Tensile Capital Management LP
CIK 1598843 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- LAD9.68%
- DKS9.18%
- VERX8.85%
- CCK8.16%
- VVV7.90%
- USFD7.45%
- CWAN7.39%
- QTWO6.35%
- CTRI6.10%
- BL5.66%
Share classes counted separately76.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CTRIWeight increased · +3.95 pp2.15% → 6.10%Shares +1.05M (+129.81%)
- VERXWeight decreased · -2.93 pp11.78% → 8.85%Shares -384.42K (-10.10%)
- ALITWeight decreased · -1.88 pp2.83% → 0.95%Shares -3.19M (-45.88%)
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 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LADLITHIA MOTORS INC View history and evidence | $74.70M | 9.68% | 224.79K shares | 9.30% → 9.68%+0.38 pp -10.74K (-4.56%) | Reduced | ↗▾ |
| 02 | DKSDICK'S SPORTING GOODS INC View history and evidence | $70.84M | 9.18% | 357.84K shares | 9.94% → 9.18%-0.76 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | VERXVERTEX INC - CLASS ACL A View history and evidence | $68.30M | 8.85% | 3.42M shares | 11.78% → 8.85%-2.93 pp -384.42K (-10.10%) | Reduced | ↗▾ |
| 04 | CCKCROWN HOLDINGS INC View history and evidence | $63.03M | 8.16% | 612.16K shares | 6.43% → 8.16%+1.73 pp +79.00K (+14.82%) | Added | ↗▾ |
| 05 | VVVVALVOLINE INC View history and evidence | $60.99M | 7.90% | 2.10M shares | 9.33% → 7.90%-1.43 pp +20.00K (+0.96%) | Added | ↗▾ |
| 06 | USFDUS FOODS HOLDING CORP View history and evidence | $57.55M | 7.45% | 764.04K shares | 7.31% → 7.45%+0.14 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | CWANCLEARWATER ANALYTICS HDS-ACL A View history and evidence | $57.04M | 7.39% | 2.36M shares | 5.68% → 7.39%+1.71 pp -160.00K (-6.34%) | Reduced | ↗▾ |
| 08 | QTWOQ2 HOLDINGS INC View history and evidence | $49.05M | 6.35% | 679.77K shares | 7.05% → 6.35%-0.70 pp -100.00K (-12.82%) | Reduced | ↗▾ |
| 09 | CTRICENTURI HOLDINGS INCCOM SHS View history and evidence | $47.12M | 6.10% | 1.87M shares | 2.15% → 6.10%+3.95 pp +1.05M (+129.81%) | Added | ↗▾ |
| 10 | BLBLACKLINE INC View history and evidence | $43.73M | 5.66% | 790.95K shares | 5.39% → 5.66%+0.27 pp -21.74K (-2.68%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PRO PROS HOLDINGS INC | Non-derivative | -974,126 | -$22.32M | SEC filing ↗ | SEC filing ↗ |
| RUSHA RUSH ENTERPRISES INC-CL A | Non-derivative | -26,454 | -$1.41M | 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 772044
}Take these holdings further.
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