
22 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DKS DICKS SPORTING GOODS INC | $81.2M | 357.8K | 11.21% | — |
| 2 | T TYL TYLER TECHNOLOGIES INC | $71.7M | 245.0K | 9.89% | — |
| 3 | L LAD LITHIA MTRS INC | $64.8M | 223.0K | 8.94% | — |
| 4 | V VVV VALVOLINE INC | $61.4M | 1.55M | 8.48% | — |
| 5 | C CONE COMPASS INC | $49.5M | 4.01M | 6.83% | — |
| 6 | U USFD US FOODS HLDG CORP | $45.6M | 446.0K | 6.30% | — |
| 7 | C CTRI CENTURI HOLDINGS INC | $44.4M | 1.47M | 6.13% | — |
| 8 | Q QTWO Q2 HLDGS INC | $41.8M | 868.8K | 5.77% | — |
| 9 | B BATRB ATLANTA BRAVES HLDGS INC | $39.1M | 753.9K | 5.40% | — |
| 10 | W WBI WATERBRIDGE INFRASTRUCTURE L | $37.1M | 1.08M | 5.12% | — |
| 11 | C CCK CROWN HLDGS INC | $33.6M | 300.2K | 4.63% | — |
| 12 | V VRTX VERTEX INC | $33.3M | 2.90M | 4.59% | — |
| 13 | E EQIX EQUINIX INC | $25.4M | 24.4K | 3.51% | — |
| 14 | B BL BLACKLINE INC | $19.5M | 694.8K | 2.69% | — |
| 15 | U UHAL-B U HAUL HOLDING COMPANY | $18.3M | 316.6K | 2.52% | — |
| 16 | S SKY CHAMPION HOMES INC | $17.9M | 203.6K | 2.48% | — |
| 17 | N NCNO NCINO INC | $17.3M | 1.06M | 2.39% | — |
| 18 | A APPF APPFOLIO INC | $11.7M | 73.0K | 1.62% | — |
| 19 | H HLX HELIX ENERGY SOLUTIONS GRP I | $4.3M | 490.3K | 0.59% | — |
| 20 | V VISN VISTANCE NETWORKS INC | $4M | 315.5K | 0.56% | — |