Tensile Capital Management as of June 30, 2026
Portfolio Holdings for Tensile Capital Management
Tensile Capital Management holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dick's Sporting Goods (DKS) | 11.2 | $81M | 358k | 226.81 | |
| Tyler Technologies (TYL) | 9.9 | $72M | 245k | 292.46 | |
| Lithia Motors (LAD) | 8.9 | $65M | 223k | 290.49 | |
| Valvoline Inc Common (VVV) | 8.5 | $61M | 1.6M | 39.54 | |
| Compass Cl A (COMP) | 6.8 | $50M | 4.0M | 12.33 | |
| Us Foods Hldg Corp call (USFD) | 6.3 | $46M | 446k | 102.25 | |
| Centuri Holdings Com Shs (CTRI) | 6.1 | $44M | 1.5M | 30.24 | |
| Q2 Holdings (QTWO) | 5.8 | $42M | 869k | 48.10 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 5.4 | $39M | 754k | 51.90 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 5.1 | $37M | 1.1M | 34.27 | |
| Crown Holdings (CCK) | 4.6 | $34M | 300k | 111.82 | |
| Vertex Cl A (VERX) | 4.6 | $33M | 2.9M | 11.48 | |
| Equinix (EQIX) | 3.5 | $25M | 24k | 1042.39 | |
| Blackline (BL) | 2.7 | $20M | 695k | 28.07 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 2.5 | $18M | 317k | 57.70 | |
| Skyline Corporation (SKY) | 2.5 | $18M | 204k | 88.12 | |
| Ncino (NCNO) | 2.4 | $17M | 1.1M | 16.35 | |
| Appfolio Com Cl A (APPF) | 1.6 | $12M | 73k | 160.35 | |
| Helix Energy Solutions (HLX) | 0.6 | $4.3M | 490k | 8.74 | |
| Commscope Hldg (VISN) | 0.6 | $4.0M | 316k | 12.78 | |
| Alight Com Cl A (ALIT) | 0.2 | $1.8M | 3.2M | 0.56 | |
| Fox Factory Hldg (FOXF) | 0.1 | $688k | 41k | 16.95 |
