Tensile Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$800.4M
Holdings
22
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VERXVERTEX INC | 3,804,409 | $94.3M | 11.78% | |
| 2 | DKSDICKS SPORTING GOODS | 357,844 | $79.5M | 9.94% | |
| 3 | VVVVALVOLINE INC | 2,078,843 | $74.7M | 9.33% | |
| 4 | LADLITHIA MTRS INC | 235,527 | $74.4M | 9.30% | |
| 5 | USFDUS FOODS HLDG CORP | 764,042 | $58.5M | 7.31% | |
| 6 | QTWOQ2 HOLDINGS INC | 779,767 | $56.4M | 7.05% | |
| 7 | CCKCROWN HOLDINGS INC COM STK | 533,165 | $51.5M | 6.43% | |
| 8 | CWANCLEARWATER ANALYTICS HLDGS I | 2,524,672 | $45.5M | 5.68% | |
| 9 | BLBLACKLINE INC | 812,685 | $43.2M | 5.39% | |
| 10 | BATRAATLANTA BRAVES HOLDINGS INC | 753,907 | $31.4M | 3.92% | |
| 11 | NCNONCINO INC | 901,539 | $24.4M | 3.05% | |
| 12 | SKYCHAMPION HOMES INC | 308,162 | $23.5M | 2.94% | |
| 13 | ALITALIGHT INC. | 6,948,894 | $22.7M | 2.83% | |
| 14 | PROPRO HOLDINGS INC | 974,126 | $22.3M | 2.79% | |
| 15 | EQIXEQUINIX INC | 27,892 | $21.8M | 2.73% | |
| 16 | VALVALARIS LTD | 389,419 | $19.0M | 2.37% | |
| 17 | CTRICENTURI HOLDINGS INC | 812,088 | $17.2M | 2.15% | |
| 18 | NENOBLE CORP PLC | 452,611 | $12.8M | 1.60% | |
| 19 | ASOACADEMY SPORTS & OUTDOORS | 194,875 | $9.7M | 1.22% | |
| 20 | CTVHELIX ENERGY SOLUTIONS GRP I | 1,290,959 | $8.5M | 1.06% | |
| 21 | WBIWATERBRIDGE INFRASTRUCTURE L | 300,000 | $7.6M | 0.95% | |
| 22 | RUSHARUSH ENTERPRISES INC | 26,454 | $1.4M | 0.18% |