Tensile Capital Management Lp Top Holdings and 13F Report (2026) About Tensile Capital Management LpInvestment ActivityTensile Capital Management Lp has $698.49 million in total holdings as of March 31, 2026.Tensile Capital Management Lp owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 14.89% of the portfolio was purchased this quarter.About 13.68% of the portfolio was sold this quarter.This quarter, Tensile Capital Management Lp has purchased 24 new stocks and bought additional shares in 3 stocks.Tensile Capital Management Lp sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings DICK'S Sporting Goods $70,956,887Valvoline $70,689,032Lithia Motors $55,678,320US Foods $49,889,483CENTURI HOLDINGS INC $46,480,208 Largest New Holdings this Quarter 902252105 - Tyler Technologies $17,589,773 Holding149568107 - Cavco Industries $15,981,570 Holding20464U100 - Compass $14,600,987 Holding03783C100 - AppFolio $8,364,460 HoldingM2197Q107 - Cellebrite DI $7,237,284 Holding Largest Purchases this Quarter Tyler Technologies 51,375 shares (about $17.59M)Cavco Industries 33,000 shares (about $15.98M)Compass 1,997,399 shares (about $14.60M)U-HAUL HOLDING CO 318,000 shares (about $14.21M)WATERBRIDGE INFRASTRUCTURE LLC 455,768 shares (about $12.21M) Largest Sales this Quarter Clearwater Analytics 1,485,000 shares (about $35.12M)US Foods 223,000 shares (about $20.56M)Crown 177,000 shares (about $17.74M)CENTURI HOLDINGS INC 275,000 shares (about $8.03M)Noble 130,000 shares (about $6.38M) 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 PortfolioSectorDKSDICK'S Sporting Goods$70,956,8870.0%357,84410.2%Retail/WholesaleVVVValvoline$70,689,0320.0%2,098,84310.1%Retail/WholesaleLADLithia Motors$55,678,320$456,238 â–¼-0.8%222,9638.0%Retail/WholesaleUSFDUS Foods$49,889,483$20,562,830 â–¼-29.2%541,0427.1%Consumer StaplesCENTURI HOLDINGS INC$46,480,208$8,032,750 â–¼-14.7%1,591,2436.7%COM SHSCCKCrown$43,625,291$17,744,250 â–¼-28.9%435,1656.2%IndustrialsQTWOQ2$42,085,979$9,933,000 â–²30.9%889,7676.0%Computer and TechnologyVERXVertex$40,408,914$254,815 â–¼-0.6%3,398,5635.8%Computer and TechnologyBATRKAtlanta Braves$32,190,6330.0%753,8794.6%Consumer DiscretionaryBLBlackLine$27,779,082$1,485,883 â–¼-5.1%750,7864.0%Computer and TechnologyWATERBRIDGE INFRASTRUCTURE LLC$26,376,737$12,210,025 â–²86.2%984,5743.8%CL A SHS REPSTGEQIXEquinix$25,870,494$1,470,360 â–¼-5.4%26,3923.7%FinanceCWANClearwater Analytics$20,804,290$35,120,250 â–¼-62.8%879,6743.0%Computer and TechnologyNENoble$19,597,331$6,379,100 â–¼-24.6%399,3752.8%EnergyTYLTyler Technologies$17,589,773$17,589,773 â–²New Holding51,3752.5%Computer and TechnologyU-HAUL HOLDING CO$17,036,915$14,205,060 â–²501.6%381,3952.4%COM SER NCVCOCavco Industries$15,981,570$15,981,570 â–²New Holding33,0002.3%ConstructionSKYChampion Homes$15,702,705$2,782,851 â–¼-15.1%211,1432.2%ConstructionNCNOnCino$15,057,027$1,198,400 â–¼-7.4%1,005,1422.2%Computer and TechnologyCOMPCompass$14,600,987$14,600,987 â–²New Holding1,997,3992.1%Computer and TechnologyHLXHelix Energy Solutions Group$8,405,9660.0%849,9461.2%EnergyAPPFAppFolio$8,364,460$8,364,460 â–²New Holding53,0001.2%Computer and TechnologyCLBTCellebrite DI$7,237,284$7,237,284 â–²New Holding525,2021.0%Computer and TechnologyFOXFFox Factory$3,892,988$3,892,988 â–²New Holding236,5120.6%Auto/Tires/TrucksALITAlight$2,191,2270.0%3,760,4720.3%Computer and TechnologyVALValaris$0$17,107 â–¼-100.0%00.0%EnergyONESTREAM INC$0$9,945 â–¼-100.0%00.0%CL AARCBArcBest$0$6,026 â–¼-100.0%00.0%TransportationASOAcademy Sports and Outdoors$0$3,749 â–¼-100.0%00.0%Consumer DiscretionaryU HAUL HOLDING COMPANY$0$1,764 â–¼-100.0%00.0%COMShowing 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. 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