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Tensile Capital Management LP

Q4 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    24

  • Value ($000)

    $772

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001598843
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LAD

LITHIA MTRS INC

COM
536797103
$74.7K
10 %

224,790

D
DKS

DICKS SPORTING GOODS

COM
253393102
$70.84K
9 %

357,844

V
VERX

VERTEX INC

CL A
92538J106
$68.3K
9 %

3,419,994

C
CCK

CROWN HOLDINGS INC COM STK

COM
228368106
$63.04K
8 %

612,165

V
VVV

VALVOLINE INC

COM
92047W101
$60.99K
8 %

2,098,843

U
USFD

US FOODS HLDG CORP

COM
912008109
$57.55K
8 %

764,042

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$57.04K
7 %

2,364,674

Q
QTWO

Q2 HOLDINGS INC

COM
74736L109
$49.05K
6 %

679,767

C
CTRI

CENTURI HOLDINGS INC

COM SHS
155923105
$47.12K
6 %

1,866,243

B
BL

BLACKLINE INC

COM
09239B109
$43.73K
6 %

790,945

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