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The Analysis of Tensile Capital Management LP's Holdings & P&L

Currently, Tensile Capital Management LP holds 25 types of securities in its portfolio with a total value $41.9M. In the most recent quarter, they have increased their positions in CTRI (+1.1M shares, valued at $26.6K), OS (+541.1K shares, valued at $9.9K), CCK (+79.0K shares, valued at $8.1K); decreased their positions in VERX (-21.4K shares, valued at $259.1K), VERX (-384.4K shares, valued at $7.7K), QTWO (-100.0K shares, valued at $7.2K); initiated new positions in OS (+541.1K shares, valued at $9.9K), ARCB (+81.2K shares, valued at $6.0K), UHAL.B (+63.4K shares, valued at $3.0K).

1M P&L

-2.1M-0.27%

3M P&L

-25.2M-3.17%

HY P&L

-9.2M-1.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application41.3M

98.8%

2Auto & Truck Dealerships135.7K

0.3%

3Specialty Retail74.6K

0.2%

Top Industries by Stock Count

1Software - Application7 stocks

29.2%

2Oil & Gas Equipment & Services3 stocks

12.5%

3Specialty Retail2 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VERX 3.4M shares-0.63%2026-03-312026-04-02

LAD LITHIA MTRS INC224.8K shares-4.56%2025-12-312026-02-17

DKS DICKS SPORTING GOODS357.8K shares0.00%2025-12-312026-02-17

VERX VERTEX INC3.4M shares-10.10%2025-12-312026-02-17

CCK CROWN HOLDINGS INC COM STK612.2K shares14.82%2025-12-312026-02-17

VVV VALVOLINE INC2.1M shares0.96%2025-12-312026-02-17

USFD US FOODS HLDG CORP764.0K shares0.00%2025-12-312026-02-17

CWAN CLEARWATER ANALYTICS HLDGS I2.4M shares-6.34%2025-12-312026-02-17

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QTWO Q2 HOLDINGS INC679.8K shares-12.82%2025-12-312026-02-17

CTRI CENTURI HOLDINGS INC1.9M shares129.81%2025-12-312026-02-17

BL BLACKLINE INC790.9K shares-2.68%2025-12-312026-02-17

ATLANTA BRAVES HOLDINGS INC ATLANTA BRAVES HOLDINGS INC753.9K shares-0.00%2025-12-312026-02-17

NCNO NCINO INC1.1M shares20.37%2025-12-312026-02-17

EQIX EQUINIX INC27.9K shares0.00%2025-12-312026-02-17

SKY CHAMPION HOMES INC248.6K shares-19.34%2025-12-312026-02-17

VAL VALARIS LTD339.4K shares-12.84%2025-12-312026-02-17

Sponsored

NE NOBLE CORP PLC529.4K shares16.96%2025-12-312026-02-17

WBI WATERBRIDGE INFRASTRUCTURE L528.8K shares76.27%2025-12-312026-02-17

OS ONESTREAM INC541.1K sharesnew addition2025-12-312026-02-17

ALIT ALIGHT INC.3.8M shares-45.88%2025-12-312026-02-17

ARCB ARCBEST CORP81.2K sharesnew addition2025-12-312026-02-17

HLX HELIX ENERGY SOLUTIONS GRP I849.9K shares-34.16%2025-12-312026-02-17

ASO ACADEMY SPORTS & OUTDOORS75.0K shares-61.49%2025-12-312026-02-17

UHAL.B U HAUL HOLDING COMPANY63.4K sharesnew addition2025-12-312026-02-17

Sponsored

UHAL U HAUL HOLDING COMPANY35.0K sharesnew addition2025-12-312026-02-17

VERX

-0.63%

Shares3.4M

Event2026-03-31

Filed2026-04-02

LAD

LITHIA MTRS INC

-4.56%

Shares224.8K

Event2025-12-31

Filed2026-02-17

DKS

DICKS SPORTING GOODS

0.00%

Shares357.8K

Event2025-12-31

Filed2026-02-17

VERX

VERTEX INC

-10.10%

Shares3.4M

Event2025-12-31

Filed2026-02-17

CCK

CROWN HOLDINGS INC COM STK

14.82%

Shares612.2K

Event2025-12-31

Filed2026-02-17

VVV

VALVOLINE INC

0.96%

Shares2.1M

Event2025-12-31

Filed2026-02-17

USFD

US FOODS HLDG CORP

0.00%

Shares764.0K

Event2025-12-31

Filed2026-02-17

CWAN

CLEARWATER ANALYTICS HLDGS I

-6.34%

Shares2.4M

Event2025-12-31

Filed2026-02-17

QTWO

Q2 HOLDINGS INC

-12.82%

Shares679.8K

Event2025-12-31

Filed2026-02-17

CTRI

CENTURI HOLDINGS INC

129.81%

Shares1.9M

Event2025-12-31

Filed2026-02-17

BLACKLINE INC

-2.68%

Shares790.9K

Event2025-12-31

Filed2026-02-17

ATLANTA BRAVES HOLDINGS INC

-0.00%

Shares753.9K

Event2025-12-31

Filed2026-02-17

NCNO

NCINO INC

20.37%

Shares1.1M

Event2025-12-31

Filed2026-02-17

EQIX

EQUINIX INC

0.00%

Shares27.9K

Event2025-12-31

Filed2026-02-17

SKY

CHAMPION HOMES INC

-19.34%

Shares248.6K

Event2025-12-31

Filed2026-02-17

VAL

VALARIS LTD

-12.84%

Shares339.4K

Event2025-12-31

Filed2026-02-17

NOBLE CORP PLC

16.96%

Shares529.4K

Event2025-12-31

Filed2026-02-17

WBI

WATERBRIDGE INFRASTRUCTURE L

76.27%

Shares528.8K

Event2025-12-31

Filed2026-02-17

ONESTREAM INC

New

Shares541.1K

Event2025-12-31

Filed2026-02-17

ALIT

ALIGHT INC.

-45.88%

Shares3.8M

Event2025-12-31

Filed2026-02-17

ARCB

ARCBEST CORP

New

Shares81.2K

Event2025-12-31

Filed2026-02-17

HLX

HELIX ENERGY SOLUTIONS GRP I

-34.16%

Shares849.9K

Event2025-12-31

Filed2026-02-17

ASO

ACADEMY SPORTS & OUTDOORS

-61.49%

Shares75.0K

Event2025-12-31

Filed2026-02-17

UHAL.B

U HAUL HOLDING COMPANY

New

Shares63.4K

Event2025-12-31

Filed2026-02-17

UHAL

U HAUL HOLDING COMPANY

New

Shares35.0K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available