Tensile Capital Management LP
CIK 1598843 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- VERX16.35%
- DKS9.74%
- LAD8.82%
- QTWO8.80%
- VVV8.73%
- CCK6.89%
- USFD6.88%
- NCNO5.71%
- BL5.38%
- ALIT4.95%
Share classes counted separately82.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VERXWeight decreased · -4.54 pp20.89% → 16.35%Shares -109.08K (-2.89%)
- VVVWeight increased · +1.81 pp6.92% → 8.73%Shares +125.00K (+6.79%)
- CCKWeight increased · +1.61 pp5.28% → 6.89%Shares -9.64K (-1.57%)
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 | $128.15M | 16.35% | 3.66M shares | 20.89% → 16.35%-4.54 pp -109.08K (-2.89%) | Reduced | ↗▾ |
| 02 | DKSDICK'S SPORTING GOODS INC View history and evidence | $76.36M | 9.74% | 378.84K shares | 10.15% → 9.74%-0.41 pp -48.00K (-11.25%) | Reduced | ↗▾ |
| 03 | LADLITHIA MOTORS INC View history and evidence | $69.14M | 8.82% | 235.53K shares | 8.75% → 8.82%+0.07 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | QTWOQ2 HOLDINGS INC View history and evidence | $68.95M | 8.80% | 861.77K shares | 9.07% → 8.80%-0.27 pp -6.00K (-0.69%) | Reduced | ↗▾ |
| 05 | VVVVALVOLINE INC View history and evidence | $68.41M | 8.73% | 1.97M shares | 6.92% → 8.73%+1.81 pp +125.00K (+6.79%) | Added | ↗▾ |
| 06 | CCKCROWN HOLDINGS INC View history and evidence | $54.04M | 6.89% | 605.43K shares | 5.28% → 6.89%+1.61 pp -9.64K (-1.57%) | Reduced | ↗▾ |
| 07 | USFDUS FOODS HOLDING CORP View history and evidence | $53.94M | 6.88% | 824.04K shares | 5.93% → 6.88%+0.95 pp -22.27K (-2.63%) | Reduced | ↗▾ |
| 08 | NCNONCINO INC View history and evidence | $44.74M | 5.71% | 1.63M shares | 4.98% → 5.71%+0.73 pp +200.00K (+14.00%) | Added | ↗▾ |
| 09 | BLBLACKLINE INC View history and evidence | $42.20M | 5.38% | 871.49K shares | 4.68% → 5.38%+0.70 pp +130.49K (+17.61%) | Added | ↗▾ |
| 10 | ALITALIGHT INC - CLASS ACOM CL A View history and evidence | $38.80M | 4.95% | 6.54M shares | 4.73% → 4.95%+0.22 pp -30.65K (-0.47%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SMAR SMARTSHEET INC-CLASS A | Non-derivative | -659,816 | -$36.97M | 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 783845
}Take these holdings further.
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