Tensile Capital Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Tensile Capital Management LP

CIK Number: 0001598843

828.48M
Market Value
18
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VERX Vertex, Inc.
24.33
+1.93% 3.66M -2.89% 128.15M 14.85 16.35% Share
2 DKS DICK'S Sporting...
231.09
+1.77% 378.84K -11.25% 76.36M 53.63 9.74% Share
3 LAD Lithia Motors, ...
343.76
+1.99% 235.53K 0.00% 69.14M 158.98 8.82% Share
4 QTWO Q2 Holdings, In...
82.71
+0.73% 861.77K -0.69% 68.95M 33.04 8.80% Share
5 VVV Valvoline Inc.
40.55
+3.00% 1.97M +6.79% 68.41M 26.04 8.73% Share
6 CCK Crown Holdings,...
97.58
+3.20% 605.43K -1.57% 54.04M 61.22 6.89% Share
7 USFD US Foods Holdin...
79.89
+2.66% 824.04K -2.63% 53.94M 42.16 6.88% Share
8 NCNO nCino, Inc.
30.46
+1.60% 1.63M +14.00% 44.74M 31.7 5.71% Share
9 BL BlackLine, Inc.
55.09
+2.66% 871.49K +17.61% 42.2M 54.73 5.38% Share
10 ALIT Alight, Inc.
3.78
+5.59% 6.54M -0.47% 38.8M 8.98 4.95% Share
11 BATRK Atlanta Braves ...
42.40
+1.44% 883.91K -9.7% 35.37M 35.75 4.51% Share
12 VAL Valaris Limited
52.82
+0.27% 660K +100.00% 25.91M 39.26 3.31% Share
13 EQIX Equinix, Inc.
797.48
+2.16% 25.89K 0.00% 21.11M 532.57 2.69% Share
14 PRO PROS Holdings, ...
15.48
+2.38% 1.01M +0.67% 19.27M 21.01 2.46% Share
15 WK Workiva Inc.
78.44
+3.73% 215.27K -9.67% 16.34M 73.8 2.08% Share
16 ASO Academy Sports ...
48.02
-0.39% 282.04K -46.49% 12.86M 41.02 1.64% Share
17 HLX Helix Energy So...
6.34
+0.96% 773.16K +100.00% 6.42M 8.31 0.82% Share
18 RUSHA Rush Enterprise...
57.59
+1.55% 34.35K 0.00% 1.83M 52.83 0.23% Share