Tensile Capital Management
$724M 13F equity value
26 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tensile Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | 357,844 | $81M | 11.2% |
| TYL | TYLER TECHNOLOGIES INC | 245,043 | $72M | 9.9% |
| LAD | LITHIA MTRS INC | 222,963 | $65M | 8.9% |
| VVV | VALVOLINE INC | 1,553,843 | $61M | 8.5% |
| COMP | COMPASS INC | 4,012,399 | $49M | 6.8% |
| USFD | US FOODS HLDG CORP | 446,042 | $46M | 6.3% |
| CTRI | CENTURI HOLDINGS INC | 1,467,046 | $44M | 6.1% |
| QTWO | Q2 HLDGS INC | 868,767 | $42M | 5.8% |
| BATRK | ATLANTA BRAVES HLDGS INC | 753,879 | $39M | 5.4% |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 1,082,533 | $37M | 5.1% |
Track Tensile Capital Management's 13F portfolio: $724M in reported holdings, 26 positions. Top holdings and quarterly changes on SentiSense.
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