2026 Q2 Portfolio Activity
In 2026 Q2, Tensile Capital Management LP maintained a portfolio of 26 distinct positions. The most significant new addition was VISTANCE NETWORKS INC, now representing 0.56% of the total fund value. They heavily accumulated shares in TYLER TECHNOLOGIES INC, increasing the position by 377.0%. Conversely, Tensile Capital Management LP completely exited their position in CLEARWATER ANALYTICS HOLDINGS .
Position History
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Total Positions
26
Quarter
2026 Q2
Top Holding
DKS (11.2%)
Top 10 Concentration
74.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
Tensile Capital Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 11.21% | 10.16% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
357,844 | $81,162,598 |
$35.58
+279.7%
|
2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TYL
TYLER TECHNOLOG...
|
Technology | 9.90% | 2.52% |
#2
13
Prev: #15
|
8.5 |
—
|
193,668 | 377.0% |
P
S
|
245,043 | $71,665,276 |
$302.93
+24.8%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LAD
LITHIA MTRS INC
|
Consumer Cyclical | 8.94% | 7.97% |
#3
Prev: #3
|
5.6 |
—
|
no change | no change |
P
S
|
222,963 | $64,768,522 |
$142.33
+160.3%
|
2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VVV
VALVOLINE INC
|
Consumer Cyclical | 8.48% | 10.12% |
#4
2
Prev: #2
|
3.9 |
—
|
-545,000 | -26.0% |
P
S
|
1,553,843 | $61,438,952 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COMP
COMPASS INC
|
Real Estate | 6.83% | 2.09% |
#5
15
Prev: #20
|
6.2 |
—
|
2,015,000 | 100.9% |
P
S
|
4,012,399 | $49,472,880 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
USFD
US FOODS HLDG C...
|
Consumer Defensive | 6.30% | 7.14% |
#6
2
Prev: #4
|
3.0 |
—
|
-95,000 | -17.6% |
P
S
|
446,042 | $45,607,795 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTRI
CENTURI HOLDING...
|
Utilities | 6.13% | 6.65% |
#7
2
Prev: #5
|
3.0 |
—
|
-124,197 | -7.8% |
P
S
|
1,467,046 | $44,363,471 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QTWO
Q2 HLDGS INC
|
Technology | 5.77% | 6.03% |
#8
1
Prev: #7
|
2.8 |
—
|
-21,000 | -2.4% |
P
S
|
868,767 | $41,787,693 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BATRK
ATLANTA BRAVES ...
|
Communication Services | 5.40% | 4.61% |
#9
Prev: #9
|
3.2 |
—
|
no change | no change |
P
S
|
753,879 | $39,126,320 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WB
WATERBRIDGE INF...
|
Communication Services | 5.12% | 3.78% |
#10
1
Prev: #11
|
4.0 |
—
|
97,959 | 9.9% |
P
S
|
1,082,533 | $37,098,406 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCK
CROWN HLDGS INC
|
Consumer Cyclical | 4.63% | 6.25% |
#11
5
Prev: #6
|
1.9 |
—
|
-135,000 | -31.0% |
P
S
|
300,165 | $33,564,450 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VERX
VERTEX INC
|
Technology | 4.59% | 5.79% |
#12
4
Prev: #8
|
2.3 |
—
|
-500,000 | -14.7% |
P
S
|
2,898,563 | $33,275,503 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 3.51% | 3.70% |
#13
1
Prev: #12
|
1.9 |
—
|
-2,000 | -7.6% |
P
S
|
24,392 | $25,425,977 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BL
BLACKLINE INC
|
Technology | 2.69% | 3.98% |
#14
4
Prev: #10
|
1.6 |
—
|
-55,940 | -7.5% |
P
S
|
694,846 | $19,504,327 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UHAL/B
U HAUL HOLDING ...
|
Industrials | 2.52% | 2.44% |
#15
1
Prev: #16
|
1.5 |
—
|
-64,785 | -17.0% |
P
S
|
316,610 | $18,268,397 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SKY
CHAMPION HOMES ...
|
Consumer Cyclical | 2.48% | 2.25% |
#16
2
Prev: #18
|
1.5 |
—
|
-7,560 | -3.6% |
P
S
|
203,583 | $17,939,734 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NCNO
NCINO INC
|
Technology | 2.39% | 2.16% |
#17
2
Prev: #19
|
3.0 |
—
|
51,450 | 5.1% |
P
S
|
1,056,592 | $17,275,279 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPF
APPFOLIO INC
|
Technology | 1.62% | 1.20% |
#18
4
Prev: #22
|
3.1 |
—
|
20,000 | 37.7% |
P
S
|
73,000 | $11,705,550 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HLX
HELIX ENERGY SO...
|
Energy | 0.59% | 1.20% |
#19
2
Prev: #21
|
0.2 |
—
|
-359,669 | -42.3% |
P
S
|
490,277 | $4,285,021 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COMM
VISTANCE NETWOR...
|
Unknown | 0.56% | — |
#20
Prev: #—
|
3.7 |
—
|
315,453 | — |
NEW
|
315,453 | $4,031,489 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALIT
ALIGHT INC
|
Technology | 0.25% | 0.31% |
#21
4
Prev: #25
|
0.6 |
—
|
-546,728 | -14.5% |
P
S
|
3,213,744 | $1,799,697 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FOXF
FOX FACTORY HLD...
|
Consumer Cyclical | 0.09% | 0.56% |
#22
2
Prev: #24
|
0.0 |
—
|
-195,939 | -82.8% |
P
S
|
40,573 | $687,509 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 0.00% | 1.04% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-525,202 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVCO
CAVCO INDUSTRIE...
|
Consumer Cyclical | 0.00% | 2.29% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-33,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NE
NOBLE CORP PLC
|
Energy | 0.00% | 2.81% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-399,375 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CWAN
CLEARWATER ANAL...
|
Technology | 0.00% | 2.98% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-879,674 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-26 of 26 holdings