13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007850
Total Value
$783,845
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 3,660,474 | $128,153 | 16.35% |
| 2 | DICKS SPORTING GOODS | 253393102 | 378,844 | $76,360 | 9.74% |
| 3 | LITHIA MTRS INC | 536797103 | 235,527 | $69,137 | 8.82% |
| 4 | Q2 HOLDINGS INC | QTWO | 861,767 | $68,950 | 8.80% |
| 5 | VALVOLINE INC | VVV | 1,965,179 | $68,408 | 8.73% |
| 6 | CROWN HOLDINGS INC COM STK | CCK | 605,430 | $54,041 | 6.89% |
| 7 | US FOODS HLDG CORP | USFD | 824,042 | $53,942 | 6.88% |
| 8 | NCINO INC | NCNO | 1,628,734 | $44,741 | 5.71% |
| 9 | BLACKLINE INC | BL | 871,485 | $42,197 | 5.38% |
| 10 | ALIGHT INC. | ALIT | 6,542,676 | $38,798 | 4.95% |
| 11 | ATLANTA BRAVES HOLDINGS INC | BATRB | 883,907 | $35,365 | 4.51% |
| 12 | VALARIS LTD | VAL-WT | 660,000 | $25,912 | 3.31% |
| 13 | EQUINIX INC | EQIX | 25,892 | $21,111 | 2.69% |
| 14 | PRO HOLDINGS INC | 74346Y103 | 1,012,362 | $19,265 | 2.46% |
| 15 | WORKIVA INC | WK | 215,269 | $16,341 | 2.08% |
| 16 | ACADEMY SPORTS & OUTDOORS | ASO | 282,039 | $12,864 | 1.64% |
| 17 | HELIX ENERGY SOLUTIONS GRP I | 42330P107 | 773,162 | $6,425 | 0.82% |
| 18 | RUSH ENTERPRISES INC | RUSHB | 34,354 | $1,835 | 0.23% |