The Analysis of Tensile Capital Management LP's Holdings
Currently, Tensile Capital Management LP holds 22 types of securities in its portfolio with a total value $800.4K. In the most recent quarter, they have increased their positions in SKY (+308.2K shares, valued at $23.5K), CWAN (+1.2M shares, valued at $21.0K), CTRI (+812.1K shares, valued at $17.2K); decreased their positions in NCNO (-449.2K shares, valued at $12.2K), DKS (-25.0K shares, valued at $5.6K), ASO (-90.0K shares, valued at $4.5K); initiated new positions in SKY (+308.2K shares, valued at $23.5K), CTRI (+812.1K shares, valued at $17.2K), WBI (+300.0K shares, valued at $7.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VERX VERTEX INC3.8M shares4.41%2025-09-302025-11-14
DKS DICKS SPORTING GOODS357.8K shares-6.53%2025-09-302025-11-14 VVV VALVOLINE INC2.1M shares1.90%2025-09-302025-11-14 LAD LITHIA MTRS INC235.5K shares5.37%2025-09-302025-11-14 USFD US FOODS HLDG CORP764.0K shares-4.38%2025-09-302025-11-14 QTWO Q2 HOLDINGS INC779.8K shares0.00%2025-09-302025-11-14 CCK CROWN HOLDINGS INC COM STK533.2K shares-2.25%2025-09-302025-11-14 CWAN CLEARWATER ANALYTICS HLDGS I2.5M shares85.91%2025-09-302025-11-14 BL BLACKLINE INC812.7K shares0.15%2025-09-302025-11-14 BATRK ATLANTA BRAVES HOLDINGS INC753.9K shares0.00%2025-09-302025-11-14 NCNO NCINO INC901.5K shares-33.25%2025-09-302025-11-14 SKY CHAMPION HOMES INC308.2K sharesnew addition2025-09-302025-11-14 ALIT ALIGHT INC.6.9M shares11.89%2025-09-302025-11-14 PRO PRO HOLDINGS INC974.1K shares21.75%2025-09-302025-11-14 EQIX EQUINIX INC27.9K shares0.00%2025-09-302025-11-14 VAL VALARIS LTD389.4K shares-12.49%2025-09-302025-11-14 CTRI CENTURI HOLDINGS INC812.1K sharesnew addition2025-09-302025-11-14 NE NOBLE CORP PLC452.6K shares201.74%2025-09-302025-11-14 ASO ACADEMY SPORTS & OUTDOORS194.9K shares-31.59%2025-09-302025-11-14 HLX HELIX ENERGY SOLUTIONS GRP I1.3M shares18.33%2025-09-302025-11-14 WBI WATERBRIDGE INFRASTRUCTURE L300.0K sharesnew addition2025-09-302025-11-14 RUSHA RUSH ENTERPRISES INC26.5K shares-23.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available