Tensile Capital Management as of Sept. 30, 2025
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Cl A (VERX) | 11.8 | $94M | 3.8M | 24.79 | |
| Dick's Sporting Goods (DKS) | 9.9 | $80M | 358k | 222.22 | |
| Valvoline Inc Common (VVV) | 9.3 | $75M | 2.1M | 35.91 | |
| Lithia Motors (LAD) | 9.3 | $74M | 236k | 316.00 | |
| Us Foods Hldg Corp call (USFD) | 7.3 | $59M | 764k | 76.62 | |
| Q2 Holdings (QTWO) | 7.1 | $56M | 780k | 72.39 | |
| Crown Holdings (CCK) | 6.4 | $52M | 533k | 96.59 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 5.7 | $46M | 2.5M | 18.02 | |
| Blackline (BL) | 5.4 | $43M | 813k | 53.10 | |
| Atlanta Braves Holdings Com C (BATRK) | 3.9 | $31M | 754k | 41.59 | |
| Ncino (NCNO) | 3.1 | $24M | 902k | 27.11 | |
| Skyline Corporation (SKY) | 2.9 | $24M | 308k | 76.37 | |
| Alight Com Cl A (ALIT) | 2.8 | $23M | 6.9M | 3.26 | |
| PROS Holdings (PRO) | 2.8 | $22M | 974k | 22.91 | |
| Equinix (EQIX) | 2.7 | $22M | 28k | 783.24 | |
| Valaris Cl A (VAL) | 2.4 | $19M | 389k | 48.77 | |
| Centuri Holdings Com Shs (CTRI) | 2.1 | $17M | 812k | 21.17 | |
| Noble Corp Ord Shs A (NE) | 1.6 | $13M | 453k | 28.28 | |
| Academy Sports & Outdoor (ASO) | 1.2 | $9.7M | 195k | 50.02 | |
| Helix Energy Solutions (HLX) | 1.1 | $8.5M | 1.3M | 6.56 | |
| Waterbridge Infrastructure L Cl A Shs Repstg | 0.9 | $7.6M | 300k | 25.22 | |
| Rush Enterprises Cl A (RUSHA) | 0.2 | $1.4M | 27k | 53.45 |
