Tensile Capital Management LP: 13F holdings
CIK 15988432026Q2
| Positions | 22 |
|---|---|
| Reported value | $724.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DKS DICKS SPORTING GOODS INC | 357,844 | $81.2m | 11.2% |
| TYL TYLER TECHNOLOGIES INC | 245,043 | $71.7m | 9.9% |
| LAD LITHIA MTRS INC | 222,963 | $64.8m | 8.9% |
| VVV VALVOLINE INC | 1,553,843 | $61.4m | 8.5% |
| COMP COMPASS INC | 4,012,399 | $49.5m | 6.8% |
| USFD US FOODS HLDG CORP | 446,042 | $45.6m | 6.3% |
| CENTURI HOLDINGS INC | 1,467,046 | $44.4m | 6.1% |
| QTWO Q2 HLDGS INC | 868,767 | $41.8m | 5.8% |
| BATRK ATLANTA BRAVES HLDGS INC | 753,879 | $39.1m | 5.4% |
| WATERBRIDGE INFRASTRUCTURE L | 1,082,533 | $37.1m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1598843")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.