13F Filings History of Tensile Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$772,044,000
Signature - Title
Dan Katsikas - Chief Compliance Officer
Location
Larkspur, CA
Summary
This page shows a list of all the recent 13F filings made by Tensile Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tensile Capital Management LP reported 24 stock holdings with total value $772,044,000 as of Q4 2025. Top holdings included LAD, DKS, VERX, CCK, and VVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $772,044,000 +$67,485,179 -$69,779,971 -$2,294,792 LAD, DKS, VERX, CCK, VVV 13F-HR 17 Feb 2026, 16:01
Q3 2025 22 $800,371,000 +$94,802,823 -$47,074,785 +$47,728,038 VERX, DKS, VVV, LAD, USFD 13F-HR 14 Nov 2025, 16:03
Q2 2025 21 $828,480,000 +$45,949,676 -$53,676,833 -$7,727,157 VERX, VVV, DKS, LAD, QTWO 13F-HR 14 Aug 2025, 16:05
Q1 2025 18 $783,845,000 +$48,628,833 -$70,168,633 -$21,539,800 VERX, DKS, LAD, QTWO, VVV 13F-HR 15 May 2025, 16:00
Q4 2024 17 $962,543,000 +$11,752,616 -$75,088,552 -$63,335,936 VERX, DKS, QTWO, LAD, VVV 13F-HR 14 Feb 2025, 16:05
Q3 2024 17 $924,863,861 +$26,451,142 -$99,434,812 -$72,983,670 VERX, DKS, LAD, VVV, QTWO 13F-HR 14 Nov 2024, 16:11
Q2 2024 20 $906,877,998 +$76,713,019 -$46,774,243 +$29,938,776 VERX, DKS, VVV, LAD, ALIT 13F-HR 14 Aug 2024, 16:00
Q1 2024 19 $913,709,340 +$33,744,973 -$70,696,698 -$36,951,725 VERX, DKS, VVV, LAD, ALIT 13F-HR 15 May 2024, 16:00
Q4 2023 18 $855,165,804 +$41,663,750 -$126,558,960 -$84,895,210 VERX, VVV, DKS, LAD, CCK 13F-HR 14 Feb 2024, 16:00
Q3 2023 17 $795,224,221 +$141,341,504 -$96,868,837 +$44,472,667 VERX, DKS, VVV, LAD, CCK 13F-HR 14 Nov 2023, 16:00
Q2 2023 18 $772,978,240 +$65,574,076 -$32,372,456 +$33,201,620 VERX, DKS, CCK, VVV, LAD 13F-HR 14 Aug 2023, 16:00
Q1 2023 16 $736,451,927 +$57,910,602 -$56,522,631 +$1,387,971 VERX, DKS, CCK, ASO, VVV 13F-HR 15 May 2023, 16:00
Q4 2022 16 $638,894,002 +$92,070,551 -$165,037,174 -$72,966,623 VERX, DKS, VVV, CCK, ASO 13F-HR 14 Feb 2023, 16:31
Q3 2022 16 $648,187,000 +$79,971,584 -$29,862,628 +$50,108,956 AVLR, VERX, CCK, DKS, LAD 13F-HR 14 Nov 2022, 16:00
Q2 2022 16 $579,899,000 +$66,640,737 -$31,064,358 +$35,576,379 LAD, AVLR, CCK, VVV, ASO 13F-HR 15 Aug 2022, 16:00
Q1 2022 17 $688,178,000 +$74,202,965 -$127,849,437 -$53,646,472 AVLR, CCK, LAD, VVV, DKS 13F-HR 16 May 2022, 16:00
Q4 2021 17 $831,717,000 +$59,487,760 -$74,891,318 -$15,403,558 AVLR, LAD, VVV, CCK, DKS 13F-HR 14 Feb 2022, 17:21
Q3 2021 17 $859,446,000 +$57,384,192 -$35,874,817 +$21,509,375 AVLR, LAD, CCK, VVV, DKS 13F-HR 15 Nov 2021, 16:00
Q2 2021 16 $882,690,000 +$106,905,346 -$74,991,464 +$31,913,882 AVLR, LAD, TUEM, CCK, VVV 13F-HR 16 Aug 2021, 16:00
Q1 2021 18 $762,120,000 +$29,120,044 -$144,728,907 -$115,608,863 AVLR, LAD, CCK, VVV, TTWO 13F-HR 17 May 2021, 16:00
Q4 2020 17 $852,269,000 +$23,904,347 -$65,444,081 -$41,539,734 AVLR, LAD, CCK, VVV, TTWO 13F-HR 16 Feb 2021, 16:00
Q3 2020 19 $745,585,000 +$50,125,567 -$21,609,523 +$28,516,044 AVLR, LAD, CCK, VVV, TTWO 13F-HR 16 Nov 2020, 16:00
