Tensile Capital Management
Tensile Capital Management reported 22 stocks worth $724M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DKS (11.2%), TYL (9.9%) and LAD (8.9%). Compared with Q1 2026, the fund opened new positions in VISN, added to TYL, COMP and WBI, trimmed VVV, USFD and CTRI and sold out of NE, CVCO and CLBT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DKS Dicks Sporting Goods Inc | $81.2M | 11.2% | 358K | No change | 8 of 8 | |
| 2 |  TYL Tyler Technologies Inc | $71.7M | 9.9% | 245K | +194K (+377%) | 2 of 8 | |
| 3 |  LAD Lithia Mtrs Inc | $64.8M | 8.9% | 223K | No change | 8 of 8 | |
| 4 |  VVV Valvoline Inc | $61.4M | 8.5% | 1.6M | −545K (−26%) | 8 of 8 | |
| 5 |  COMP Compass Inc | $49.5M | 6.8% | 4M | +2M (+101%) | 2 of 8 | |
| 6 |  USFD US Foods Hldg Corp | $45.6M | 6.3% | 446K | −95K (−18%) | 8 of 8 | |
| 7 |  CTRI Centuri Holdings Inc | $44.4M | 6.1% | 1.5M | −124K (−8%) | 4 of 8 | |
| 8 |  QTWO Q2 Hldgs Inc | $41.8M | 5.8% | 869K | −21K (−2%) | 8 of 8 | |
| 9 |  BATRK Atlanta Braves Hldgs Inc | $39.1M | 5.4% | 754K | No change | 8 of 8 | |
| 10 |  WBI Waterbridge Infrastructure L | $37.1M | 5.1% | 1.1M | +98K (+10%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tensile Capital Management 13F FAQ
What does Tensile Capital Management own?
Tensile Capital Management reported 22 stocks worth $724M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DKS (11.2%), TYL (9.9%) and LAD (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Tensile Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 5 added to, 13 trimmed and 4 sold out. New positions include VISN. It sold all of NE, CVCO and CLBT.
When will Tensile Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tensile Capital Management's portfolio worth?
The Q2 2026 filing reports $724M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.