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Tensile Capital Management LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
23
-2
New Purchases
0
Added To
0
Closed
23
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $0 0%
Mid Cap 14 $0 0%
Small Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$10.2B
Median Market Cap
$4.0B
Avg P/E
67.3
Median P/E
45.8
Avg Dividend Yield
0.01%
Avg Beta
1.08
# Stocks
23
# ETFs / Funds
0

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ALIT —% -$7M -3,760,472 -100.0% SOLD
2 QTWO —% -$49M -679,767 -100.0% SOLD
3 WBI —% -$11M -528,806 -100.0% SOLD
4 VVV —% -$61M -2,098,843 -100.0% SOLD
5 VAL —% -$17M -339,419 -100.0% SOLD
6 UHAL-B —% -$3M -63,395 -100.0% SOLD
7 DKS —% -$71M -357,844 -100.0% SOLD
8 SKY —% -$21M -248,562 -100.0% SOLD
9 CCK —% -$63M -612,165 -100.0% SOLD
10 CTRI —% -$47M -1,866,243 -100.0% SOLD
11 CWAN —% -$57M -2,364,674 -100.0% SOLD
12 UHAL —% -$2M -35,000 -100.0% SOLD
13 NE —% -$15M -529,375 -100.0% SOLD
14 HLX —% -$5M -849,946 -100.0% SOLD
15 LAD —% -$75M -224,790 -100.0% SOLD
16 USFD —% -$58M -764,042 -100.0% SOLD
17 EQIX —% -$21M -27,892 -100.0% SOLD
18 BL —% -$44M -790,945 -100.0% SOLD
19 ARCB —% -$6M -81,230 -100.0% SOLD
20 VERX —% -$68M -3,419,994 -100.0% SOLD
21 ASO —% -$4M -75,039 -100.0% SOLD
22 NCNO —% -$28M -1,085,142 -100.0% SOLD
23 OS —% -$10M -541,070 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
UHAL —%
QTWO —%
WBI —%
VVV —%
VAL —%
UHAL-B —%
DKS —%
SKY —%
CCK —%
CTRI —%
CWAN —%
NE —%
ALIT —%
HLX —%
LAD —%
View SEC EDGAR Filings for Tensile Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms