Tensile Capital Management as of March 31, 2026
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dick's Sporting Goods (DKS) | 10.2 | $71M | 358k | 198.29 | |
| Valvoline Inc Common (VVV) | 10.1 | $71M | 2.1M | 33.68 | |
| Lithia Motors (LAD) | 8.0 | $56M | 223k | 249.72 | |
| Us Foods Hldg Corp call (USFD) | 7.1 | $50M | 541k | 92.21 | |
| Centuri Holdings Com Shs (CTRI) | 6.7 | $47M | 1.6M | 29.21 | |
| Crown Holdings (CCK) | 6.2 | $44M | 435k | 100.25 | |
| Q2 Holdings (QTWO) | 6.0 | $42M | 890k | 47.30 | |
| Vertex Cl A (VERX) | 5.8 | $40M | 3.4M | 11.89 | |
| Atlanta Braves Holdings Com Ser C (BATRK) | 4.6 | $32M | 754k | 42.70 | |
| Blackline (BL) | 4.0 | $28M | 751k | 37.00 | |
| Waterbridge Infrastructure Cl A Shs Repstg (WBI) | 3.8 | $26M | 985k | 26.79 | |
| Equinix (EQIX) | 3.7 | $26M | 26k | 980.24 | |
| Clearwater Analytics Holdings Cl A (CWAN) | 3.0 | $21M | 880k | 23.65 | |
| Noble Corp Ord Shs A (NE) | 2.8 | $20M | 399k | 49.07 | |
| Tyler Technologies (TYL) | 2.5 | $18M | 51k | 342.38 | |
| U-haul Holding Com Ser N (UHAL.B) | 2.4 | $17M | 381k | 44.67 | |
| Cavco Industries (CVCO) | 2.3 | $16M | 33k | 484.29 | |
| Skyline Corporation (SKY) | 2.2 | $16M | 211k | 74.37 | |
| Ncino (NCNO) | 2.2 | $15M | 1.0M | 14.98 | |
| Compass Cl A (COMP) | 2.1 | $15M | 2.0M | 7.31 | |
| Helix Energy Solutions (HLX) | 1.2 | $8.4M | 850k | 9.89 | |
| Appfolio Com Cl A (APPF) | 1.2 | $8.4M | 53k | 157.82 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.0 | $7.2M | 525k | 13.78 | |
| Fox Factory Hldg (FOXF) | 0.6 | $3.9M | 237k | 16.46 | |
| Alight Com Cl A (ALIT) | 0.3 | $2.2M | 3.8M | 0.58 |
