Tensile Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHAMPION HOMES INC(SKY) | 0 | 308,162 | +308,162 | 0 | 23,534 | 2.94% | +23,534 |
| CENTURI HOLDINGS INC(CTRI) | 0 | 812,088 | +812,088 | 0 | 17,192 | 2.15% | +17,192 |
| CLEARWATER ANALYTICS HLDGS I | 1,357,990 | 2,524,672 | +1,166,682 | 29,781 | 45,495 | 5.68% | +15,714 |
| PRO HOLDINGS INC | 800,136 | 974,126 | +173,990 | 12,530 | 22,317 | 2.79% | +9,787 |
| NOBLE CORP PLC(NE) | 150,000 | 452,611 | +302,611 | 3,983 | 12,800 | 1.60% | +8,817 |
| WATERBRIDGE INFRASTRUCTURE L(WBI) | 0 | 300,000 | +300,000 | 0 | 7,566 | 0.95% | +7,566 |
| DICKS SPORTING GOODS(DKS) | 382,844 | 357,844 | -25,000 | 75,730 | 79,520 | 9.94% | +3,790 |
| HELIX ENERGY SOLUTIONS GRP I(HLX) | 1,090,959 | 1,290,959 | +200,000 | 6,808 | 8,469 | 1.06% | +1,661 |
| VALARIS LTD(VAL) | 445,000 | 389,419 | -55,581 | 18,739 | 18,992 | 2.37% | +253 |
| EQUINIX INC(EQIX) | 27,892 | 27,892 | 0 | 22,187 | 21,846 | 2.73% | -341 |
| RUSH ENTERPRISES INC(RUSHA) | 34,354 | 26,454 | -7,900 | 1,770 | 1,414 | 0.18% | -356 |
| LITHIA MTRS INC(LAD) | 223,527 | 235,527 | +12,000 | 75,512 | 74,427 | 9.30% | -1,085 |
| VALVOLINE INC(VVV) | 2,040,179 | 2,078,843 | +38,664 | 77,262 | 74,651 | 9.33% | -2,611 |
| BLACKLINE INC(BL) | 811,485 | 812,685 | +1,200 | 45,946 | 43,154 | 5.39% | -2,792 |
| US FOODS HLDG CORP(USFD) | 799,042 | 764,042 | -35,000 | 61,534 | 58,541 | 7.31% | -2,993 |
| ACADEMY SPORTS & OUTDOORS(ASO) | 284,875 | 194,875 | -90,000 | 12,765 | 9,748 | 1.22% | -3,017 |
| ATLANTA BRAVES HOLDINGS INC | 753,907 | 753,907 | 0 | 35,260 | 31,355 | 3.92% | -3,905 |
| CROWN HOLDINGS INC COM STK(CCK) | 545,430 | 533,165 | -12,265 | 56,168 | 51,498 | 6.43% | -4,670 |
| NEOGEN CORP(NEOG) | 1,015,295 | 0 | -1,015,295 | 4,853 | 0 | — | -4,853 |
| ALIGHT INC.(ALIT) | 6,210,676 | 6,948,894 | +738,218 | 35,152 | 22,653 | 2.83% | -12,499 |
| WORKIVA INC(WK) | 189,742 | 0 | -189,742 | 12,988 | 0 | — | -12,988 |
| NCINO INC(NCNO) | 1,350,704 | 901,539 | -449,165 | 37,779 | 24,441 | 3.05% | -13,338 |
| Q2 HOLDINGS INC(QTWO) | 779,767 | 779,767 | 0 | 72,978 | 56,447 | 7.05% | -16,531 |
| VERTEX INC(VERX) | 3,643,850 | 3,804,409 | +160,559 | 128,755 | 94,311 | 11.78% | -34,444 |