Tensile Capital Management LP - Portfolio Stock Holdings

Tensile Capital Management LP disclosed 30 stock positions in a recent SEC 13F filing. $698,493,583 of stock holdings were filed, with the largest holdings including DKS, VVV, and LAD. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,796,045,985 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.