13F Insight
DOSSIER · 13F-HR · Q2 2026

Tensile Capital Management LP

$724M in tracked AUM across 22 positions as of Q2 2026.

TC
CIK 0001598843 · last filed Jun 30, 2026
Total AUM
$724M
as of Q2 2026
Holdings
22
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tensile Capital Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DKS
DICKS SPORTING GOODS INC
$81M358K11.2%02
TYL
TYLER TECHNOLOGIES INC
$72M245K9.9%03
LAD
LITHIA MTRS INC
$65M223K8.9%04
VVV
VALVOLINE INC
$61M1.6M8.5%05
COMP
COMPASS INC
$49M4.0M6.8%06
USFD
US FOODS HLDG CORP
$46M446K6.3%07
CTRI
CENTURI HOLDINGS INC
$44M1.5M6.1%08
QTWO
Q2 HLDGS INC
$42M869K5.8%09
BATRK
ATLANTA BRAVES HLDGS INC
$39M754K5.4%10
WBI
WATERBRIDGE INFRASTRUCTURE L
$37M1.1M5.1%

Filing history

2026Q2Jun 30
$724M▲ 3.7%
22 positionsView →2026Q1Mar 31
$698M▼ 9.5%
25 positionsView →2025Q4Dec 31
$772M▲ 88.4%
24 positionsView →2025Q3Sep 30
$410M▼ 50.5%
12 positionsView →2025Q2Jun 30
$828M▲ 68.0%
21 positionsLocked2025Q1Mar 31
$493M▼ 48.8%
12 positionsLocked2024Q4Dec 31
$963M▲ 4.1%
17 positionsLocked2024Q3Sep 30
$925M▲ 2.0%
17 positionsLocked2024Q2Jun 30
$907M▼ 0.7%
20 positionsLocked2024Q1Mar 31
$914M▲ 6.8%
19 positionsLocked2023Q4Dec 31
$855M▲ 7.5%
18 positionsLocked2023Q3Sep 30
$795M▲ 2.9%
17 positionsLocked
Showing 12 of 48