What does Tensile Capital Management LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DICK'S SPORTING GOODS INC

$71M358K10.2%

VALVOLINE INC

$71M2.1M10.1%

LITHIA MOTORS INC

$56M223K8.0%

US FOODS HOLDING CORP

$50M541K7.1%

CENTURI HOLDINGS INC

$46M1.6M6.7%

CROWN HOLDINGS INC

$44M435K6.2%

Q2 HOLDINGS INC

$42M890K6.0%

VERTEX INC

$40M3.4M5.8%

ATLANTA BRAVES HOLDINGS INC

$32M754K4.6%

BLACKLINE INC

$28M751K4.0%

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