Managers / Q2 2025 · view latest →
Tensile Capital Management LP
CIK 0001598843 · 700 LARKSPUR LANDING CIRCLE, SUITE 255, LARKSPUR, CA, 94939 · 415-830-8160
Reported Value
$828,480
Q2 2025
Positions
21
Filings on Record
30
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Tensile Capital Management Lp reported $828,480 in U.S.-listed holdings across 21 positions for Q2 2025.
Its largest position, VERX, represents 15.5% of the portfolio.
Compared with Q1 2025, the fund opened 3 new positions and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 91.0% · $753,790
- Other · 6.3% · $52,503
- REIT · 2.7% · $22,187
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $698M | 25 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $772,044 | 24 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $800,371 | 22 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $828,480 | 21 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $783,845 | 18 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $962,543 | 17 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $925M | 17 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $907M | 20 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $914M | 19 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $855M | 18 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $795M | 17 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $773M | 18 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $736M | 16 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $638.9B | 16 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $648M | 16 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $580M | 16 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $688M | 17 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $832M | 17 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $859M | 17 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $883M | 16 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $762M | 18 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $852M | 17 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $747M | 19 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $660M | 19 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $508M | 22 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $781M | 20 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $787M | 22 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $763M | 20 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $713M | 20 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $672M | 21 | Feb 14, 2019 | 13F-HR | changes · 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 ↗.