Tensile Capital Management LP holds a focused book of 25 stocks worth $698.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Tyler Technologies Inc and trimmed Lithia Motors Inc. Their largest long position is Dick's Sporting Goods Inc at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1598843/holdings"
Use Arkolith to show Tensile Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dick's Sporting Goods Inc COM | $71.0M | 357.8K | 10.2% | —Held | |
| 2 | Valvoline Inc COM | $70.7M | 2.10M | 10.1% | —Held | |
| 3 | Lithia Motors Inc COM | $55.7M | 223.0K | 8.0% | ▼−0.8% Reduced · −2K sh | |
| 4 | US Foods Holding Corp COM | $49.9M | 541.0K | 7.1% | ▼−29% Reduced · −223K sh | |
| 5 | Centuri Holdings Inc COM SHS | $46.5M | 1.59M | 6.7% | ▼−15% Reduced · −275K sh | |
| 6 | Crown Holdings Inc COM | $43.6M | 435.2K | 6.2% | ▼−29% Reduced · −177K sh | |
| 7 | Q2 Holdings Inc COM | $42.1M | 889.8K | 6.0% | ▲+31% Added · +210K sh | |
| 8 | Vertex Inc CL A | $40.4M | 3.40M | 5.8% | ▼−0.6% Reduced · −21K sh | |
| 9 | Atlanta Braves Holdings Inc COM SER C | $32.2M | 753.9K | 4.6% | —Held | |
| 10 | Blackline Inc COM | $27.8M | 750.8K | 4.0% | ▼−5.1% Reduced · −40K sh | |
| 11 | Waterbridge Infrastructure LLC CL A SHS REPSTG | $26.4M | 984.6K | 3.8% | ▲+86% Added · +456K sh | |
| 12 | Equinix Inc COM | $25.9M | 26.4K | 3.7% | ▼−5.4% Reduced · −2K sh | |
| 13 | Clearwater Analytics Holdings Inc CL A | $20.8M | 879.7K | 3.0% | ▼−63% Reduced · −1.5M sh | |
| 14 | Noble Corp PLC ORD SHS A | $19.6M | 399.4K | 2.8% | ▼−25% Reduced · −130K sh | |
| 15 | Tyler Technologies Inc COM | $17.6M | 51.4K | 2.5% | ▲New New position | |
| 16 | U-Haul Holding Co COM SER N | $17.0M | 381.4K | 2.4% | ▲+502% Added · +318K sh | |
| 17 | Cavco Industries Inc COM | $16.0M | 33.0K | 2.3% | ▲New New position | |
| 18 | Champion Homes Inc COM | $15.7M | 211.1K | 2.2% | ▼−15% Reduced · −37K sh | |
| 19 | Ncino Inc COM | $15.1M | 1.01M | 2.2% | ▼−7.4% Reduced · −80K sh | |
| 20 | Compass Inc CL A | $14.6M | 2.00M | 2.1% | ▲New New position | |
| 21 | Helix Energy Solutions Group Inc COM | $8.4M | 849.9K | 1.2% | —Held | |
| 22 | Appfolio Inc COM CL A | $8.4M | 53.0K | 1.2% | ▲New New position | |
| 23 | Cellebrite Di Ltd ORDINARY SHARES | $7.2M | 525.2K | 1.0% | ▲New New position | |
| 24 | Fox Factory Holding Corp COM | $3.9M | 236.5K | 0.6% | ▲New New position | |
| 25 | Alight Inc COM CL A | $2.2M | 3.76M | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.