Fund Holdings

Tensile Capital Management LP

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–26 of 26 holdings (page size 100)
Issuer
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Change
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CENTURI HOLDINGS INC812,0881,866,243+1,054,15517,19247,123+29,931
CLEARWATER ANALYTICS HLDGS I2,524,6722,364,674-159,99845,49557,036+11,541
CROWN HOLDINGS INC COM STK533,165612,165+79,00051,49863,035+11,537
ONESTREAM INC0541,070+541,07009,945+9,945
ARCBEST CORP081,230+81,23006,026+6,026
NCINO INC901,5391,085,142+183,60324,44127,823+3,382
WATERBRIDGE INFRASTRUCTURE L300,000528,806+228,8067,56610,581+3,015
U HAUL HOLDING COMPANY063,395+63,39502,963+2,963
NOBLE CORP PLC452,611529,375+76,76412,80014,950+2,150
U HAUL HOLDING COMPANY035,000+35,00001,764+1,764
BLACKLINE INC812,685790,945-21,74043,15443,731+577
LITHIA MTRS INC235,527224,790-10,73774,42774,704+277
EQUINIX INC27,89227,892021,84621,370-476
US FOODS HLDG CORP764,042764,042058,54157,548-993
RUSH ENTERPRISES INC26,4540-26,4541,4140-1,414
ATLANTA BRAVES HOLDINGS INC753,907753,879-2831,35529,741-1,614
VALARIS LTD389,419339,419-50,00018,99217,107-1,885
CHAMPION HOMES INC308,162248,562-59,60023,53421,003-2,531
HELIX ENERGY SOLUTIONS GRP I1,290,959849,946-441,0138,4695,329-3,140
ACADEMY SPORTS & OUTDOORS194,87575,039-119,8369,7483,749-5,999
Q2 HOLDINGS INC779,767679,767-100,00056,44749,052-7,395
DICKS SPORTING GOODS357,844357,844079,52070,842-8,678
VALVOLINE INC2,078,8432,098,843+20,00074,65160,992-13,659
ALIGHT INC.6,948,8943,760,472-3,188,42222,6537,333-15,320
PRO HOLDINGS INC974,1260-974,12622,3170-22,317
VERTEX INC3,804,4093,419,994-384,41594,31168,297-26,014
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