13F Filings History of Tensile Capital Management LP
- Latest 13F filing
- Q1 2026 - 15 May 2026
- Latest reported 13F value
- $698,493,583
- Largest 13F holdings
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DKS VVV LAD USFD CTRI CCK QTWO VERX BATRK BL WBI EQIX
+8 more
CWAN NE TYL UHALB CVCO SKY NCNO COMP - Form 13F summary
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- Tensile Capital Management LP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Tensile Capital Management LP reported 25 equity holdings with a total reported market value of $698,493,583 for Q1 2026. Top reported holdings included DKS, VVV, LAD, USFD, and CTRI.
- Manager signature
- Daniel Katsikas - COO, CFO, CCO
- Manager location
- Larkspur, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$698,493,583
Quarter delta
-$73,550,417
Accepted
15 May 2026, 16:09
Rows shown
1-25 of 50
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 25 | $698,493,583 | +$104,015,147 | -$134,078,727 | -$30,063,580 | DKS, VVV, LAD, USFD, CTRI | 13F-HR | 15 May 2026, 16:09 |
| 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 |