Tensile Capital Management LP

Q1 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    18

  • Value ($000)

    $784

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VERX
VERX

VERTEX INC

CL A
92538J106
$128.15 K
16 %

3,660,474

DKS
DKS

DICKS SPORTING GOODS

COM
253393102
$76.36 K
10 %

378,844

LAD
LAD

LITHIA MTRS INC

COM
536797103
$69.14 K
9 %

235,527

QTWO
QTWO

Q2 HOLDINGS INC

COM
74736L109
$68.95 K
9 %

861,767

VVV
VVV

VALVOLINE INC

COM
92047W101
$68.41 K
9 %

1,965,179

CCK
CCK

CROWN HOLDINGS INC COM STK

COM
228368106
$54.04 K
7 %

605,430

USFD
USFD

US FOODS HLDG CORP

COM
912008109
$53.94 K
7 %

824,042

NCNO
NCNO

NCINO INC

COM
63947X101
$44.74 K
6 %

1,628,734

BL
BL

BLACKLINE INC

COM
09239B109
$42.20 K
5 %

871,485

ALIT
ALIT

ALIGHT INC.

COM CL A
01626W101
$38.80 K
5 %

6,542,676

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