Tensile Capital Management as of Dec. 31, 2025
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lithia Motors (LAD) | 9.7 | $75M | 225k | 332.33 | |
| Dick's Sporting Goods (DKS) | 9.2 | $71M | 358k | 197.97 | |
| Vertex Cl A (VERX) | 8.8 | $68M | 3.4M | 19.97 | |
| Crown Holdings (CCK) | 8.2 | $63M | 612k | 102.97 | |
| Valvoline Inc Common (VVV) | 7.9 | $61M | 2.1M | 29.06 | |
| Us Foods Hldg Corp call (USFD) | 7.5 | $58M | 764k | 75.32 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 7.4 | $57M | 2.4M | 24.12 | |
| Q2 Holdings (QTWO) | 6.4 | $49M | 680k | 72.16 | |
| Centuri Holdings Com Shs (CTRI) | 6.1 | $47M | 1.9M | 25.25 | |
| Blackline (BL) | 5.7 | $44M | 791k | 55.29 | |
| Atlanta Braves Holdings Com C (BATRK) | 3.9 | $30M | 754k | 39.45 | |
| Ncino (NCNO) | 3.6 | $28M | 1.1M | 25.64 | |
| Equinix (EQIX) | 2.8 | $21M | 28k | 766.17 | |
| Skyline Corporation (SKY) | 2.7 | $21M | 249k | 84.50 | |
| Valaris Cl A (VAL) | 2.2 | $17M | 339k | 50.40 | |
| Noble Corp Ord Shs A (NE) | 1.9 | $15M | 529k | 28.24 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 1.4 | $11M | 529k | 20.01 | |
| Onestream Cl A (OS) | 1.3 | $9.9M | 541k | 18.38 | |
| Alight Com Cl A (ALIT) | 0.9 | $7.3M | 3.8M | 1.95 | |
| Arcbest (ARCB) | 0.8 | $6.0M | 81k | 74.18 | |
| Helix Energy Solutions (HLX) | 0.7 | $5.3M | 850k | 6.27 | |
| Academy Sports & Outdoor (ASO) | 0.5 | $3.7M | 75k | 49.96 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.4 | $3.0M | 63k | 46.74 | |
| Amer (UHAL) | 0.2 | $1.8M | 35k | 50.40 |