Q2 2020 19 $660,315,000 +$17,080,215 -$76,479,915 -$59,399,700 AVLR, VVV, CCK, EQIX, TTWO 13F-HR 14 Aug 2020, 16:00
Q1 2020 22 $507,561,000 +$65,022,855 -$140,540,084 -$75,517,229 AVLR, EQIX, CCK, TTWO, VVV 13F-HR 15 May 2020, 16:00
Q4 2019 20 $780,604,000 +$21,973,352 -$90,457,598 -$68,484,246 AVLR, VVV, CSOD, DKS, INST 13F-HR 14 Feb 2020, 16:00
Q3 2019 22 $787,158,000 +$64,617,720 -$48,413,414 +$16,204,306 AVLR, VVV, CSOD, EQIX, DKS 13F-HR 14 Nov 2019, 16:00
Q2 2019 20 $763,456,000 +$68,698,117 -$48,105,706 +$20,592,411 AVLR, CSOD, VVV, CCK, BATRK 13F-HR 14 Aug 2019, 16:00
Q1 2019 20 $713,129,000 +$17,125,871 -$87,635,785 -$70,509,914 PTC, CSOD, VVV, BATRK, CCK 13F-HR 15 May 2019, 15:00
Q4 2018 21 $671,852,000 +$99,317,767 -$56,144,516 +$43,173,251 PTC, VVV, CSOD, EXPD, AAP 13F-HR 14 Feb 2019, 16:01
Q3 2018 20 $735,725,000 +$88,976,542 -$76,925,483 +$12,051,059 PTC, VVV, AAP, CSOD, BATRK 13F-HR 14 Nov 2018, 15:02
Q2 2018 16 $663,344,000 +$81,503,941 -$144,001,992 -$62,498,051 VVV, PTC, AAP, CSOD, BATRK 13F-HR 14 Aug 2018, 15:00
Q1 2018 20 $667,184,000 +$91,784,900 -$33,397,033 +$58,387,867 AAP, PTC, VVV, CSOD, EXPD 13F-HR 15 May 2018, 16:00
Q4 2017 20 $589,034,000 +$75,689,192 -$22,878,728 +$52,810,464 AAP, CSOD, CLNS, PTC, VVV 13F-HR 14 Feb 2018, 16:54
Q3 2017 19 $525,561,000 +$89,996,975 -$63,068,259 +$26,928,716 CSOD, PTC, AAP, CLNS, VVV 13F-HR 14 Nov 2017, 16:01
Q2 2017 22 $495,413,000 +$47,305,120 -$23,349,734 +$23,955,386 CSOD, CLNS, PTC, HAWK, EXPD 13F-HR 14 Aug 2017, 16:00
Q1 2017 19 $455,661,000 +$100,488,988 -$80,320,374 +$20,168,614 CSOD, PTC, CLNS, HAWK, EXPD 13F-HR 15 May 2017, 16:00
Q4 2016 18 $417,842,000 +$17,502,942 -$53,296,988 -$35,794,046 CSOD, PTC, NSAM, EXPD, HAWK 13F-HR 14 Feb 2017, 16:00
Q3 2016 19 $443,525,000 +$17,914,691 -$34,003,197 -$16,088,506 CSOD, PTC, NSAM, EXPD, NWSA 13F-HR 15 Nov 2016, 09:38
Q2 2016 17 $411,368,000 +$66,895,136 -$11,841,104 +$55,054,032 CSOD, PTC, EXPD, NSAM, ASGN 13F-HR 15 Aug 2016, 16:01
Q1 2016 17 $349,073,000 +$103,632,149 -$82,958,570 +$20,673,579 CSOD, PTC, EXPD, NWSA, NSAM 13F-HR 16 May 2016, 16:01
Q4 2015 17 $331,564,000 +$53,992,877 -$73,474,034 -$19,481,157 PTC, EXPD, EQIX, CSOD, ASGN 13F-HR 16 Feb 2016, 06:19
Q3 2015 18 $334,133,000 +$75,416,080 -$72,151,516 +$3,264,564 EXPD, PTC, ASGN, CSG, NWS 13F-HR 16 Nov 2015, 16:10
Q2 2015 17 $363,791,000 +$30,218,200 -$47,145,437 -$16,927,237 INFA, EXPD, NWS, CSG, ASGN 13F-HR 14 Aug 2015, 16:06
Q1 2015 17 $380,387,000 +$25,398,884 -$59,922,988 -$34,524,104 INFA, EXPD, NWS, CSG, ASGN 13F-HR 15 May 2015, 16:01
Q4 2014 19 $395,515,000 +$87,511,630 -$125,920,013 -$38,408,383 INFA, EXPD, ASGN, CSG, NWS 13F-HR 17 Feb 2015, 16:14
Q3 2014 18 $409,363,000 +$44,897,688 -$24,473,460 +$20,424,228 TIBX, EXPD, INFA, CSG, CST 13F-HR 14 Nov 2014, 16:01
Q2 2014 18 $394,936,000 +$24,452,081 -$28,075,833 -$3,623,752 TIBX, EXPD, INFA, CSG, CST 13F-HR 14 Aug 2014, 16:02
Q1 2014 17 $382,189,000 +$47,947,025 -$58,731 +$47,888,294 TIBX, EXPD, INFA, XRX, CST 13F-HR 15 May 2014, 16:04
Q4 2013 16 $353,250,000 $0 $0 $0 TIBX, INFA, EXPD, XRX, CST 13F-HR 14 Feb 2014, 16:15