account_balance
Investment manager · 13F filer · SEC CIK 1598843
Tensile Capital Management LP
Reported value$724Mas of Jun 30, 2026
Positions22 1 new, 4 sold out
Top 10 weight74.1%DKS alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DKSDicks Sporting Goods Inc
11.2%
TYLTyler Technologies Inc
9.9%Added +377%
LADLithia MTRS Inc
8.9%
VVVValvoline Inc
8.5%Trimmed −26%
COMPCompass Inc
6.8%Added +101%
USFDUS Foods HLDG Corp
6.3%Trimmed −18%
CTRICenturi Holdings Inc
6.1%Trimmed −8%
QTWOQ2 Hldgs Inc
5.8%Trimmed −2%
BATRKAtlanta Braves Hldgs Inc
5.4%
WBIWaterbridge Infrastructure L
5.1%Added +10%
CCKCrown Hldgs Inc
4.6%Trimmed −31%
VERXVertex Inc
4.6%Trimmed −15%
DKSDicks Sporting Goods Inc
11.2%
TYLTyler Technologies Inc
9.9%Added +377%
LADLithia MTRS Inc
8.9%
VVVValvoline Inc
8.5%Trimmed −26%
COMPCompass Inc
6.8%Added +101%
USFD6.3%CTRI6.1%QTWO5.8%BATRK5.4%WBI5.1%CCK4.6%VERX4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DKS Dicks Sporting Goods Inc 11.2% HeldTYL Tyler Technologies Inc 9.9% Added +377%LAD Lithia MTRS Inc 8.9% HeldVVV Valvoline Inc 8.5% Trimmed −26%COMP Compass Inc 6.8% Added +101%USFD US Foods HLDG Corp 6.3% Trimmed −18%CTRI Centuri Holdings Inc 6.1% Trimmed −8%QTWO Q2 Hldgs Inc 5.8% Trimmed −2%BATRK Atlanta Braves Hldgs Inc 5.4% HeldWBI Waterbridge Infrastructure L 5.1% Added +10%CCK Crown Hldgs Inc 4.6% Trimmed −31%VERX Vertex Inc 4.6% Trimmed −15%
What changed