Tensile Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Tensile Capital Management LP held in its portfolio 24 assets valued at $772,044 (i.e. $772.04K).

The most valuable assets in the portfolio included: LITHIA MTRS INC ($74.70K), DICKS SPORTING GOODS ($70.84K), and VERTEX INC ($68.30K).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Tensile Capital Management LP Portfolio

LITHIA MTRS INC

DICKS SPORTING GOODS

VERTEX INC

CROWN HOLDINGS INC COM STK

VALVOLINE INC

US FOODS HLDG CORP

CLEARWATER ANALYTICS HLDGS I

Q2 HOLDINGS INC

CENTURI HOLDINGS INC

BLACKLINE INC

Tensile Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
LITHIA MTRS INC	224790	74704	COM
DICKS SPORTING GOODS	357844	70842	COM
VERTEX INC	3419994	68297	CL A
CROWN HOLDINGS INC COM STK	612165	63035	COM
VALVOLINE INC	2098843	60992	COM
US FOODS HLDG CORP	764042	57548	COM
CLEARWATER ANALYTICS HLDGS I	2364674	57036	CL A
Q2 HOLDINGS INC	679767	49052	COM
CENTURI HOLDINGS INC	1866243	47123	COM SHS
BLACKLINE INC	790945	43731	COM
ATLANTA BRAVES HOLDINGS INC	753879	29741	COM C
NCINO INC	1085142	27823	COM
EQUINIX INC	27892	21370	COM
CHAMPION HOMES INC	248562	21003	COM
VALARIS LTD	339419	17107	CL A
NOBLE CORP PLC	529375	14950	ORD SHS A
WATERBRIDGE INFRASTRUCTURE L	528806	10581	CL A SHS REPSTG
ONESTREAM INC	541070	9945	CL A
ALIGHT INC.	3760472	7333	COM CL A
ARCBEST CORP	81230	6026	COM
HELIX ENERGY SOLUTIONS GRP I	849946	5329	COM
ACADEMY SPORTS & OUTDOORS	75039	3749	COM
U HAUL HOLDING COMPANY	63395	2963	COM SER N
U HAUL HOLDING COMPANY	35000	1764	COM