TENSILE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALIT | 3.76M | $7.33M |
 | VERX | 3.42M | $68.30M |
 | CWAN | 2.36M | $57.04M |
 | VVV | 2.10M | $60.99M |
 | CTRI | 1.87M | $47.12M |
 | NCNO | 1.09M | $27.82M |
 | HLX | 850K | $5.33M |
 | BL | 791K | $43.73M |
 | USFD | 764K | $57.55M |
 | BATRK | 754K | $29.74M |
 | QTWO | 680K | $49.05M |
 | CCK | 612K | $63.03M |
 | OS | 541K | $9.95M |
 | NE | 529K | $14.95M |
 | WBI | 529K | $10.58M |
 | DKS | 358K | $70.84M |
 | VAL | 339K | $17.11M |
 | SKY | 249K | $21.00M |
 | LAD | 225K | $74.70M |
 | ARCB | 81K | $6.03M |
Alight, Inc.
ALIT
Shares Held
3.76M
Value
$7.33M
Vertex, Inc.
VERX
Shares Held
3.42M
Value
$68.30M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
2.36M
Value
$57.04M
Valvoline Inc.
VVV
Shares Held
2.10M
Value
$60.99M
Centuri Holdings, Inc.
CTRI
Shares Held
1.87M
Value
$47.12M
nCino, Inc.
NCNO
Shares Held
1.09M
Value
$27.82M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
850K
Value
$5.33M
BlackLine, Inc.
BL
Shares Held
791K
Value
$43.73M
US Foods Holding Corp.
USFD
Shares Held
764K
Value
$57.55M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
754K
Value
$29.74M
Q2 Holdings, Inc.
QTWO
Shares Held
680K
Value
$49.05M
Crown Holdings, Inc.
CCK
Shares Held
612K
Value
$63.03M
OneStream, Inc. Class A Common Stock
OS
Shares Held
541K
Value
$9.95M
Noble Corporation Plc
NE
Shares Held
529K
Value
$14.95M
WaterBridge Infrastructure LLC
WBI
Shares Held
529K
Value
$10.58M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
358K
Value
$70.84M
Valaris Limited
VAL
Shares Held
339K
Value
$17.11M
Champion Homes, Inc.
SKY
Shares Held
249K
Value
$21.00M
Lithia Motors, Inc.
LAD
Shares Held
225K
Value
$74.70M
ArcBest Corporation
ARCB
Shares Held
81K
Value
$6.03M