TENSILE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALIT | 6.95M | $22.65M |
 | VERX | 3.80M | $94.31M |
 | CWAN | 2.52M | $45.49M |
 | VVV | 2.08M | $74.65M |
 | HLX | 1.29M | $8.47M |
 | PRO | 974K | $22.32M |
 | NCNO | 902K | $24.44M |
 | BL | 813K | $43.15M |
 | CTRI | 812K | $17.19M |
 | QTWO | 780K | $56.45M |
 | USFD | 764K | $58.54M |
 | BATRK | 754K | $31.36M |
 | CCK | 533K | $51.50M |
 | NE | 453K | $12.80M |
 | VAL | 389K | $18.99M |
 | DKS | 358K | $79.52M |
 | SKY | 308K | $23.53M |
 | WBI | 300K | $7.57M |
 | LAD | 236K | $74.43M |
 | ASO | 195K | $9.75M |
Alight, Inc.
ALIT
Shares Held
6.95M
Value
$22.65M
Vertex, Inc.
VERX
Shares Held
3.80M
Value
$94.31M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
2.52M
Value
$45.49M
Valvoline Inc.
VVV
Shares Held
2.08M
Value
$74.65M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
1.29M
Value
$8.47M
PROS Holdings, Inc.
PRO
Shares Held
974K
Value
$22.32M
nCino, Inc.
NCNO
Shares Held
902K
Value
$24.44M
BlackLine, Inc.
BL
Shares Held
813K
Value
$43.15M
Centuri Holdings, Inc.
CTRI
Shares Held
812K
Value
$17.19M
Q2 Holdings, Inc.
QTWO
Shares Held
780K
Value
$56.45M
US Foods Holding Corp.
USFD
Shares Held
764K
Value
$58.54M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
754K
Value
$31.36M
Crown Holdings, Inc.
CCK
Shares Held
533K
Value
$51.50M
Noble Corporation Plc
NE
Shares Held
453K
Value
$12.80M
Valaris Limited
VAL
Shares Held
389K
Value
$18.99M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
358K
Value
$79.52M
Champion Homes, Inc.
SKY
Shares Held
308K
Value
$23.53M
WaterBridge Infrastructure LLC
WBI
Shares Held
300K
Value
$7.57M
Lithia Motors, Inc.
LAD
Shares Held
236K
Value
$74.43M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
195K
Value
$9.75M