Tensile Capital Management LP
CIK 1598843 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- VERX16.55%
- DKS11.49%
- VVV9.28%
- LAD7.70%
- ALIT7.42%
- CCK6.49%
- ASO6.34%
- USFD5.65%
- QTWO5.37%
- SMAR5.10%
Share classes counted separately81.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DKSWeight increased · +2.32 pp9.17% → 11.49%Shares -66.58K (-12.48%)
- DFINWeight decreased · -1.47 pp2.56% → 1.09%Shares -190.00K (-54.10%)
- SMARWeight decreased · -1.19 pp6.29% → 5.10%Shares +85.00K (+7.56%)
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 19
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 | $151.20M | 16.55% | 4.76M shares | 16.11% → 16.55%+0.44 pp -354.25K (-6.93%) | Reduced | ↗▾ |
| 02 | DKSDICK'S SPORTING GOODS INC View history and evidence | $104.97M | 11.49% | 466.84K shares | 9.17% → 11.49%+2.32 pp -66.58K (-12.48%) | Reduced | ↗▾ |
| 03 | VVVVALVOLINE INC View history and evidence | $84.77M | 9.28% | 1.90M shares | 9.55% → 9.28%-0.27 pp -270.00K (-12.43%) | Reduced | ↗▾ |
| 04 | LADLITHIA MOTORS INC View history and evidence | $70.39M | 7.70% | 233.97K shares | 8.05% → 7.70%-0.35 pp +25.00K (+11.96%) | Added | ↗▾ |
| 05 | ALITALIGHT INC - CLASS ACOM CL A View history and evidence | $67.75M | 7.42% | 6.88M shares | 6.41% → 7.42%+1.01 pp +456.03K (+7.10%) | Added | ↗▾ |
| 06 | CCKCROWN HOLDINGS INC View history and evidence | $59.29M | 6.49% | 748.07K shares | 7.20% → 6.49%-0.71 pp +79.90K (+11.96%) | Added | ↗▾ |
| 07 | ASOACADEMY SPORTS & OUTDOORS IN View history and evidence | $57.88M | 6.34% | 857.04K shares | 7.13% → 6.34%-0.79 pp -67.00K (-7.25%) | Reduced | ↗▾ |
| 08 | USFDUS FOODS HOLDING CORP View history and evidence | $51.61M | 5.65% | 956.31K shares | 5.61% → 5.65%+0.04 pp -100.00K (-9.47%) | Reduced | ↗▾ |
| 09 | QTWOQ2 HOLDINGS INC View history and evidence | $49.03M | 5.37% | 932.77K shares | 5.03% → 5.37%+0.34 pp -57.25K (-5.78%) | Reduced | ↗▾ |
| 10 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $46.57M | 5.10% | 1.21M shares | 6.29% → 5.10%-1.19 pp +85.00K (+7.56%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1598843 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 913709340
}Take these holdings further.
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