Tensile Capital Management Lp Top Holdings and 13F Report (2025) About Tensile Capital Management LpInvestment ActivityTensile Capital Management Lp has $828.48 thousand in total holdings as of June 30, 2025.Tensile Capital Management Lp owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.55% of the portfolio was purchased this quarter.About 6.48% of the portfolio was sold this quarter.This quarter, Tensile Capital Management Lp has purchased 18 new stocks and bought additional shares in 5 stocks.Tensile Capital Management Lp sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vertex $128,755Valvoline $77,262DICK'S Sporting Goods $75,730Lithia Motors $75,512Q2 $72,978 Largest New Holdings this Quarter 185123106 - Clearwater Analytics $29,781 Holding640491106 - Neogen $4,853 HoldingG65431127 - Noble $3,983 Holding Largest Purchases this Quarter Clearwater Analytics 1,357,990 shares (about $29.78K)Neogen 1,015,295 shares (about $4.85K)Noble 150,000 shares (about $3.98K)Valvoline 75,000 shares (about $2.84K)Helix Energy Solutions Group 317,797 shares (about $1.98K) Largest Sales this Quarter Valaris 215,000 shares (about $9.05K)nCino 278,030 shares (about $7.78K)Q2 82,000 shares (about $7.67K)Crown 60,000 shares (about $6.18K)Atlanta Braves 130,000 shares (about $6.08K) 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$128,755$587 ▼-0.5%3,643,85015.5%Computer and TechnologyVVVValvoline$77,262$2,840 ▲3.8%2,040,1799.3%Retail/WholesaleDKSDICK'S Sporting Goods$75,730$791 ▲1.1%382,8449.1%Retail/WholesaleLADLithia Motors$75,512$4,054 ▼-5.1%223,5279.1%Retail/WholesaleQTWOQ2$72,978$7,674 ▼-9.5%779,7678.8%Computer and TechnologyUSFDUS Foods$61,534$1,925 ▼-3.0%799,0427.4%Consumer StaplesCCKCrown$56,168$6,179 ▼-9.9%545,4306.8%IndustrialsBLBlackLine$45,946$3,397 ▼-6.9%811,4855.5%Computer and TechnologyNCNOnCino$37,779$7,776 ▼-17.1%1,350,7044.6%Computer and TechnologyBATRKAtlanta Braves$35,260$6,080 ▼-14.7%753,9074.3%Consumer DiscretionaryALITAlight$35,152$1,879 ▼-5.1%6,210,6764.2%Computer and TechnologyCWANClearwater Analytics$29,781$29,781 ▲New Holding1,357,9903.6%Computer and TechnologyEQIXEquinix$22,187$1,591 ▲7.7%27,8922.7%FinanceVALValaris$18,739$9,054 ▼-32.6%445,0002.3%EnergyWKWorkiva$12,988$1,747 ▼-11.9%189,7421.6%Computer and TechnologyASOAcademy Sports and Outdoors$12,765$127 ▲1.0%284,8751.5%Consumer DiscretionaryPROPROS$12,530$3,323 ▼-21.0%800,1361.5%Computer and TechnologyHLXHelix Energy Solutions Group$6,808$1,983 ▲41.1%1,090,9590.8%EnergyNEOGNeogen$4,853$4,853 ▲New Holding1,015,2950.6%MedicalNENoble$3,983$3,983 ▲New Holding150,0000.5%EnergyRUSHARush Enterprises$1,7700.0%34,3540.2%Retail/WholesaleShowing 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.
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