Institutional
Tensile Capital Management LP
CIK 0001598843
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Tensile Capital Management LP · Q1 2026
AI · grounded in 13F
Tensile Capital Management LP closed 24 positions and added no new holdings. The largest exit was LAD, which reduced the portfolio by $74,704. The fund also fully liquidated positions in DKS and VERX, totaling $70,842 and $68,297 respectively.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | LAD | LITHIA MTRS INC | — | — | -224,790 | EXITED |
| 2 | DKS | DICKS SPORTING GOODS | — | — | -357,844 | EXITED |
| 3 | VERX | VERTEX INC | — | — | -3,419,994 | EXITED |
| 4 | CCK | CROWN HOLDINGS INC COM STK | — | — | -612,165 | EXITED |
| 5 | VVV | VALVOLINE INC | — | — | -2,098,843 | EXITED |
| 6 | USFD | US FOODS HLDG CORP | — | — | -764,042 | EXITED |
| 7 | CWAN | CLEARWATER ANALYTICS HLDGS I | — | — | -2,364,674 | EXITED |
| 8 | QTWO | Q2 HOLDINGS INC | — | — | -679,767 | EXITED |
| 9 | CTRI | CENTURI HOLDINGS INC | — | — | -1,866,243 | EXITED |
| 10 | BL | BLACKLINE INC | — | — | -790,945 | EXITED |
| 11 | BATRK | ATLANTA BRAVES HOLDINGS INC | — | — | -753,879 | EXITED |
| 12 | NCNO | NCINO INC | — | — | -1,085,142 | EXITED |
| 13 | EQIX | EQUINIX INC | — | — | -27,892 | EXITED |
| 14 | SKY | CHAMPION HOMES INC | — | — | -248,562 | EXITED |
| 15 | VAL | VALARIS LTD | — | — | -339,419 | EXITED |
| 16 | NE | NOBLE CORP PLC | — | — | -529,375 | EXITED |
| 17 | WBI | WATERBRIDGE INFRASTRUCTURE L | — | — | -528,806 | EXITED |
| 18 | K4F | ONESTREAM INC | — | — | -541,070 | EXITED |
| 19 | ALIT | ALIGHT INC. | — | — | -3,760,472 | EXITED |
| 20 | ARCB | ARCBEST CORP | — | — | -81,230 | EXITED |
| 21 | HLX | HELIX ENERGY SOLUTIONS GRP I | — | — | -849,946 | EXITED |
| 22 | ASO | ACADEMY SPORTS & OUTDOORS | — | — | -75,039 | EXITED |
| 23 | UHAL/B | U HAUL HOLDING COMPANY | — | — | -63,395 | EXITED |
| 24 | UHAL | U HAUL HOLDING COMPANY | — | — | -35,000 | EXITED |
Source: SEC EDGAR · accession 0002080880-26-000012. 13F discloses long positions only — shorts, foreign equities, and options are excluded.