Tensile Capital Management LP Long-Term Concentrated

Location: Larkspur, CA

CIK: 0001598843 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $724M (100.0% shares, 0.0% debt)

Holdings (22)

New Positions (1)

VISN VISTANCE NETWORKS INC 0.6%

Value $4.031M Shares 315,453 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VISN	VISTANCE NETWORKS INC	315,453	$4.031M	0.6%	—	—	COM	20337X109

Increased Positions (5)

TYL TYLER TECHNOLOGIES INC 9.9%

Value $71.67M (+307.4%) Shares 245,043 (+377.0%) Est. Cost — Unrealized —

COMP COMPASS INC 6.8%

Value $49.47M (+238.8%) Shares 4,012,399 (+100.9%) Est. Cost — Unrealized —

WBI WATERBRIDGE INFRASTRUCTURE L 5.1%

Value $37.1M (+40.6%) Shares 1,082,533 (+9.9%) Est. Cost — Unrealized —

APPF APPFOLIO INC 1.6%

Value $11.71M (+39.9%) Shares 73,000 (+37.7%) Est. Cost — Unrealized —

NCNO NCINO INC 2.4%

Value $17.28M (+14.7%) Shares 1,056,592 (+5.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TYL	TYLER TECHNOLOGIES INC	245,043 (+377.0%)	$71.67M (+307.4%)	9.9%	—	—	COM	902252105
COMP	COMPASS INC	4,012,399 (+100.9%)	$49.47M (+238.8%)	6.8%	—	—	CL A	20464U100
WBI	WATERBRIDGE INFRASTRUCTURE L	1,082,533 (+9.9%)	$37.1M (+40.6%)	5.1%	—	—	CL A SHS REPSTG	940923105
APPF	APPFOLIO INC	73,000 (+37.7%)	$11.71M (+39.9%)	1.6%	—	—	COM CL A	03783C100
NCNO	NCINO INC	1,056,592 (+5.1%)	$17.28M (+14.7%)	2.4%	—	—	COM	63947X101

Exited Positions (4)

CWAN CLEARWATER ANALYTICS HOLDINGS INC 2.9%

Value $20.8M Shares 879,674 Est. Cost — Unrealized —

NE NOBLE CORP PLC 2.7%

Value $19.6M Shares 399,375 Est. Cost — Unrealized —

CVCO CAVCO INDUSTRIES INC 2.2%

Value $15.98M Shares 33,000 Est. Cost — Unrealized —

CLBT CELLEBRITE DI LTD 1.0%

Value $7.237M Shares 525,202 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CWAN	CLEARWATER ANALYTICS HOLDINGS INC	879,674	$20.8M	2.9%	—	—	—	185123106
NE	NOBLE CORP PLC	399,375	$19.6M	2.7%	—	—	—	G65431127
CVCO	CAVCO INDUSTRIES INC	33,000	$15.98M	2.2%	—	—	—	149568107
CLBT	CELLEBRITE DI LTD	525,202	$7.237M	1.0%	—	—	—	M2197Q107

Decreased Positions (13)

