Tensile Capital Management LP
Net seller this quarter
$724M
22
-$42.4M
74.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DKS | $81.2M | 11.21% | 0.38% | Not reported | Q2 2017 |
 TYL | $71.7M | 9.90% | 0.51% | +377.0% | Q1 2026 |
 LAD | $64.8M | 8.94% | 1.01% | Not reported | Q1 2019 |
 VVV | $61.4M | 8.48% | 1.22% | -26.0% | Q1 2017 |
 COMP | $49.5M | 6.83% | 0.53% | +100.9% | Q1 2026 |
 USFD | $45.6M | 6.30% | 0.21% | -17.6% | Q2 2023 |
 CTRI | $44.4M | 6.13% | 1.45% | -7.8% | Q3 2025 |
 QTWO | $41.8M | 5.77% | 1.39% | -2.4% | Q2 2023 |
 BATRK | $39.1M | 5.40% | Not reported | Not reported | Q3 2023 |
 WBI | $37.1M | 5.12% | Not reported | +10.0% | Q3 2025 |
 CCK | $33.6M | 4.63% | 0.27% | -31.0% | Q3 2018 |
 VERX | $33.3M | 4.59% | 11.00% | -14.7% | Q3 2020 |
 EQIX | $25.4M | 3.51% | 0.02% | -7.6% | Q4 2013 |
 BL | $19.5M | 2.69% | 1.19% | -7.5% | Q4 2022 |
 UHAL.B | $18.3M | 2.52% | Not reported | -17.0% | Q4 2025 |
| SKY | $17.9M | 2.48% | 0.37% | -3.6% | Q3 2025 |
 NCNO | $17.3M | 2.39% | 0.96% | +5.1% | Q2 2023 |
 APPF | $11.7M | 1.62% | Not reported | +37.7% | Q1 2026 |
 HOS | $4.29M | 0.59% | 1.24% | -42.3% | Q1 2025 |
 VISN | $4.03M | 0.56% | 0.14% | New | Q2 2026 |
 ALIT | $1.8M | 0.25% | 0.72% | -14.5% | Q4 2021 |
 FOXF | $688K | 0.09% | 0.10% | -82.9% | Q1 2026 |
| Q1 2026 | |||||
| DKS | $71M | 10.16% | 0.38% | Not reported | Q2 2017 |
| VVV | $70.7M | 10.12% | 1.65% | Not reported | Q1 2017 |
| LAD | $55.7M | 7.97% | 0.98% | -0.8% | Q1 2019 |
| USFD | $49.9M | 7.14% | 0.25% | -29.2% | Q2 2023 |
| CTRI | $46.5M | 6.65% | 1.58% | -14.7% | Q3 2025 |
| CCK | $43.6M | 6.25% | 0.38% | -28.9% | Q3 2018 |
| QTWO | $42.1M | 6.03% | 1.42% | +30.9% | Q2 2023 |
| VERX | $40.4M | 5.79% | 12.89% | -0.6% | Q3 2020 |
| BATRK | $32.2M | 4.61% | Not reported | Not reported | Q3 2023 |
| BL | $27.8M | 3.98% | 1.27% | -5.1% | Q4 2022 |
| WBI | $26.4M | 3.78% | Not reported | +86.2% | Q3 2025 |
| EQIX | $25.9M | 3.70% | 0.03% | -5.4% | Q4 2013 |
| CWAN | $20.8M | 2.98% | Not reported | -62.8% | Q2 2025 |
 NE | $19.6M | 2.81% | 0.25% | -24.6% | Q2 2025 |
| TYL | $17.6M | 2.52% | 0.11% | New | Q1 2026 |
| UHAL.B | $17M | 2.44% | Not reported | +501.6% | Q4 2025 |
 CVCO | $16M | 2.29% | 0.43% | New | Q1 2026 |
| SKY | $15.7M | 2.25% | 0.38% | -15.1% | Q3 2025 |
| NCNO | $15.1M | 2.16% | 0.88% | -7.4% | Q2 2023 |
| COMP | $14.6M | 2.09% | 0.27% | New | Q1 2026 |
| HOS | $8.41M | 1.20% | 2.14% | Not reported | Q1 2025 |
| APPF | $8.36M | 1.20% | Not reported | New | Q1 2026 |
 CLBT | $7.24M | 1.04% | 0.21% | New | Q1 2026 |
