Tensile Capital Management as of June 30, 2025
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 15.5 | $129M | 3.6M | 35.33 | |
| Valvoline Inc Common (VVV) | 9.3 | $77M | 2.0M | 37.87 | |
| Dick's Sporting Goods (DKS) | 9.1 | $76M | 383k | 197.81 | |
| Lithia Motors (LAD) | 9.1 | $76M | 224k | 337.82 | |
| Q2 Holdings (QTWO) | 8.8 | $73M | 780k | 93.59 | |
| Us Foods Hldg Corp call (USFD) | 7.4 | $62M | 799k | 77.01 | |
| Crown Holdings (CCK) | 6.8 | $56M | 545k | 102.98 | |
| Blackline (BL) | 5.5 | $46M | 812k | 56.62 | |
| Ncino (NCNO) | 4.6 | $38M | 1.4M | 27.97 | |
| Atlanta Braves Holdings Com C (BATRK) | 4.3 | $35M | 754k | 46.77 | |
| Alight Com Cl A (ALIT) | 4.2 | $35M | 6.2M | 5.66 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 3.6 | $30M | 1.4M | 21.93 | |
| Equinix (EQIX) | 2.7 | $22M | 28k | 795.46 | |
| Valaris Cl A (VAL) | 2.3 | $19M | 445k | 42.11 | |
| Workiva Inc equity us cm (WK) | 1.6 | $13M | 190k | 68.45 | |
| Academy Sports & Outdoor (ASO) | 1.5 | $13M | 285k | 44.81 | |
| PROS Holdings (PRO) | 1.5 | $13M | 800k | 15.66 | |
| Helix Energy Solutions (HLX) | 0.8 | $6.8M | 1.1M | 6.24 | |
| Neogen Corporation (NEOG) | 0.6 | $4.9M | 1.0M | 4.78 | |
| Noble Corp Ord Shs A (NE) | 0.5 | $4.0M | 150k | 26.55 | |
| Rush Enterprises Cl A (RUSHA) | 0.2 | $1.8M | 34k | 51.52 |
