Tensile Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 18Value: $783.8MLatest: 2025Q1

Tensile Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 18 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "PRO",
  "QTWO",
  "ASO",
  "RUSHA",
  "ALIT",
  "BATRK",
  "EQIX",
  "HLX",
  "LAD",
  "USFD",
  "VVV",
  "DKS",
  "VAL",
  "VERX",
  "WK",
  "BL",
  "CCK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 18
Total Value: 783845
Accession Number: 0001214659-25-007850
Form Type: 13F-HR
CIK: tensile-capital-management-lp
Manager Name: Tensile-Capital-Management-Lp

Data Enrichment

100% identified

18 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

18 positions • $783.8K total value

SEC FilingSEC DataHachi Filing

Manager:

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Vertex, Inc.

VERX|92538J106

Shares:3.7M

Value:$128.2M

% of Portfolio:16349.3% ($128.2M/$783.8K)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:378.8K

Value:$76.4M

% of Portfolio:9741.7% ($76.4M/$783.8K)

LITHIA MOTORS INC

LAD|536797103

Shares:235.5K

Value:$69.1M

% of Portfolio:8820.2% ($69.1M/$783.8K)

Q2 Holdings, Inc.

QTWO|74736L109

Shares:861.8K

Value:$69.0M

% of Portfolio:8796.4% ($69.0M/$783.8K)

VALVOLINE INC

VVV|92047W101

Shares:2.0M

Value:$68.4M

% of Portfolio:8727.2% ($68.4M/$783.8K)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:605.4K

Value:$54.0M

% of Portfolio:6894.3% ($54.0M/$783.8K)

US Foods Holding Corp.

USFD|912008109

Shares:824.0K

Value:$53.9M

% of Portfolio:6881.7% ($53.9M/$783.8K)

nCino, Inc.

NCNO|63947X101

Shares:1.6M

Value:$44.7M

% of Portfolio:5707.9% ($44.7M/$783.8K)

BLACKLINE, INC.

BL|09239B109

Shares:871.5K

Value:$42.2M

% of Portfolio:5383.3% ($42.2M/$783.8K)

Alight, Inc. / Delaware

ALIT|01626W101

Shares:6.5M

Value:$38.8M

% of Portfolio:4949.7% ($38.8M/$783.8K)

Atlanta Braves Holdings, Inc.

BATRK|047726302

Shares:883.9K

Value:$35.4M

% of Portfolio:4511.7% ($35.4M/$783.8K)

Valaris Ltd

VAL|G9460G101

Shares:660.0K

Value:$25.9M

% of Portfolio:3305.8% ($25.9M/$783.8K)

EQUINIX INC

EQIX|29444U700

Shares:25.9K

Value:$21.1M

% of Portfolio:2693.3% ($21.1M/$783.8K)

PROS Holdings, Inc.

PRO|74346Y103

Shares:1.0M

Value:$19.3M

% of Portfolio:2457.8% ($19.3M/$783.8K)

WORKIVA INC

WK|98139A105

Shares:215.3K

Value:$16.3M

% of Portfolio:2084.7% ($16.3M/$783.8K)

Academy Sports & Outdoors, Inc.

ASO|00402L107

Shares:282.0K

Value:$12.9M

% of Portfolio:1641.1% ($12.9M/$783.8K)

HELIX ENERGY SOLUTIONS GROUP INC

HLX|42330P107

Shares:773.2K

Value:$6.4M

% of Portfolio:819.7% ($6.4M/$783.8K)

