StockDriftsStockDriftsTop 25 Tensile Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DKS | DICK'S SPORTING GOODS INC | 10.16% | 357.8K | $71.0M | +0.00%(+0) | $114.57(+106.14%) | 2026-03-31 | |
| VVV | VALVOLINE INC | 10.12% | 2.10M | $70.7M | +0.00%(+0) | $27.15(+43.95%) | 2026-03-31 | |
| LAD | LITHIA MOTORS INC | 7.97% | 223.0K | $55.7M | -0.81%(-1.83K) | $178.13(+71.92%) | 2026-03-31 | |
| USFD | US FOODS HOLDING CORP | 7.14% | 541.0K | $49.9M | -29.19%(-223.00K) | $41.76(+149.76%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 6.65% | 1.59M | $46.5M | -14.74%(-275.00K) | $22.60(+21.20%) | 2026-03-31 | |
| CCK | CROWN HOLDINGS INC | 6.25% | 435.2K | $43.6M | -28.91%(-177.00K) | $51.87(+118.41%) | 2026-03-31 | |
| QTWO | Q2 HOLDINGS INC | 6.03% | 889.8K | $42.1M | +30.89%(+210.00K) | $37.80(+39.24%) | 2026-03-31 | |
| VERX | VERTEX INC | 5.79% | 3.40M | $40.4M | -0.63%(-21.43K) | $14.61(-12.02%) | 2026-03-31 | |
| BATRK | ATLANTA BRAVES HOLDINGS INC | 4.61% | 753.9K | $32.2M | +0.00%(+0) | $24.25(+117.57%) | 2026-03-31 | |
| BL | BLACKLINE INC | 3.98% | 750.8K | $27.8M | -5.08%(-40.16K) | $58.41(-48.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.87% | +12.05% |
| Top 20 Holdings Unweighted | +7.74% | +25.08% |
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