Tensile Capital Management LP
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$698.5M
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DKS
DICK'S SPORTING GOODS INC
Q3 2025: Sold 6.5% (382.8k → 357.8k shares)
10.2%
02
$VVV
VALVOLINE INC
Q3 2025: Increased +1.9% (2.04M → 2.08M shares)
10.1%
03
$LAD
LITHIA MOTORS INC
Q3 2025: Increased +5.4% (223.5k → 235.5k shares)
8.0%
04
$USFD
US FOODS HOLDING CORP
Q3 2025: Sold 4.4% (799.0k → 764.0k shares)
7.1%
05
$CTRI
CENTURI HOLDINGS INC
Q3 2025: New position (812.1k shares)
6.7%
06
$CCK
CROWN HOLDINGS INC
Q3 2025: Sold 2.2% (545.4k → 533.2k shares)
6.2%
07
$QTWO
Q2 HOLDINGS INC
Q2 2025: Sold 9.5% (861.8k → 779.8k shares)
6.0%
08
$VERX
VERTEX INC
Q3 2025: Increased +4.4% (3.64M → 3.80M shares)
5.8%
09
$BATRK
ATLANTA BRAVES HOLDINGS INC
Q1 2026: New position (17.5k shares)
4.6%
10
$BL
BLACKLINE INC
Q2 2025: Sold 6.9% (871.5k → 811.5k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:15 UTC.