Tensile Capital Management LP

CIK 0001598843 · LARKSPUR, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Tensile Capital Management LP reported 22 positions worth $724.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DKS (11.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$724.3M
2026 Q2
Positions
22
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.1%
Est. Net Flow (Q)
2026 Q2
10 / 22 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DKSDICKS SPORTING GOODS INCSH$81.2M11.21%357,844
2TYLTYLER TECHNOLOGIES INCSH$71.7M9.90%245,043
3LADLITHIA MTRS INCSH$64.8M8.94%222,963
4VVVVALVOLINE INCSH$61.4M8.48%1,553,843
5COMPCOMPASS INCSH$49.5M6.83%4,012,399
6USFDUS FOODS HLDG CORPSH$45.6M6.30%446,042
7CTRICENTURI HOLDINGS INCSH$44.4M6.13%1,467,046
8QTWOQ2 HLDGS INCSH$41.8M5.77%868,767
9BATRKATLANTA BRAVES HLDGS INCSH$39.1M5.40%753,879
10WBIWATERBRIDGE INFRASTRUCTURE LSH$37.1M5.12%1,082,533

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tensile Capital Management LP hold as of Q2 2026?

Tensile Capital Management LP reported 22 positions worth $724.3M in its Q2 2026 13F filing. Largest positions: DKS (11.2%), TYL (9.9%), LAD (8.9%), VVV (8.5%) and COMP (6.8%).

What did Tensile Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tensile Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.