13F HOLDINGS REPORT
Tensile Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-002004
Total Value
$772,044
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LITHIA MTRS INC | 536797103 | 224,790 | $74,704 | 9.68% |
| 2 | DICKS SPORTING GOODS | 253393102 | 357,844 | $70,842 | 9.18% |
| 3 | VERTEX INC | VERX | 3,419,994 | $68,297 | 8.85% |
| 4 | CROWN HOLDINGS INC COM STK | CCK | 612,165 | $63,035 | 8.16% |
| 5 | VALVOLINE INC | VVV | 2,098,843 | $60,992 | 7.90% |
| 6 | US FOODS HLDG CORP | USFD | 764,042 | $57,548 | 7.45% |
| 7 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,364,674 | $57,036 | 7.39% |
| 8 | Q2 HOLDINGS INC | QTWO | 679,767 | $49,052 | 6.35% |
| 9 | CENTURI HOLDINGS INC | CTRI | 1,866,243 | $47,123 | 6.10% |
| 10 | BLACKLINE INC | BL | 790,945 | $43,731 | 5.66% |
| 11 | ATLANTA BRAVES HOLDINGS INC | BATRB | 753,879 | $29,741 | 3.85% |
| 12 | NCINO INC | NCNO | 1,085,142 | $27,823 | 3.60% |
| 13 | EQUINIX INC | EQIX | 27,892 | $21,370 | 2.77% |
| 14 | CHAMPION HOMES INC | SKY | 248,562 | $21,003 | 2.72% |
| 15 | VALARIS LTD | VAL-WT | 339,419 | $17,107 | 2.22% |
| 16 | NOBLE CORP PLC | NE-WT | 529,375 | $14,950 | 1.94% |
| 17 | WATERBRIDGE INFRASTRUCTURE L | WBI | 528,806 | $10,581 | 1.37% |
| 18 | ONESTREAM INC | OS | 541,070 | $9,945 | 1.29% |
| 19 | ALIGHT INC. | ALIT | 3,760,472 | $7,333 | 0.95% |
| 20 | ARCBEST CORP | ARCB | 81,230 | $6,026 | 0.78% |
| 21 | HELIX ENERGY SOLUTIONS GRP I | 42330P107 | 849,946 | $5,329 | 0.69% |
| 22 | ACADEMY SPORTS & OUTDOORS | ASO | 75,039 | $3,749 | 0.49% |
| 23 | U HAUL HOLDING COMPANY | UHAL-B | 63,395 | $2,963 | 0.38% |
| 24 | U HAUL HOLDING COMPANY | UHAL-B | 35,000 | $1,764 | 0.23% |