Tensile Capital Management LP holds a focused book of 22 reported positions worth $724.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vistance Networks Inc and trimmed Valvoline Inc. Their largest long position is Dick's Sporting Goods Inc at 11% of the reported non-option book.
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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tensile Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Long Path Partners LP | 2 / 22 | $77.8M |
| Lead Edge Capital Management, LLC | 2 / 22 | $124.0M |
| Abrams Capital Management, L.P. | 2 / 22 | $911.1M |
| Pertento Partners LLP | 2 / 22 | $295.9M |
| Scopia Capital Management LP | 2 / 22 | $14.7M |
| HMI Capital Management, L.P. | 2 / 22 | $93.6M |
| Gagnon Advisors, LLC | 3 / 22 | $19.0M |
| Karl Kapital LLC | 2 / 22 | $18.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Tensile Capital Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dicks Sporting Goods Inc COM | $81.2M | 357.8K | 11.2% | —Held | |
| 2 | Tyler Technologies Inc COM | $71.7M | 245.0K | 9.9% | ▲+377% Added · +194K sh | |
| 3 | Lithia MTRS Inc COM | $64.8M | 223.0K | 8.9% | —Held | |
| 4 | Valvoline Inc COM | $61.4M | 1.55M | 8.5% | ▼−26% Reduced · −545K sh | |
| 5 | Compass Inc CL A | $49.5M | 4.01M | 6.8% | ▲+101% Added · +2.0M sh | |
| 6 | US Foods Hldg Corp COM | $45.6M | 446.0K | 6.3% | ▼−18% Reduced · −95K sh | |
| 7 | Centuri Holdings Inc COM SHS | $44.4M | 1.47M | 6.1% | ▼−7.8% Reduced · −124K sh | |
| 8 | Q2 Hldgs Inc COM | $41.8M | 868.8K | 5.8% | ▼−2.4% Reduced · −21K sh | |
| 9 | Atlanta Braves Hldgs Inc COM SER C | $39.1M | 753.9K | 5.4% | —Held | |
| 10 | Waterbridge Infrastructure L CL A SHS REPSTG | $37.1M | 1.08M | 5.1% | ▲+9.9% Added · +98K sh | |
| 11 | Crown Hldgs Inc COM | $33.6M | 300.2K | 4.6% | ▼−31% Reduced · −135K sh | |
| 12 | Vertex Inc CL A | $33.3M | 2.90M | 4.6% | ▼−15% Reduced · −500K sh | |
| 13 | Equinix Inc COM | $25.4M | 24.4K | 3.5% | ▼−7.6% Reduced · −2K sh | |
| 14 | Blackline Inc COM | $19.5M | 694.8K | 2.7% | ▼−7.5% Reduced · −56K sh | |
| 15 | U Haul Holding Company COM SER N | $18.3M | 316.6K | 2.5% | ▼−17% Reduced · −65K sh | |
| 16 | Champion Homes Inc COM | $17.9M | 203.6K | 2.5% | ▼−3.6% Reduced · −8K sh | |
| 17 | Ncino Inc COM | $17.3M | 1.06M | 2.4% | ▲+5.1% Added · +51K sh | |
| 18 | Appfolio Inc COM CL A | $11.7M | 73.0K | 1.6% | ▲+38% Added · +20K sh | |
| 19 | Helix Energy Solutions Grp I COM | $4.3M | 490.3K | 0.6% | ▼−42% Reduced · −360K sh | |
| 20 | Vistance Networks Inc COM | $4.0M | 315.5K | 0.6% | ▲New New position | |
| 21 | Alight Inc COM CL A | $1.8M | 3.21M | 0.2% | ▼−15% Reduced · −547K sh | |
| 22 | Fox Factory Hldg Corp COM | $688K | 40.6K | 0.1% | ▼−83% Reduced · −196K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.