Tensile Capital Management LP
CIK 1598843 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- VERX15.54%
- VVV9.33%
- DKS9.14%
- LAD9.11%
- QTWO8.81%
- USFD7.43%
- CCK6.78%
- BL5.55%
- NCNO4.56%
- BATRK4.26%
Share classes counted separately80.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NCNOWeight decreased · -1.15 pp5.71% → 4.56%Shares -278.03K (-17.07%)
- VALWeight decreased · -1.05 pp3.31% → 2.26%Shares -215.00K (-32.58%)
- PROWeight decreased · -0.95 pp2.46% → 1.51%Shares -212.23K (-20.96%)
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 21
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 | $128.75M | 15.54% | 3.64M shares | 16.35% → 15.54%-0.81 pp -16.62K (-0.45%) | Reduced | ↗▾ |
| 02 | VVVVALVOLINE INC View history and evidence | $77.26M | 9.33% | 2.04M shares | 8.73% → 9.33%+0.60 pp +75.00K (+3.82%) | Added | ↗▾ |
| 03 | DKSDICK'S SPORTING GOODS INC View history and evidence | $75.73M | 9.14% | 382.84K shares | 9.74% → 9.14%-0.60 pp +4.00K (+1.06%) | Added | ↗▾ |
| 04 | LADLITHIA MOTORS INC View history and evidence | $75.51M | 9.11% | 223.53K shares | 8.82% → 9.11%+0.29 pp -12.00K (-5.09%) | Reduced | ↗▾ |
| 05 | QTWOQ2 HOLDINGS INC View history and evidence | $72.98M | 8.81% | 779.77K shares | 8.80% → 8.81%+0.01 pp -82.00K (-9.52%) | Reduced | ↗▾ |
| 06 | USFDUS FOODS HOLDING CORP View history and evidence | $61.53M | 7.43% | 799.04K shares | 6.88% → 7.43%+0.55 pp -25.00K (-3.03%) | Reduced | ↗▾ |
| 07 | CCKCROWN HOLDINGS INC View history and evidence | $56.17M | 6.78% | 545.43K shares | 6.89% → 6.78%-0.11 pp -60.00K (-9.91%) | Reduced | ↗▾ |
| 08 | BLBLACKLINE INC View history and evidence | $45.95M | 5.55% | 811.49K shares | 5.38% → 5.55%+0.17 pp -60.00K (-6.88%) | Reduced | ↗▾ |
| 09 | NCNONCINO INC View history and evidence | $37.78M | 4.56% | 1.35M shares | 5.71% → 4.56%-1.15 pp -278.03K (-17.07%) | Reduced | ↗▾ |
| 10 | BATRKATLANTA BRAVES HOLDINGS IN-CCOM C View history and evidence | $35.26M | 4.26% | 753.91K shares | 4.51% → 4.26%-0.25 pp -130.00K (-14.71%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1598843 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 828480
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.