TENSILE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALIT | 3.76M | $2.19M |
 | VERX | 3.40M | $40.41M |
 | VVV | 2.10M | $70.69M |
 | COMP | 2.00M | $14.60M |
 | CTRI | 1.59M | $46.48M |
 | NCNO | 1.01M | $15.06M |
 | WBI | 985K | $26.38M |
 | QTWO | 890K | $42.09M |
CLEARWATER ANALYTICS HOLDINGS INC | CWAN | 880K | $20.80M |
 | HLX | 850K | $8.41M |
 | BATRK | 754K | $32.19M |
 | BL | 751K | $27.78M |
 | USFD | 541K | $49.89M |
 | CLBT | 525K | $7.24M |
 | CCK | 435K | $43.63M |
 | NE | 399K | $19.60M |
 | UHAL-B | 381K | $17.04M |
 | DKS | 358K | $70.96M |
 | FOXF | 237K | $3.89M |
 | LAD | 223K | $55.68M |
Alight, Inc.
ALIT
Shares Held
3.76M
Value
$2.19M
Vertex, Inc.
VERX
Shares Held
3.40M
Value
$40.41M
Valvoline Inc.
VVV
Shares Held
2.10M
Value
$70.69M
Compass, Inc.
COMP
Shares Held
2.00M
Value
$14.60M
Centuri Holdings, Inc.
CTRI
Shares Held
1.59M
Value
$46.48M
nCino, Inc.
NCNO
Shares Held
1.01M
Value
$15.06M
WaterBridge Infrastructure LLC
WBI
Shares Held
985K
Value
$26.38M
Q2 Holdings, Inc.
QTWO
Shares Held
890K
Value
$42.09M
CLEARWATER ANALYTICS HOLDINGS INC
CWAN
Shares Held
880K
Value
$20.80M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
850K
Value
$8.41M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
754K
Value
$32.19M
BlackLine, Inc.
BL
Shares Held
751K
Value
$27.78M
US Foods Holding Corp.
USFD
Shares Held
541K
Value
$49.89M
Cellebrite DI Ltd.
CLBT
Shares Held
525K
Value
$7.24M
Crown Holdings, Inc.
CCK
Shares Held
435K
Value
$43.63M
Noble Corporation Plc
NE
Shares Held
399K
Value
$19.60M
U-Haul Holding Company
UHAL-B
Shares Held
381K
Value
$17.04M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
358K
Value
$70.96M
Fox Factory Holding Corp.
FOXF
Shares Held
237K
Value
$3.89M
Lithia Motors, Inc.
LAD
Shares Held
223K
Value
$55.68M