Stock Taper 
TENSILE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Compass, Inc. | COMP | 4.01M | $49.47M |
 Alight, Inc. | ALIT | 3.21M | $1.8M |
 Vertex, Inc. | VERX | 2.9M | $33.28M |
 Valvoline Inc. | VVV | 1.55M | $61.44M |
 Centuri Holdings, Inc. | CTRI | 1.47M | $44.36M |
 nCino, Inc. | NCNO | 1.06M | $17.28M |
 Q2 Holdings, Inc. | QTWO | 868.77K | $41.79M |
 Atlanta Braves Holdings, Inc. | BATRK | 753.88K | $39.13M |
 BlackLine, Inc. | BL | 694.85K | $19.5M |
| HE HELIX ENERGY SOLUTIONS GRP I | HLX | 490.28K | $4.29M |
 US Foods Holding Corp. | USFD | 446.04K | $45.61M |
 DICK'S Sporting Goods, Inc. | DKS | 357.84K | $81.16M |
 U-Haul Holding Company | UHAL-B | 316.61K | $18.27M |
 Crown Holdings, Inc. | CCK | 300.17K | $33.56M |
 Tyler Technologies, Inc. | TYL | 245.04K | $71.67M |
 Lithia Motors, Inc. | LAD | 222.96K | $64.77M |
 Champion Homes, Inc. | SKY | 203.58K | $17.94M |
 AppFolio Inc. | APPF | 73K | $11.71M |
 Fox Factory Holding Corp. | FOXF | 40.57K | $687.51K |
 Equinix, Inc. | EQIX | 24.39K | $25.43M |