| FOXF | $3.89M | 0.56% | 0.57% | New | Q1 2026 |
| ALIT | $2.19M | 0.31% | 0.84% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| LAD | $74.7M | 9.68% | 0.96% | -4.6% | Q1 2019 |
| DKS | $70.8M | 9.18% | 0.38% | Not reported | Q2 2017 |
| VERX | $68.3M | 8.85% | 12.97% | -10.1% | Q3 2020 |
| CCK | $63M | 8.16% | 0.54% | +14.8% | Q3 2018 |
| VVV | $61M | 7.90% | 1.65% | +1.0% | Q1 2017 |
| USFD | $57.5M | 7.45% | 0.35% | Not reported | Q2 2023 |
| CWAN | $57M | 7.39% | Not reported | -6.3% | Q2 2025 |
| QTWO | $49.1M | 6.35% | 1.08% | -12.8% | Q2 2023 |
| CTRI | $47.1M | 6.10% | 1.85% | +129.8% | Q3 2025 |
| BL | $43.7M | 5.66% | 1.32% | -2.7% | Q4 2022 |
| BATRK | $29.7M | 3.85% | Not reported | 0.0% | Q3 2023 |
| NCNO | $27.8M | 3.60% | 0.95% | +20.4% | Q2 2023 |
| EQIX | $21.4M | 2.77% | 0.03% | Not reported | Q4 2013 |
| SKY | $21M | 2.72% | 0.45% | -19.3% | Q3 2025 |
 VAL | $17.1M | 2.22% | 0.49% | -12.8% | Q1 2025 |
| NE | $15M | 1.94% | 0.33% | +17.0% | Q2 2025 |
| WBI | $10.6M | 1.37% | Not reported | +76.3% | Q3 2025 |
| ALIT | $7.33M | 0.95% | 0.84% | -45.9% | Q4 2021 |
 ARCB | $6.03M | 0.78% | 0.36% | New | Q4 2025 |
| HOS | $5.33M | 0.69% | 2.14% | -34.2% | Q1 2025 |
 ASO | $3.75M | 0.49% | 0.11% | -61.5% | Q3 2021 |
| UHAL.B | $2.96M | 0.38% | Not reported | New | Q4 2025 |
| UHAL | $1.76M | 0.23% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| VERX | $94.3M | 11.78% | 14.43% | +4.4% | Q3 2020 |
| DKS | $79.5M | 9.94% | 0.38% | -6.5% | Q2 2017 |
| VVV | $74.7M | 9.33% | 1.64% | +1.9% | Q1 2017 |
| LAD | $74.4M | 9.30% | 0.97% | +5.4% | Q1 2019 |
| USFD | $58.5M | 7.31% | 0.34% | -4.4% | Q2 2023 |
| QTWO | $56.4M | 7.05% | 1.25% | Not reported | Q2 2023 |
| CCK | $51.5M | 6.43% | 0.46% | -2.3% | Q3 2018 |
| CWAN | $45.5M | 5.68% | Not reported | +85.9% | Q2 2025 |
| BL | $43.2M | 5.39% | 1.36% | +0.2% | Q4 2022 |
| BATRK | $31.4M | 3.92% | Not reported | Not reported | Q3 2023 |
| NCNO | $24.4M | 3.05% | 0.78% | -33.3% | Q2 2023 |
| SKY | $23.5M | 2.94% | 0.55% | New | Q3 2025 |
| ALIT | $22.7M | 2.83% | 1.56% | +11.9% | Q4 2021 |
| PRO | $22.3M | 2.79% | 2.02% | +21.8% | Q4 2023 |
| EQIX | $21.8M | 2.73% | 0.03% | Not reported | Q4 2013 |
| VAL | $19M | 2.37% | 0.56% | -12.5% | Q1 2025 |
| CTRI | $17.2M | 2.15% | 0.92% | New | Q3 2025 |
| NE | $12.8M | 1.60% | 0.28% | +201.7% | Q2 2025 |
| ASO | $9.75M | 1.22% | 0.29% | -31.6% | Q3 2021 |
| HOS | $8.47M | 1.06% | 3.26% | +18.3% | Q1 2025 |
| WBI | $7.57M | 0.95% | Not reported | New | Q3 2025 |
 RUSHA | $1.41M | 0.18% | Not reported | -23.0% | Q3 2024 |