Tensile Capital Management LP

Est. AUM

$698.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DICK'S SPORTING GOODS INC	COM	$71.0M	357844	10.16%	SOLE
2	VALVOLINE INC	COM	$70.7M	2098843	10.12%	SOLE
3	LITHIA MOTORS INC	COM	$55.7M	222963	7.97%	SOLE
4	US FOODS HOLDING CORP	COM	$49.9M	541042	7.14%	SOLE
5	CENTURI HOLDINGS INC	COM SHS	$46.5M	1591243	6.65%	SOLE
6	CROWN HOLDINGS INC	COM	$43.6M	435165	6.25%	SOLE
7	Q2 HOLDINGS INC	COM	$42.1M	889767	6.03%	SOLE
8	VERTEX INC	CL A	$40.4M	3398563	5.79%	SOLE
9	ATLANTA BRAVES HOLDINGS INC	COM SER C	$32.2M	753879	4.61%	SOLE
10	BLACKLINE INC	COM	$27.8M	750786	3.98%	SOLE
11	WATERBRIDGE INFRASTRUCTURE LLC	CL A SHS REPSTG	$26.4M	984574	3.78%	SOLE
12	EQUINIX INC	COM	$25.9M	26392	3.70%	SOLE
13	CLEARWATER ANALYTICS HOLDINGS INC	CL A	$20.8M	879674	2.98%	SOLE
14	NOBLE CORP PLC	ORD SHS A	$19.6M	399375	2.81%	SOLE
15	TYLER TECHNOLOGIES INC	COM	$17.6M	51375	2.52%	SOLE
16	U-HAUL HOLDING CO	COM SER N	$17.0M	381395	2.44%	SOLE
17	CAVCO INDUSTRIES INC	COM	$16.0M	33000	2.29%	SOLE
18	CHAMPION HOMES INC	COM	$15.7M	211143	2.25%	SOLE
19	NCINO INC	COM	$15.1M	1005142	2.16%	SOLE
20	COMPASS INC	CL A	$14.6M	1997399	2.09%	SOLE
21	HELIX ENERGY SOLUTIONS GROUP INC	COM	$8.4M	849946	1.20%	SOLE
22	APPFOLIO INC	COM CL A	$8.4M	53000	1.20%	SOLE
23	CELLEBRITE DI LTD	ORDINARY SHARES	$7.2M	525202	1.04%	SOLE
24	FOX FACTORY HOLDING CORP	COM	$3.9M	236512	0.56%	SOLE
25	ALIGHT INC	COM CL A	$2.2M	3760472	0.31%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.