Tensile Capital Management LP
CIK 1598843 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- VERX11.78%
- DKS9.94%
- VVV9.33%
- LAD9.30%
- USFD7.31%
- QTWO7.05%
- CCK6.43%
- CWAN5.68%
- BL5.39%
- BATRK3.92%
Share classes counted separately76.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VERXWeight decreased · -3.76 pp15.54% → 11.78%Shares +160.56K (+4.41%)
- CWANWeight increased · +2.09 pp3.59% → 5.68%Shares +1.17M (+85.91%)
- QTWOWeight decreased · -1.76 pp8.81% → 7.05%Shares 0 (0.00%)
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 22
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 | $94.31M | 11.78% | 3.80M shares | 15.54% → 11.78%-3.76 pp +160.56K (+4.41%) | Added | ↗▾ |
| 02 | DKSDICK'S SPORTING GOODS INC View history and evidence | $79.52M | 9.94% | 357.84K shares | 9.14% → 9.94%+0.80 pp -25.00K (-6.53%) | Reduced | ↗▾ |
| 03 | VVVVALVOLINE INC View history and evidence | $74.65M | 9.33% | 2.08M shares | 9.33% → 9.33%+0.00 pp +38.66K (+1.90%) | Added | ↗▾ |
| 04 | LADLITHIA MOTORS INC View history and evidence | $74.43M | 9.30% | 235.53K shares | 9.11% → 9.30%+0.19 pp +12.00K (+5.37%) | Added | ↗▾ |
| 05 | USFDUS FOODS HOLDING CORP View history and evidence | $58.54M | 7.31% | 764.04K shares | 7.43% → 7.31%-0.12 pp -35.00K (-4.38%) | Reduced | ↗▾ |
| 06 | QTWOQ2 HOLDINGS INC View history and evidence | $56.45M | 7.05% | 779.77K shares | 8.81% → 7.05%-1.76 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | CCKCROWN HOLDINGS INC View history and evidence | $51.50M | 6.43% | 533.16K shares | 6.78% → 6.43%-0.35 pp -12.27K (-2.25%) | Reduced | ↗▾ |
| 08 | CWANCLEARWATER ANALYTICS HDS-ACL A View history and evidence | $45.49M | 5.68% | 2.52M shares | 3.59% → 5.68%+2.09 pp +1.17M (+85.91%) | Added | ↗▾ |
| 09 | BLBLACKLINE INC View history and evidence | $43.15M | 5.39% | 812.68K shares | 5.55% → 5.39%-0.16 pp +1.20K (+0.15%) | Added | ↗▾ |
| 10 | BATRKATLANTA BRAVES HOLDINGS IN-CCOM C View history and evidence | $31.36M | 3.92% | 753.91K shares | 4.26% → 3.92%-0.34 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WK WORKIVA INC | Non-derivative | -189,742 | -$12.99M | SEC filing ↗ | SEC filing ↗ |
| NEOG NEOGEN CORP | Non-derivative | -1,015,295 | -$4.85M | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 800371
}Take these holdings further.
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