SEC 13F Intelligence

Managers / Q1 2026

Tensile Capital Management LP

CIK 0001598843 · 700 LARKSPUR LANDING CIRCLE, SUITE 255, LARKSPUR, CA, 94939 · 415-830-8160

Reported Value
$698M
Q1 2026
Positions
25
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Tensile Capital Management Lp reported $698M in U.S.-listed holdings across 25 positions for Q1 2026.

Its largest position, DKS, represents 10.2% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $672MQ4 ’18Q1 ’19: $713MQ2 ’19: $763MQ3 ’19: $787MQ4 ’19: $781MQ4 ’19Q1 ’20: $508MQ2 ’20: $660MQ3 ’20: $747MQ4 ’20: $852MQ4 ’20Q1 ’21: $762MQ2 ’21: $883MQ3 ’21: $859MQ4 ’21: $832MQ4 ’21Q1 ’22: $688MQ2 ’22: $580MQ3 ’22: $648MQ4 ’22: $638.9BQ4 ’22Q1 ’23: $736MQ2 ’23: $773MQ3 ’23: $795MQ4 ’23: $855MQ4 ’23Q1 ’24: $914MQ2 ’24: $907MQ3 ’24: $925MQ4 ’24: $962,543Q4 ’24Q1 ’25: $783,845Q2 ’25: $828,480Q3 ’25: $800,371Q4 ’25: $772,044Q4 ’25Q1 ’26: $698Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$698M25May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$772,04424Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$800,37122Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$828,48021Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$783,84518May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$962,54317Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$925M17Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$907M20Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$914M19May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$855M18Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$795M17Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$773M18Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$736M16May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$638.9B16Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$648M16Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$580M16Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$688M17May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$832M17Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$859M17Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$883M16Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$762M18May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$852M17Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$747M19Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$660M19Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$508M22May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$781M20Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$787M22Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$763M20Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$713M20May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$672M21Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.