Holdings of Tensile Capital Management LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 23 in 1 countries
- Top ten
- 71.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dick's Sporting Goods Inc | 357,844 | 71M $ | |
| 2 | Valvoline Inc | 2,098,843 | 70.7M $ | |
| 3 | Lithia Motors Inc | 222,963 | 55.7M $ | |
| 4 | US Foods Holding Corp | 541,042 | 49.9M $ | |
| 5 | Centuri Holdings Inc | 1,591,243 | 46.5M $ | |
| 6 | Crown Holdings Inc | 435,165 | 43.6M $ | |
| 7 | Q2 Holdings Inc | 889,767 | 42.1M $ | |
| 8 | Vertex Inc | 3,398,563 | 40.4M $ | |
| 9 | Atlanta Braves Holdings Inc | 753,879 | 32.2M $ | |
| 10 | BlackLine Inc | 750,786 | 27.8M $ | |
| 11 | WaterBridge Infrastructure LLC | 984,574 | 26.4M $ | |
| 12 | Equinix Inc | 26,392 | 25.9M $ | |
| 13 | Clearwater Analytics Holdings Inc | 879,674 | 20.8M $ | |
| 14 | Tyler Technologies Inc | 51,375 | 17.6M $ | |
| 15 | U-Haul Holding Co | 381,395 | 17M $ | |
| 16 | Cavco Industries Inc | 33,000 | 16M $ | |
| 17 | Champion Homes Inc | 211,143 | 15.7M $ | |
| 18 | nCino Inc | 1,005,142 | 15.1M $ | |
| 19 | Compass Inc | 1,997,399 | 14.6M $ | |
| 20 | Helix Energy Solutions Group Inc | 849,946 | 8.4M $ | |
| 21 | Appfolio Inc | 53,000 | 8.4M $ | |
| 22 | Fox Factory Holding Corp | 236,512 | 3.9M $ | |
| 23 | Alight Inc | 3,760,472 | 2.2M $ |
Sector breakdown
- Consumer staples 7.4 %
- Real estate 3.9 %
- Unattributed 88.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 23 | 671.7M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Tensile Capital Management LP". https://titelia.com/en/funds/US13F1598843