Tensile Capital Management LP

Q1 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$698,494
Net value change ($000)
-73,550 (-9.5%)
New positions
6
Sold out positions
5
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TYL 17,590 NEW
CVCO 15,982 NEW
WBI 15,796 149.3%
COMP 14,601 NEW
UHAL 14,074 475.0%
VVV 9,697 15.9%
APPF 8,364 NEW
CLBT 7,237 NEW
NE 4,647 31.1%
EQIX 4,500 21.1%
Top Reduces (Value $000, Stocks/ETFs)
CWAN -36,232 -63.5%
VERX -27,888 -40.8%
CCK -19,410 -30.8%
LAD -19,026 -25.5%
VAL -17,107 -100.0%
BL -15,952 -36.5%
NCNO -12,766 -45.9%
OS -9,945 -100.0%
USFD -7,659 -13.3%
QTWO -6,966 -14.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type