Tensile Capital Management LP
13F filer · CIK 1598843 · Larkspur, CA
Summary
Tensile Capital Management LP reported $724.25M across 22 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are DKS (11.2%), TYL (9.9%), LAD (8.9%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 5, trimmed 13 and sold out of 4.
Reported value$724.25M
Positions22
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added5
Trimmed13
Sold out4
Top 22 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.2%Value $81.16MPrice $134.16Shares 358KSince Jun 30 -40.85%
Weight 9.9%Value $71.67MPrice $324.02Shares 245K +376.97%Since Jun 30 +10.79%
Weight 8.9%Value $64.77MPrice $303.07Shares 223KSince Jun 30 +4.33%
Weight 8.5%Value $61.44MPrice $28.48Shares 1.55M -25.97%Since Jun 30 -27.97%
Weight 6.8%Value $49.47MPrice $9.10Shares 4.01M +100.88%Since Jun 30 -26.20%
Weight 6.3%Value $45.61MPrice $93.72Shares 446K -17.56%Since Jun 30 -8.34%
Weight 6.1%Value $44.36MPrice $19.92Shares 1.47M -7.81%Since Jun 30 -34.13%
Weight 5.8%Value $41.79MPrice $55.10Shares 869K -2.36%Since Jun 30 +14.55%
Weight 5.4%Value $39.13MPrice $54.29Shares 754KSince Jun 30 +4.61%
Weight 5.1%Value $37.10MPrice $28.95Shares 1.08M +9.95%Since Jun 30 -15.52%
Weight 4.6%Value $33.56MPrice $107.47Shares 300K -31.02%Since Jun 30 -3.89%
Weight 4.6%Value $33.28MPrice $11.06Shares 2.90M -14.71%Since Jun 30 -3.66%
Weight 3.5%Value $25.43MPrice $1011Shares 24K -7.58%Since Jun 30 -3.00%
Weight 2.7%Value $19.50MPrice $26.56Shares 695K -7.45%Since Jun 30 -5.38%
Weight 2.5%Value $18.27MPrice $53.30Shares 317K -16.99%Since Jun 30 -7.63%
Weight 2.5%Value $17.94MPrice $86.82Shares 204K -3.58%Since Jun 30 -1.48%
Weight 2.4%Value $17.28MPrice $18.60Shares 1.06M +5.12%Since Jun 30 +13.76%
Weight 1.6%Value $11.71MPrice $197.91Shares 73K +37.74%Since Jun 30 +23.42%
Weight 0.6%Value $4.29MPrice $7.94Shares 490K -42.32%Since Jun 30 -9.15%
Weight 0.6%Value $4.03MPrice $6.09Shares 315KSince Jun 30 -52.35%
Weight 0.2%Value $1.80MPrice $9.87Shares 3.21M -14.54%Since Jun 30 +1662.50%
Weight 0.1%Value $687.5KPrice $18.74Shares 41K -82.85%Since Jun 30 +10.59%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.2% | $81.16M | -40.85% | — | Hold | |
| 9.9% | $71.67M | +10.79% | +376.97% | Add | |
| 8.9% | $64.77M | +4.33% | — | Hold | |
| 8.5% | $61.44M | -27.97% | -25.97% | Trim | |
| 6.8% | $49.47M | -26.20% | +100.88% | Add | |
| 6.3% | $45.61M | -8.34% | -17.56% | Trim | |
| 6.1% | $44.36M | -34.13% | -7.81% | Trim | |
| 5.8% | $41.79M | +14.55% | -2.36% | Trim | |
| 5.4% | $39.13M | +4.61% | — | Hold | |
| 5.1% | $37.10M | -15.52% | +9.95% | Add | |
| 4.6% | $33.56M | -3.89% | -31.02% | Trim | |
| 4.6% | $33.28M | -3.66% | -14.71% | Trim | |
| 3.5% | $25.43M | -3.00% | -7.58% | Trim | |
| 2.7% | $19.50M | -5.38% | -7.45% | Trim | |
| 2.5% | $18.27M | -7.63% | -16.99% | Trim | |
| 2.5% | $17.94M | -1.48% | -3.58% | Trim | |
| 2.4% | $17.28M | +13.76% | +5.12% | Add | |
| 1.6% | $11.71M | +23.42% | +37.74% | Add | |
| 0.6% | $4.29M | -9.15% | -42.32% | Trim | |
| 0.6% | $4.03M | -52.35% | — | New | |
| 0.2% | $1.80M | +1662.50% | -14.54% | Trim | |
| 0.1% | $687.5K | +10.59% | -82.85% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.