DANIEL KATSIKAS

Tensile Capital Management Lp

Assets Managed

$698.494M

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

-9.52%(2Q avg: -6.53%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tensile Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Tensile Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 698.494M in assets, with a quarterly growth rate of -9.52% and a 2-quarter average growth rate of -6.53%. The portfolio is managed by DANIEL KATSIKAS, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DKS Dick's Sporting Goods Inc Recent Activity	10.16%	$70.957M 357,844 shares@ $198.3 avg price
VVV Valvoline Inc Recent Activity	10.13%	$70.689M 2.099M shares@ $33.68 avg price
LAD Lithia Motors Inc Recent Activity Decreased -0.81%	7.98%	$55.678M 222,963 shares@ $249.72 avg price	Decreased -0.81%
USFD Us Foods Holding Corp Recent Activity Decreased -29.18%	7.15%	$49.889M 541,042 shares@ $92.22 avg price	Decreased -29.18%
CTRI Centuri Holdings Inc Recent Activity Decreased -14.73%	6.66%	$46.48M 1.591M shares@ $29.21 avg price	Decreased -14.73%
CCK Crown Holdings Inc Recent Activity Decreased -28.91%	6.25%	$43.625M 435,165 shares@ $100.25 avg price	Decreased -28.91%
QTWO Q2 Holdings Inc Recent Activity Increased 30.9%	6.03%	$42.086M 889,767 shares@ $47.3 avg price	Increased 30.9%
VERX Vertex Inc - Class A Recent Activity Decreased -0.62%	5.79%	$40.409M 3.399M shares@ $11.89 avg price	Decreased -0.62%
BATRK Atlanta Braves Holdings In-c Recent Activity	4.61%	$32.191M 753,879 shares@ $42.7 avg price
BL Blackline Inc Recent Activity Decreased -5.07%	3.98%	$27.779M 750,786 shares@ $37.0 avg price	Decreased -5.07%

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