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.
25.61
-3.36% 3.66M -2.89% 128.15M 14.85 16.35% Share
2 DKS DICK'S Sporting...
222.77
-1.42% 378.84K -11.25% 76.36M 53.63 9.74% Share
3 LAD Lithia Motors, ...
308.22
-2.18% 235.53K 0.00% 69.14M 158.98 8.82% Share
4 QTWO Q2 Holdings, In...
74.80
-2.08% 861.77K -0.69% 68.95M 33.04 8.80% Share
5 VVV Valvoline Inc.
39.40
-1.18% 1.97M +6.79% 68.41M 26.04 8.73% Share
6 CCK Crown Holdings,...
101.07
-1.71% 605.43K -1.57% 54.04M 61.22 6.89% Share
7 USFD US Foods Holdin...
77.12
-1.95% 824.04K -2.63% 53.94M 42.16 6.88% Share
8 NCNO nCino, Inc.
27.55
-2.13% 1.63M +14.00% 44.74M 31.7 5.71% Share
9 BL BlackLine, Inc.
50.34
-1.79% 871.49K +17.61% 42.2M 54.73 5.38% Share
10 ALIT Alight, Inc.
3.65
-5.81% 6.54M -0.47% 38.8M 8.98 4.95% Share
11 BATRK Atlanta Braves ...
43.88
-1.57% 883.91K -9.7% 35.37M 35.75 4.51% Share
12 VAL Valaris Limited
46.59
-1.49% 660K +100.00% 25.91M 39.26 3.31% Share
13 EQIX Equinix, Inc.
774.95
-1.15% 25.89K 0.00% 21.11M 532.57 2.69% Share
14 PRO PROS Holdings, ...
14.29
-4.7% 1.01M +0.67% 19.27M 21.01 2.46% Share
15 WK Workiva Inc.
72.96
-2.51% 215.27K -9.67% 16.34M 73.8 2.08% Share
16 ASO Academy Sports ...
54.84
-0.56% 282.04K -46.49% 12.86M 41.02 1.64% Share
17 HLX Helix Energy So...
5.74
-2.71% 773.16K +100.00% 6.42M 8.31 0.82% Share
18 RUSHA Rush Enterprise...
57.35
-2.71% 34.35K 0.00% 1.83M 52.83 0.23% Share