Tensile Capital Management LP

Q2 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$724,255
Net value change ($000)
+25,761 (3.7%)
New positions
1
Sold out positions
4
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 54,075 307.4%
COMP 34,872 238.8%
WBI 10,721 40.6%
DKS 10,206 14.4%
LAD 9,091 16.3%
BATRA 6,935 21.5%
VISN 4,031 NEW
APPF 3,342 40.0%
SKY 2,237 14.2%
NCNO 2,218 14.7%
Top Reduces (Value $000, Stocks/ETFs)
CWAN -20,804 -100.0%
NE -19,597 -100.0%
CVCO -15,982 -100.0%
CCK -10,061 -23.1%
VVV -9,250 -13.1%
BL -8,275 -29.8%
CLBT -7,237 -100.0%
VERX -7,133 -17.7%
USFD -4,281 -8.6%
HLX -4,121 -49.0%
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