Tensile Capital Management LP Portfolio Holdings

Tensile Capital Management LP

  • $828 Million
  • Q2 2025

Tensile Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $828 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertex, Inc. with a value of $129M, Valvoline Inc with a value of $77.3M, Dick'S Sporting Goods, Inc. with a value of $75.7M, Lithia Motors Inc with a value of $75.5M, and Q2 Holdings, Inc. with a value of $73M.

Examining the 13F form we can see an increase of $44.6M in the current position value, from $784M to 828M.

Tensile Capital Management LP is based out at Larkspur, CA

Below you can find more details about Tensile Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $828 Million
Technology: $376 Million
Consumer Cyclical: $222 Million
Energy: $103 Million
Consumer Defensive: $61.5 Million
Real Estate: $22.2 Million
Healthcare: $4.85 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $828 Million
  • Prior Value $784 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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