RUSH ENTERPRISES INC \TX\

RUSHA|781846209

Shares:34.4K

Value:$1.8M

% of Portfolio:234.1% ($1.8M/$783.8K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Vertex, Inc.(VERXcusip92538J106)	3.7M	QoQ -2.89% (-109.1K) YoY -23.10% (-1.1M)	All Managers (Combined)	$128.2M	16349.3% ($128.2M/$783.8K)	QoQ -36.27% (-$73) YoY -99.91% (-$151.1K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	378.8K	QoQ -11.24% (-48.0K) YoY -18.84% (-88.0K)	All Managers (Combined)	$76.4M	9741.7% ($76.4M/$783.8K)	QoQ -21.82% (-$21) YoY -99.92% (-$104.9K)
LITHIA MOTORS INC(LADcusip536797103)	235.5K	QoQ 0.00% (-0) YoY +0.66% (-1.6K)	All Managers (Combined)	$69.1M	8820.2% ($69.1M/$783.8K)	QoQ -17.87% (-$15) YoY -99.90% (-$70.3K)
Q2 Holdings, Inc.(QTWOcusip74736L109)	861.8K	QoQ -0.69% (-6.0K) YoY -7.61% (-71.0K)	All Managers (Combined)	$69.0M	8796.4% ($69.0M/$783.8K)	QoQ -21.05% (-$18) YoY -99.85% (-$49.0K)
VALVOLINE INC(VVVcusip92047W101)	2.0M	QoQ +6.79% (+125.0K) YoY +3.31% (-63.1K)	All Managers (Combined)	$68.4M	8727.2% ($68.4M/$783.8K)	QoQ +2.74% (+$2) YoY -99.91% (-$84.7K)
CROWN HOLDINGS, INC.(CCKcusip228368106)	605.4K	QoQ -1.56% (-9.6K) YoY -19.06% (-142.6K)	All Managers (Combined)	$54.0M	6894.3% ($54.0M/$783.8K)	QoQ +6.25% (-$3) YoY -99.90% (-$59.2K)
US Foods Holding Corp.(USFDcusip912008109)	824.0K	QoQ -2.63% (-22.3K) YoY -13.83% (-132.3K)	All Managers (Combined)	$53.9M	6881.7% ($53.9M/$783.8K)	QoQ -5.51% (-$3) YoY -99.89% (-$51.6K)
nCino, Inc.(NCNOcusip63947X101)	1.6M	QoQ +13.99% (-200.0K) YoY +57.20% (-592.7K)	All Managers (Combined)	$44.7M	5707.9% ($44.7M/$783.8K)	QoQ -6.74% (-$3) YoY -99.88% (-$38.7K)
BLACKLINE, INC.(BLcusip09239B109)	871.5K	QoQ +17.60% (-130.5K) YoY +160.35% (-536.8K)	All Managers (Combined)	$42.2M	5383.3% ($42.2M/$783.8K)	QoQ -6.27% (-$3) YoY -99.80% (-$21.6K)
Alight, Inc. / Delaware(ALITcusip01626W101)	6.5M	QoQ -0.46% (-30.6K) YoY -4.88% (-336.0K)	All Managers (Combined)	$38.8M	4949.7% ($38.8M/$783.8K)	QoQ -14.70% (-$7) YoY -99.94% (-$67.7K)
Atlanta Braves Holdings, Inc.(BATRKcusip047726302)	883.9K	QoQ -9.70% (-95.0K) YoY -9.70% (-95.0K)	All Managers (Combined)	$35.4M	4511.7% ($35.4M/$783.8K)	QoQ -5.57% (-$2) YoY -99.90% (-$38.2K)
Valaris Ltd(VALcusipG9460G101)	660.0K	QoQ NEW(+660.0K) YoY NEW(+660.0K)	All Managers (Combined)	$25.9M	3305.8% ($25.9M/$783.8K)	QoQ NEW(+$26) YoY NEW(+$26)
EQUINIX INC(EQIXcusip29444U700)	25.9K	QoQ 0.00% (-0) YoY -18.81% (-6.0K)	All Managers (Combined)	$21.1M	2693.3% ($21.1M/$783.8K)	QoQ -13.52% (-$3) YoY -99.91% (-$26.3K)
PROS Holdings, Inc.(PROcusip74346Y103)	1.0M	QoQ +0.67% (-6.7K) YoY +1217.59% (-935.5K)	All Managers (Combined)	$19.3M	2457.8% ($19.3M/$783.8K)	QoQ -12.76% (-$3) YoY -99.30% (-$2.8K)
WORKIVA INC(WKcusip98139A105)	215.3K	QoQ -9.67% (-23.1K) YoY +169.08% (-135.3K)	All Managers (Combined)	$16.3M	2084.7% ($16.3M/$783.8K)	QoQ -37.38% (-$10) YoY -99.75% (-$6.8K)
Academy Sports & Outdoors, Inc.(ASOcusip00402L107)	282.0K	QoQ -46.48% (-245.0K) YoY -67.09% (-575.0K)	All Managers (Combined)	$12.9M	1641.1% ($12.9M/$783.8K)	QoQ -57.57% (-$17) YoY -99.97% (-$57.9K)
HELIX ENERGY SOLUTIONS GROUP INC(HLXcusip42330P107)	773.2K	QoQ NEW(+773.2K) YoY NEW(+773.2K)	All Managers (Combined)	$6.4M	819.7% ($6.4M/$783.8K)	QoQ NEW(+$6) YoY NEW(+$6)
RUSH ENTERPRISES INC \TX\(RUSHAcusip781846209)	34.4K	QoQ 0.00% (-0) YoY NEW(+34.4K)	All Managers (Combined)	$1.8M	234.1% ($1.8M/$783.8K)	QoQ -2.49% (-$0) YoY NEW(+$2)