TENSILE CAPITAL MANAGEMENT LP
Q2 2026 Form 13-F
LARKSPUR, CALIFORNIA
CIK 0001598843
· CRD 164161
· SEC-registered investment adviser
$724.3M Reported Value Total
TENSILE CAPITAL MANAGEMENT LP reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $1,796,045,985, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
5 funds
· $1.8B gross asset value
Hedge Fund: $1.7B · Private Equity Fund: $134.4M
Source: Form ADV filed 2026-10-20
Reported value
$724.3M
Quarter over quarter
+10.8%
Holdings
22
Top-10 concentration
74.1%
Key People
Form ADV owners & control persons
Arthur Chiakai Young
MANAGING PARTNER
Douglas John Dossey
MANAGING PARTNER
Daniel James Katsikas
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & PARTNER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $724.3M |
| Positions | 22 |
| Change in reported value | +3.7% |
| New positions | 1 |
| Exited positions | 4 |
| Position turnover | 19.2% |
| Top-10 concentration | 74.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
22 | $724.3M |
|
Q1 2026 13F
Filed May 15, 2026
|
25 | $698.5M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
24 | $772.0M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
22 | $800.4M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
21 | $828.5M |
|
Q1 2025 13F
Filed May 15, 2025
|
18 | $783.8M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
17 | $962.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $924.9M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
20 | $906.9M |
|
Q1 2024 13F
Filed May 15, 2024
|
19 | $913.7M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
18 | $855.2M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
17 | $795.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
18 | $773.0M |
|
Q1 2023 13F
Filed May 15, 2023
|
15 | $736.5M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
16 | $638.9M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
16 | $648.2M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
16 | $579.9M |
|
Q1 2022 13F
Filed May 16, 2022
|
17 | $688.2M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
17 | $831.7M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
17 | $859.4M |
31 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DKS DICKS SPORTING GOODS INC | $81.2M | 11.21% |
| 2 | TYL TYLER TECHNOLOGIES INC | $71.7M | 9.9% |
| 3 | LAD LITHIA MTRS INC | $64.8M | 8.94% |
| 4 | VVV VALVOLINE INC | $61.4M | 8.48% |
| 5 | COMP COMPASS INC | $49.5M | 6.83% |
| 6 | USFD US FOODS HLDG CORP | $45.6M | 6.3% |
| 7 | CTRI CENTURI HOLDINGS INC | $44.4M | 6.13% |
| 8 | QTWO Q2 HLDGS INC | $41.8M | 5.77% |
| 9 | BATRK ATLANTA BRAVES HLDGS INC | $39.1M | 5.4% |
| 10 | WBI WATERBRIDGE INFRASTRUCTURE L | $37.1M | 5.12% |
| 11 | CCK CROWN HLDGS INC | $33.6M | 4.63% |
| 12 | VERX VERTEX INC | $33.3M | 4.59% |
| 13 | EQIX EQUINIX INC | $25.4M | 3.51% |
| 14 | BL BLACKLINE INC | $19.5M | 2.69% |
| 15 | UHALB U HAUL HOLDING COMPANY | $18.3M | 2.52% |
| 16 | SKY CHAMPION HOMES INC | $17.9M | 2.48% |
| 17 | NCNO NCINO INC | $17.3M | 2.39% |
| 18 | APPF APPFOLIO INC | $11.7M | 1.62% |
| 19 | HLX HELIX ENERGY SOLUTIONS GRP I | $4.3M | 0.59% |
| 20 | VISN VISTANCE NETWORKS INC | $4.0M | 0.56% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.