CCK CROWN HLDGS INC 4.6%

Value $33.56M (-23.1%) Shares 300,165 (-31.0%) Est. Cost — Unrealized —

VVV VALVOLINE INC 8.5%

Value $61.44M (-13.1%) Shares 1,553,843 (-26.0%) Est. Cost — Unrealized —

BL BLACKLINE INC 2.7%

Value $19.5M (-29.8%) Shares 694,846 (-7.5%) Est. Cost — Unrealized —

VERX VERTEX INC 4.6%

Value $33.28M (-17.7%) Shares 2,898,563 (-14.7%) Est. Cost — Unrealized —

USFD US FOODS HLDG CORP 6.3%

Value $45.61M (-8.6%) Shares 446,042 (-17.6%) Est. Cost — Unrealized —

HLX HELIX ENERGY SOLUTIONS GRP I 0.6%

Value $4.285M (-49.0%) Shares 490,277 (-42.3%) Est. Cost — Unrealized —

FOXF FOX FACTORY HLDG CORP 0.1%

Value $688K (-82.3%) Shares 40,573 (-82.8%) Est. Cost — Unrealized —

SKY CHAMPION HOMES INC 2.5%

Value $17.94M (+14.2%) Shares 203,583 (-3.6%) Est. Cost — Unrealized —

CTRI CENTURI HOLDINGS INC 6.1%

Value $44.36M (-4.6%) Shares 1,467,046 (-7.8%) Est. Cost — Unrealized —

UHAL/B U HAUL HOLDING COMPANY 2.5%

Value $18.27M (+7.2%) Shares 316,610 (-17.0%) Est. Cost — Unrealized —

EQIX EQUINIX INC 3.5%

Value $25.43M (-1.7%) Shares 24,392 (-7.6%) Est. Cost — Unrealized —

ALIT ALIGHT INC 0.2%

Value $1.8M (-17.9%) Shares 3,213,744 (-14.5%) Est. Cost — Unrealized —

QTWO Q2 HLDGS INC 5.8%

Value $41.79M (-0.7%) Shares 868,767 (-2.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CCK	CROWN HLDGS INC	300,165 (-31.0%)	$33.56M (-23.1%)	4.6%	—	—	COM	228368106
VVV	VALVOLINE INC	1,553,843 (-26.0%)	$61.44M (-13.1%)	8.5%	—	—	COM	92047W101
BL	BLACKLINE INC	694,846 (-7.5%)	$19.5M (-29.8%)	2.7%	—	—	COM	09239B109
VERX	VERTEX INC	2,898,563 (-14.7%)	$33.28M (-17.7%)	4.6%	—	—	CL A	92538J106
USFD	US FOODS HLDG CORP	446,042 (-17.6%)	$45.61M (-8.6%)	6.3%	—	—	COM	912008109
HLX	HELIX ENERGY SOLUTIONS GRP I	490,277 (-42.3%)	$4.285M (-49.0%)	0.6%	—	—	COM	42330P107
FOXF	FOX FACTORY HLDG CORP	40,573 (-82.8%)	$688K (-82.3%)	0.1%	—	—	COM	35138V102
SKY	CHAMPION HOMES INC	203,583 (-3.6%)	$17.94M (+14.2%)	2.5%	—	—	COM	830830105
CTRI	CENTURI HOLDINGS INC	1,467,046 (-7.8%)	$44.36M (-4.6%)	6.1%	—	—	COM SHS	155923105
UHAL/B	U HAUL HOLDING COMPANY	316,610 (-17.0%)	$18.27M (+7.2%)	2.5%	—	—	COM SER N	023586506
EQIX	EQUINIX INC	24,392 (-7.6%)	$25.43M (-1.7%)	3.5%	—	—	COM	29444U700
ALIT	ALIGHT INC	3,213,744 (-14.5%)	$1.8M (-17.9%)	0.2%	—	—	COM CL A	01626W101
QTWO	Q2 HLDGS INC	868,767 (-2.4%)	$41.79M (-0.7%)	5.8%	—	—	COM	74736L109

Unchanged Positions (3)

DKS DICKS SPORTING GOODS INC 11.2%

Value $81.16M Shares 357,844 Est. Cost — Unrealized —

LAD LITHIA MTRS INC 8.9%

Value $64.77M Shares 222,963 Est. Cost — Unrealized —

BATRK ATLANTA BRAVES HLDGS INC 5.4%

Value $39.13M Shares 753,879 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DKS	DICKS SPORTING GOODS INC	357,844	$81.16M	11.2%	—	—	COM	253393102
LAD	LITHIA MTRS INC	222,963	$64.77M	8.9%	—	—	COM	536797103
BATRK	ATLANTA BRAVES HLDGS INC	753,879	$39.13M	5.4%	—	—	COM SER C	047726302