Tensile Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$772.0M
Holdings
24
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LADLITHIA MTRS INC | 224,790 | $74.7M | 9.68% | |
| 2 | DKSDICKS SPORTING GOODS | 357,844 | $70.8M | 9.18% | |
| 3 | VERXVERTEX INC | 3,419,994 | $68.3M | 8.85% | |
| 4 | CCKCROWN HOLDINGS INC COM STK | 612,165 | $63.0M | 8.16% | |
| 5 | VVVVALVOLINE INC | 2,098,843 | $61.0M | 7.90% | |
| 6 | USFDUS FOODS HLDG CORP | 764,042 | $57.5M | 7.45% | |
| 7 | CWANCLEARWATER ANALYTICS HLDGS I | 2,364,674 | $57.0M | 7.39% | |
| 8 | QTWOQ2 HOLDINGS INC | 679,767 | $49.1M | 6.35% | |
| 9 | CTRICENTURI HOLDINGS INC | 1,866,243 | $47.1M | 6.10% | |
| 10 | BLBLACKLINE INC | 790,945 | $43.7M | 5.66% | |
| 11 | BATRAATLANTA BRAVES HOLDINGS INC | 753,879 | $29.7M | 3.85% | |
| 12 | NCNONCINO INC | 1,085,142 | $27.8M | 3.60% | |
| 13 | EQIXEQUINIX INC | 27,892 | $21.4M | 2.77% | |
| 14 | SKYCHAMPION HOMES INC | 248,562 | $21.0M | 2.72% | |
| 15 | VALVALARIS LTD | 339,419 | $17.1M | 2.22% | |
| 16 | NENOBLE CORP PLC | 529,375 | $14.9M | 1.94% | |
| 17 | WBIWATERBRIDGE INFRASTRUCTURE L | 528,806 | $10.6M | 1.37% | |
| 18 | OSONESTREAM INC | 541,070 | $9.9M | 1.29% | |
| 19 | ALITALIGHT INC. | 3,760,472 | $7.3M | 0.95% | |
| 20 | ARCBARCBEST CORP | 81,230 | $6.0M | 0.78% | |
| 21 | CTVHELIX ENERGY SOLUTIONS GRP I | 849,946 | $5.3M | 0.69% | |
| 22 | ASOACADEMY SPORTS & OUTDOORS | 75,039 | $3.7M | 0.49% | |
| 23 | UHAL/BU HAUL HOLDING COMPANY | 63,395 | $3.0M | 0.38% | |
| 24 | UHALU HAUL HOLDING COMPANY | 35,000 | $1.8M | 0.23% |