StockDriftsStockDriftsTop 22 Tensile Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | 11.21% | 357.8K | $81.2M | +0.00%(+0) | $114.57(+76.28%) | 2026-06-30 | |
| TYL | TYLER TECHNOLOGIES INC | 9.9% | 245.0K | $71.7M | +376.97%(+193.67K) | $333.86(-1.56%) | 2026-06-30 | |
| LAD | LITHIA MTRS INC | 8.94% | 223.0K | $64.8M | +0.00%(+0) | $178.13(+111.96%) | 2026-06-30 | |
| VVV | VALVOLINE INC | 8.48% | 1.55M | $61.4M | -25.97%(-545.00K) | $27.15(+25.94%) | 2026-06-30 | |
| COMP | COMPASS INC | 6.83% | 4.01M | $49.5M | +100.88%(+2.02M) | $9.26(+35.26%) | 2026-06-30 | |
| USFD | US FOODS HLDG CORP | 6.3% | 446.0K | $45.6M | -17.56%(-95.00K) | $41.76(+160.85%) | 2026-06-30 | |
| CTRI | CENTURI HOLDINGS INC | 6.13% | 1.47M | $44.4M | -7.81%(-124.20K) | $22.60(+5.80%) | 2026-06-30 | |
| QTWO | Q2 HLDGS INC | 5.77% | 868.8K | $41.8M | -2.36%(-21.00K) | $37.80(+71.25%) | 2026-06-30 | |
| BATRK | ATLANTA BRAVES HLDGS INC | 5.4% | 753.9K | $39.1M | +0.00%(+0) | $24.25(+117.36%) | 2026-06-30 | |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 5.12% | 1.08M | $37.1M | +9.95%(+97.96K) | $24.38(+30.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.78% | +21.76% | +1.84% | +9.52% |
| Top 20 Holdings Unweighted | +10.04% | +33.25% | +6.22% | +35.20% |
Tensile Capital Management LP reports $724.25M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are DKS (11.2%), TYL (9.9%) and LAD (8.9%). The top 20 holdings account for 99.66% of reported assets. Its disclosed equity book has returned +21.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tensile Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1598843). View Tensile Capital Management LP’s 13F filings on SEC