Tensile Capital Management LP
CIK 1598843 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VERX16.11%
- VVV9.55%
- DKS9.17%
- LAD8.05%
- CCK7.20%
- ASO7.13%
- ALIT6.41%
- SMAR6.29%
- USFD5.61%
- QTWO5.03%
Share classes counted separately80.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- USFDWeight increased · +1.87 pp3.74% → 5.61%Shares +306.60K (+40.90%)
- BLWeight decreased · -1.51 pp3.95% → 2.44%Shares -231.22K (-40.85%)
- QTWOWeight increased · +1.43 pp3.60% → 5.03%Shares +103.50K (+11.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VERXVERTEX INC - CLASS ACL A View history and evidence | $137.79M | 16.11% | 5.11M shares | 16.87% → 16.11%-0.76 pp -691.91K (-11.92%) | Reduced | ↗▾ |
| 02 | VVVVALVOLINE INC View history and evidence | $81.63M | 9.55% | 2.17M shares | 9.72% → 9.55%-0.17 pp -225.00K (-9.39%) | Reduced | ↗▾ |
| 03 | DKSDICK'S SPORTING GOODS INC View history and evidence | $78.39M | 9.17% | 533.42K shares | 9.77% → 9.17%-0.60 pp -182.23K (-25.46%) | Reduced | ↗▾ |
| 04 | LADLITHIA MOTORS INC View history and evidence | $68.81M | 8.05% | 208.97K shares | 8.80% → 8.05%-0.75 pp -28.00K (-11.82%) | Reduced | ↗▾ |
| 05 | CCKCROWN HOLDINGS INC View history and evidence | $61.53M | 7.20% | 668.17K shares | 8.44% → 7.20%-1.24 pp -90.00K (-11.87%) | Reduced | ↗▾ |
| 06 | ASOACADEMY SPORTS & OUTDOORS IN View history and evidence | $60.99M | 7.13% | 924.04K shares | 7.43% → 7.13%-0.30 pp -325.85K (-26.07%) | Reduced | ↗▾ |
| 07 | ALITALIGHT INC - CLASS ACOM CL A View history and evidence | $54.79M | 6.41% | 6.42M shares | 6.23% → 6.41%+0.18 pp -560.61K (-8.03%) | Reduced | ↗▾ |
| 08 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $53.77M | 6.29% | 1.12M shares | 5.57% → 6.29%+0.72 pp +30.00K (+2.74%) | Added | ↗▾ |
| 09 | USFDUS FOODS HOLDING CORP View history and evidence | $47.97M | 5.61% | 1.06M shares | 3.74% → 5.61%+1.87 pp +306.60K (+40.90%) | Added | ↗▾ |
| 10 | QTWOQ2 HOLDINGS INC View history and evidence | $42.98M | 5.03% | 990.02K shares | 3.60% → 5.03%+1.43 pp +103.50K (+11.67%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMSWA AMERICAN SOFTWARE INC-CL A | Non-derivative | -303,705 | -$3.48M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1598843 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 855165804
}Take these holdings further.
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