Tensile Capital Management LP — 13F holdings

Tensile Capital Management LP reported 22 holdings worth $724M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DKS DICKS SPORTING GOODS INC — $81.2M (11.2%)
2. TYL Tyler Technologies Inc — $71.7M (9.9%)
3. LAD LITHIA MTRS INC — $64.8M (8.9%)
4. VVV VALVOLINE INC — $61.4M (8.5%)
5. COMP COMPASS INC — $49.5M (6.8%)
6. USFD US FOODS HLDG CORP — $45.6M (6.3%)
7. CTRI CENTURI HOLDINGS INC — $44.4M (6.1%)
8. QTWO Q2 HLDGS INC — $41.8M (5.8%)
9. BATRK ATLANTA BRAVES HLDGS INC — $39.1M (5.4%)
10. WBI WATERBRIDGE INFRASTRUCTURE L — $37.1M (5.1%)