The Analysis of Tensile Capital Management LP's Holdings
Currently, Tensile Capital Management LP holds 24 types of securities in its portfolio with a total value $772.0K. In the most recent quarter, they have increased their positions in CTRI (+1.1M shares, valued at $26.6K), OS (+541.1K shares, valued at $9.9K), CCK (+79.0K shares, valued at $8.1K); decreased their positions in VERX (-384.4K shares, valued at $7.7K), QTWO (-100.0K shares, valued at $7.2K), ALIT (-3.2M shares, valued at $6.2K); initiated new positions in OS (+541.1K shares, valued at $9.9K), ARCB (+81.2K shares, valued at $6.0K), UHAL.B (+63.4K shares, valued at $3.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LAD LITHIA MTRS INC224.8K shares-4.56%2025-12-312026-02-17
DKS DICKS SPORTING GOODS357.8K shares0.00%2025-12-312026-02-17 VERX VERTEX INC3.4M shares-10.10%2025-12-312026-02-17 CCK CROWN HOLDINGS INC COM STK612.2K shares14.82%2025-12-312026-02-17 VVV VALVOLINE INC2.1M shares0.96%2025-12-312026-02-17 USFD US FOODS HLDG CORP764.0K shares0.00%2025-12-312026-02-17 CWAN CLEARWATER ANALYTICS HLDGS I2.4M shares-6.34%2025-12-312026-02-17 QTWO Q2 HOLDINGS INC679.8K shares-12.82%2025-12-312026-02-17 CTRI CENTURI HOLDINGS INC1.9M shares129.81%2025-12-312026-02-17 BL BLACKLINE INC790.9K shares-2.68%2025-12-312026-02-17 NCNO NCINO INC1.1M shares20.37%2025-12-312026-02-17 EQIX EQUINIX INC27.9K shares0.00%2025-12-312026-02-17 SKY CHAMPION HOMES INC248.6K shares-19.34%2025-12-312026-02-17 VAL VALARIS LTD339.4K shares-12.84%2025-12-312026-02-17 NE NOBLE CORP PLC529.4K shares16.96%2025-12-312026-02-17 WBI WATERBRIDGE INFRASTRUCTURE L528.8K shares76.27%2025-12-312026-02-17 OS ONESTREAM INC541.1K sharesnew addition2025-12-312026-02-17 ALIT ALIGHT INC.3.8M shares-45.88%2025-12-312026-02-17 ARCB ARCBEST CORP81.2K sharesnew addition2025-12-312026-02-17 HLX HELIX ENERGY SOLUTIONS GRP I849.9K shares-34.16%2025-12-312026-02-17 ASO ACADEMY SPORTS & OUTDOORS75.0K shares-61.49%2025-12-312026-02-17 UHAL.B U HAUL HOLDING COMPANY63.4K sharesnew addition2025-12-312026-02-17 UHAL U HAUL HOLDING COMPANY35.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available