Tensile Capital Management Lp Top Holdings and 13F Report (2025) About Tensile Capital Management LpInvestment ActivityTensile Capital Management Lp has $783.85 thousand in total holdings as of March 31, 2025.Tensile Capital Management Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.20% of the portfolio was purchased this quarter.About 8.95% of the portfolio was sold this quarter.This quarter, Tensile Capital Management Lp has purchased 17 new stocks and bought additional shares in 4 stocks.Tensile Capital Management Lp sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Vertex $128,153DICK'S Sporting Goods $76,360Lithia Motors $69,137Q2 $68,950Valvoline $68,408 Largest New Holdings this Quarter G9460G101 - Valaris $25,912 Holding42330P107 - Helix Energy Solutions Group $6,425 Holding Largest Purchases this Quarter Valaris 660,000 shares (about $25.91K)Helix Energy Solutions Group 773,162 shares (about $6.43K)BlackLine 130,488 shares (about $6.32K)nCino 200,000 shares (about $5.49K)Valvoline 125,000 shares (about $4.35K) Largest Sales this Quarter Academy Sports and Outdoors 245,000 shares (about $11.17K)DICK'S Sporting Goods 48,000 shares (about $9.67K)Vertex 109,076 shares (about $3.82K)Atlanta Braves 95,000 shares (about $3.80K)Workiva 23,052 shares (about $1.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTensile Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVERXVertex$128,153$3,819 ▼-2.9%3,660,47416.3%Computer and TechnologyDKSDICK'S Sporting Goods$76,360$9,675 ▼-11.2%378,8449.7%Retail/WholesaleLADLithia Motors$69,1370.0%235,5278.8%Retail/WholesaleQTWOQ2$68,950$480 ▼-0.7%861,7678.8%Computer and TechnologyVVVValvoline$68,408$4,351 ▲6.8%1,965,1798.7%Retail/WholesaleCCKCrown$54,041$861 ▼-1.6%605,4306.9%IndustrialsUSFDUS Foods$53,942$1,458 ▼-2.6%824,0426.9%Consumer StaplesNCNOnCino$44,741$5,494 ▲14.0%1,628,7345.7%Computer and TechnologyBLBlackLine$42,197$6,318 ▲17.6%871,4855.4%Computer and TechnologyALITAlight$38,798$182 ▼-0.5%6,542,6764.9%Computer and TechnologyBATRKAtlanta Braves$35,365$3,801 ▼-9.7%883,9074.5%Multi-Sector ConglomeratesVALValaris$25,912$25,912 ▲New Holding660,0003.3%EnergyEQIXEquinix$21,1110.0%25,8922.7%FinancePROPROS$19,265$128 ▲0.7%1,012,3622.5%Computer and TechnologyWKWorkiva$16,341$1,750 ▼-9.7%215,2692.1%Computer and TechnologyASOAcademy Sports and Outdoors$12,864$11,175 ▼-46.5%282,0391.6%Consumer DiscretionaryHLXHelix Energy Solutions Group$6,425$6,425 ▲New Holding773,1620.8%EnergyRUSHARush Enterprises$1,8350.0%34,3540.2%Retail/WholesaleSMARSmartsheet$0$36,969 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
