Tensile Capital Management LP
CIK 1598843
13F filing for Q2 2026・No. 3,150
- Holdings
- US$724.25M
- Quarter change
- +US$25.76M
- Entries
- 22
- Net bought (estimate)
- −US$42.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 4
- Cut 13
- Added 5
- Corporate actions 0
- Unchanged 3
Largest holdings
22 stocks worth US$724.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DKSDICKS SPORTING GOODS INCCOM | Unchanged | 357,844 | US$81.16M | 11.21% |
| TYLTYLER TECHNOLOGIES INCCOM | Added | 245,043 | US$71.67M | 9.90% |
| LADLITHIA MTRS INCCOM | Unchanged | 222,963 | US$64.77M | 8.94% |
| VVVVALVOLINE INCCOM | Cut | 1,553,843 | US$61.44M | 8.48% |
| COMPCOMPASS INCCL A | Added | 4,012,399 | US$49.47M | 6.83% |
| USFDUS FOODS HLDG CORPCOM | Cut | 446,042 | US$45.61M | 6.30% |
| CTRICENTURI HOLDINGS INCCOM SHS | Cut | 1,467,046 | US$44.36M | 6.13% |
| QTWOQ2 HLDGS INCCOM | Cut | 868,767 | US$41.79M | 5.77% |
| BATRKATLANTA BRAVES HLDGS INCCOM SER C | Unchanged | 753,879 | US$39.13M | 5.40% |
| WATERBRIDGE INFRASTRUCTURE LCL A SHS REPSTG | Added | 1,082,533 | US$37.1M | 5.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.