13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012260
Total Value
$828,480
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTEX INC | VERX | 3,643,850 | $128,755 | 15.54% |
| 2 | VALVOLINE INC | VVV | 2,040,179 | $77,262 | 9.33% |
| 3 | DICKS SPORTING GOODS | 253393102 | 382,844 | $75,730 | 9.14% |
| 4 | LITHIA MTRS INC | 536797103 | 223,527 | $75,512 | 9.11% |
| 5 | Q2 HOLDINGS INC | QTWO | 779,767 | $72,978 | 8.81% |
| 6 | US FOODS HLDG CORP | USFD | 799,042 | $61,534 | 7.43% |
| 7 | CROWN HOLDINGS INC COM STK | CCK | 545,430 | $56,168 | 6.78% |
| 8 | BLACKLINE INC | BL | 811,485 | $45,946 | 5.55% |
| 9 | NCINO INC | NCNO | 1,350,704 | $37,779 | 4.56% |
| 10 | ATLANTA BRAVES HOLDINGS INC | BATRB | 753,907 | $35,260 | 4.26% |
| 11 | ALIGHT INC. | ALIT | 6,210,676 | $35,152 | 4.24% |
| 12 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,357,990 | $29,781 | 3.59% |
| 13 | EQUINIX INC | EQIX | 27,892 | $22,187 | 2.68% |
| 14 | VALARIS LTD | VAL-WT | 445,000 | $18,739 | 2.26% |
| 15 | WORKIVA INC | WK | 189,742 | $12,988 | 1.57% |
| 16 | ACADEMY SPORTS & OUTDOORS | ASO | 284,875 | $12,765 | 1.54% |
| 17 | PRO HOLDINGS INC | 74346Y103 | 800,136 | $12,530 | 1.51% |
| 18 | HELIX ENERGY SOLUTIONS GRP I | 42330P107 | 1,090,959 | $6,808 | 0.82% |
| 19 | NEOGEN CORP | NEOG | 1,015,295 | $4,853 | 0.59% |
| 20 | NOBLE CORP PLC | NE-WT | 150,000 | $3,983 | 0.48% |
| 21 | RUSH ENTERPRISES INC | RUSHB | 34,354 | $1,770 | 0.21% |