13F Insight
DOSSIER · 13F-HR · Q1 2026

Tensile Capital Management LP

$698M in tracked AUM across 25 positions as of Q1 2026.

TC
CIK 0001598843 · last filed Mar 31, 2026
Total AUM
$698M
as of Q1 2026
Holdings
25
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Tensile Capital Management LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DKS
DICK'S SPORTING GOODS INC
$71M358K10.2%02
VVV
VALVOLINE INC
$71M2.1M10.1%03
LAD
LITHIA MOTORS INC
$56M223K8.0%04
USFD
US FOODS HOLDING CORP
$50M541K7.1%05
CTRI
CENTURI HOLDINGS INC
$46M1.6M6.7%06
CCK
CROWN HOLDINGS INC
$44M435K6.2%07
QTWO
Q2 HOLDINGS INC
$42M890K6.0%08
VERX
VERTEX INC
$40M3.4M5.8%09
BATRK
ATLANTA BRAVES HOLDINGS INC
$32M754K4.6%10
BL
BLACKLINE INC
$28M751K4.0%

Filing history

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 positionsLocked2023Q2Jun 30
$773M▲ 5.0%
18 positionsLocked
Showing 12 of 47