Q2 2026 13F · SEC CIK 1598843
Tensile Capital Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $724.3M
- Reported positions
- 22
- Top holdings a year, 3 yrs
- +6.2%
- Assets under management
- $1.8B
Tensile Capital Management LP is a hedge fund that reported 22 positions worth $724.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Dicks Sporting Goods Inc Com (DKS, 11.2%), Tyler Technologies Inc (TYL, 9.9%), Lithia Mtrs Inc (LAD, 8.9%). A portfolio copying its top holdings returned 6.2% a year over the last 3 years, against 20.4% for the S&P 500.
Tensile Capital Management LP holdings all 22 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DKSDicks Sporting Goods Inc Com | 11.2% | +0.0% | $81.2M |
| TYLTyler Technologies Inc | 9.9% | +377.0% | $71.7M |
| LADLithia Mtrs Inc | 8.9% | +0.0% | $64.8M |
| VVVValvoline Inc | 8.5% | -26.0% | $61.4M |
| COMPCompass Inc | 6.8% | +100.9% | $49.5M |
| USFDUS Foods Hldg Corp | 6.3% | -17.6% | $45.6M |
| CTRICenturi Holdings Inc | 6.1% | -7.8% | $44.4M |
| QTWOQ2 Holdings, Inc. | 5.8% | -2.4% | $41.8M |
| BATRKAtlanta Braves Holdings Inc | 5.4% | +0.0% | $39.1M |
| WBIWaterbridge Infrastructure L | 5.1% | +9.9% | $37.1M |
| CCKCrown Hldgs Inc | 4.6% | -31.0% | $33.6M |
| VERXVertex Inc | 4.6% | -14.7% | $33.3M |
| EQIXEquinix Inc | 3.5% | -7.6% | $25.4M |
| BLBlackline Inc | 2.7% | -7.5% | $19.5M |
| UHALBU Haul Holding Company Com Ser N | 2.5% | -17.0% | $18.3M |
| SKYChampion Homes Inc | 2.5% | -3.6% | $17.9M |
| NCNONcino Inc | 2.4% | +5.1% | $17.3M |
| APPFAppfolio Inc | 1.6% | +37.7% | $11.7M |
| HLXHelix Energy Solutions Group I | 0.6% | -42.3% | $4.3M |
| VISNVistance Networks Inc | 0.6% | — | $4.0M |
| ALITAlight Inc | 0.2% | -14.5% | $1.8M |
| FOXFFox Factory Hldg Corp | 0.1% | -82.8% | $688K |
What Tensile Capital Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- VISN Vistance Networks Inc0.6% of 13F
Added to
- TYL Tyler Technologies Inc+377.0% shares
- COMP Compass Inc+100.9% shares
- APPF Appfolio Inc+37.7% shares
- WBI Waterbridge Infrastructure L+9.9% shares
- NCNO Ncino Inc+5.1% shares
Reduced
- FOXF Fox Factory Hldg Corp-82.8% shares
- HLX Helix Energy Solutions Group I-42.3% shares
- CCK Crown Hldgs Inc-31.0% shares
- VVV Valvoline Inc-26.0% shares
- USFD US Foods Hldg Corp-17.6% shares
- UHALB U Haul Holding Company Com Ser N-17.0% shares
- VERX Vertex Inc-14.7% shares
- ALIT Alight Inc-14.5% shares
Sold out
- CWAN Clearwater Analytics Hldgs Iwas 3.0%
- NE Noble Corporation PLC Class Awas 2.8%
- CVCO Cavco Industries Incwas 2.3%
- CLBT Cellebrite Di Ltdwas 1.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.0% /yr
- S&P 500 +20.1%
- 3 years
- +6.2% /yr
- S&P 500 +20.4%
- 5 years
- +2.7% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $724.3M | 22 |
| Q1 2026 | $698.5M | 25 |
| Q4 2025 | $772.0M | 24 |
| Q3 2025 | $800.4M | 22 |
| Q2 2025 | $828.5M | 21 |
| Q1 2025 | $783.8M | 18 |
| Q4 2024 | $962.5M | 17 |
| Q3 2024 | $924.9M | 17 |
| Q2 2024 | $906.9M | 20 |
| Q1 2024 | $913.7M | 19 |
| Q4 2023 | $855.2M | 18 |
| Q3 2023 | $795.2M | 17 |
Questions about Tensile Capital Management LP's portfolio
What stocks does Tensile Capital Management LP own?
Tensile Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 22 positions worth $724.3M. The largest are Dicks Sporting Goods Inc Com (DKS) at 11.2%, Tyler Technologies Inc (TYL) at 9.9%, Lithia Mtrs Inc (LAD) at 8.9%, Valvoline Inc (VVV) at 8.5% and Compass Inc (COMP) at 6.8%.
What did Tensile Capital Management LP buy last quarter?
In Q2 2026, Tensile Capital Management LP added a new position in Vistance Networks Inc (VISN), Tyler Technologies Inc (TYL) (+377.0% shares), Compass Inc (COMP) (+100.9% shares) and Appfolio Inc (APPF) (+37.7% shares), compared with its Q1 2026 filing.
What did Tensile Capital Management LP sell last quarter?
In Q2 2026, Tensile Capital Management LP sold all of Clearwater Analytics Hldgs I (CWAN), sold all of Noble Corporation PLC Class A (NE), sold all of Cavco Industries Inc (CVCO), sold all of Cellebrite Di Ltd (CLBT), Fox Factory Hldg Corp (FOXF) (-82.8% shares), Helix Energy Solutions Group I (HLX) (-42.3% shares) and Crown Hldgs Inc (CCK) (-31.0% shares), compared with its Q1 2026 filing.
How has Tensile Capital Management LP's portfolio performed?
A portfolio copying Tensile Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.0% against +20.1%. Over 5 years: +2.7% a year against +11.6%.
When is Tensile Capital Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Tensile Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Tensile Capital Management LP manage?
Tensile Capital Management LP reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $724.3M.