SEC 13F Intelligence

Tensile Capital Management LP / VVV

Tensile Capital Management LP’s Valvoline Inc Position

Does Tensile Capital Management LP own Valvoline Inc (VVV)? Yes2.10M shares worth $71M (+10.12% of its 13F portfolio) as of Q1 2026.

Position Value
$71M
Q1 2026
Shares
2.10M
% of Portfolio
+10.12%
Quarters Held
30
currently held

Position History VVV

Reported value by quarter
Q4 ’18: $63MQ4 ’18Q1 ’19: $57MQ2 ’19: $62MQ3 ’19: $70MQ4 ’19: $68MQ4 ’19Q1 ’20: $41MQ2 ’20: $61MQ3 ’20: $60MQ4 ’20: $73MQ4 ’20Q1 ’21: $71MQ2 ’21: $80MQ3 ’21: $79MQ4 ’21: $91MQ4 ’21Q1 ’22: $68MQ2 ’22: $66MQ3 ’22: $59MQ4 ’22: $71MQ4 ’22Q1 ’23: $69MQ2 ’23: $76MQ3 ’23: $77MQ4 ’23: $82MQ4 ’23Q1 ’24: $85MQ2 ’24: $84MQ3 ’24: $78MQ4 ’24: $66,578Q4 ’24Q1 ’25: $68,408Q2 ’25: $77,262Q3 ’25: $74,651Q4 ’25: $60,992Q4 ’25Q1 ’26: $71Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.10M$71M+10.12%
Q4 20252.10M$60,992+7.90%
Q3 20252.08M$74,651+9.33%
Q2 20252.04M$77,262+9.33%
Q1 20251.97M$68,408+8.73%
Q4 20241.84M$66,578+6.92%
Q3 20241.88M$78M+8.49%
Q2 20241.93M$84M+9.21%
Q1 20241.90M$85M+9.28%
Q4 20232.17M$82M+9.55%
Q3 20232.40M$77M+9.72%
Q2 20232.03M$76M+9.87%
Q1 20231.98M$69M+9.40%
Q4 20222.18M$71M+11.15%
Q3 20222.33M$59M+9.10%
Q2 20222.29M$66M+11.38%
Q1 20222.14M$68M+9.81%
Q4 20212.44M$91M+10.94%
Q3 20212.55M$79M+9.24%
Q2 20212.47M$80M+9.07%
Q1 20212.74M$71M+9.37%
Q4 20203.16M$73M+8.58%
Q3 20203.16M$60M+8.05%
Q2 20203.14M$61M+9.20%
Q1 20203.14M$41M+8.11%
Q4 20193.17M$68M+8.69%
Q3 20193.18M$70M+8.91%
Q2 20193.19M$62M+8.15%
Q1 20193.07M$57M+8.00%
Q4 20183.23M$63M+9.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tensile Capital Management LP’s full portfolio or all institutional holders of VVV.