Tensile Capital Management LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$907M
Signature - Title
Dan Katsikas - Chief Compliance Officer
Location
700 Larkspur Landing Circle, Suite 255, Larkspur, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 20 $907M +$76.7M -$46.8M +$29.9M VERX, DKS, VVV, LAD, ALIT 13F-HR 8/14/2024, 04:00 PM
Q1 2024 19 $914M +$33.7M -$70.7M -$37M VERX, DKS, VVV, LAD, ALIT 13F-HR 5/15/2024, 04:00 PM
Q4 2023 18 $855M +$41.7M -$127M -$84.9M VERX, VVV, DKS, LAD, CCK 13F-HR 2/14/2024, 04:00 PM
Q3 2023 20 $795M +$141M -$96.9M +$44.5M VERX, DKS, VVV, LAD, CCK 13F-HR 11/14/2023, 04:00 PM
Q2 2023 19 $773M +$65.6M -$32.4M +$33.2M VERX, DKS, CCK, VVV, LAD 13F-HR 8/14/2023, 05:00 PM
Q1 2023 16 $736M +$57.9M -$32.2M +$25.7M VERX, DKS, CCK, ASO, VVV 13F-HR 5/15/2023, 04:00 PM
Q4 2022 16 $639M +$92.1M -$34.3M +$57.7M VERX, DKS, VVV, CCK, ASO 13F-HR 2/14/2023, 03:31 PM
Q3 2022 16 $648M +$80M -$29.9M +$50.1M AVLR, VERX, CCK, DKS, LAD 13F-HR 11/14/2022, 03:00 PM
Q2 2022 16 $580M +$66.6M -$6.77M +$59.9M LAD, AVLR, CCK, VVV, ASO 13F-HR 8/15/2022, 04:00 PM
Q1 2022 17 $688M +$74.2M -$75.1M -$893K AVLR, CCK, LAD, VVV, DKS 13F-HR 5/16/2022, 04:00 PM
Q4 2021 17 $832M +$59.5M -$44.4M +$15.1M AVLR, LAD, VVV, CCK, DKS 13F-HR 2/14/2022, 04:21 PM
Q3 2021 17 $859M +$57.4M -$35.9M +$21.5M AVLR, LAD, CCK, VVV, DKS 13F-HR 11/15/2021, 04:00 PM
Q2 2021 16 $883M +$107M -$75M +$31.9M AVLR, LAD, TUEM, CCK, VVV 13F-HR 8/16/2021, 04:00 PM
Q1 2021 18 $762M +$29.1M -$145M -$116M AVLR, LAD, CCK, VVV, TTWO 13F-HR 5/17/2021, 04:00 PM
Q4 2020 17 $852M +$23.9M -$51.1M -$27.2M AVLR, LAD, CCK, VVV, TTWO 13F-HR 2/16/2021, 03:00 PM
Q3 2020 18 $746M +$50.1M -$16.2M +$33.9M AVLR, LAD, CCK, VVV, TTWO 13F-HR 11/16/2020, 03:00 PM
Q2 2020 19 $660M +$17.1M -$51.6M -$34.6M AVLR, VVV, CCK, EQIX, TTWO 13F-HR 8/14/2020, 04:00 PM
Q1 2020 22 $508M +$65M -$46.5M +$18.5M AVLR, EQIX, CCK, TTWO, VVV 13F-HR 5/15/2020, 04:00 PM
Q4 2019 20 $781M +$22M -$77.8M -$55.8M AVLR, VVV, CSOD, DKS, INST 13F-HR 2/14/2020, 03:00 PM
Q3 2019 22 $787M +$64.6M -$33.4M +$31.2M AVLR, VVV, CSOD, EQIX, DKS 13F-HR 11/14/2019, 03:00 PM
Q2 2019 20 $763M +$68.7M -$44.2M +$24.5M AVLR, CSOD, VVV, CCK, BATRKXXXX 13F-HR 8/14/2019, 04:00 PM
Q1 2019 20 $713M +$17.1M -$76.9M -$59.8M PTC, CSOD, VVV, BATRKXXXX, CCK 13F-HR 5/15/2019, 03:00 PM
Q4 2018 21 $672M +$99.3M -$56.1M +$43.2M PTC, VVV, CSOD, EXPD, AAP 13F-HR 2/14/2019, 03:01 PM
Q3 2018 20 $736M +$89M -$76.9M +$12.1M PTC, VVV, AAP, CSOD, BATRKXXXX 13F-HR 11/14/2018, 02:02 PM
Q2 2018 16 $663M +$81.5M -$33.4M +$48.1M VVV, PTC, AAP, CSOD, BATRKXXXX 13F-HR 8/14/2018, 03:00 PM
Q1 2018 20 $667M +$91.8M -$33.4M +$58.4M AAP, PTC, VVV, CSOD, EXPD 13F-HR 5/15/2018, 04:00 PM
Q4 2017 20 $589M +$75.7M -$15.2M +$60.5M AAP, CSOD, CLNS, PTC, VVV 13F-HR 2/14/2018, 03:54 PM
Q3 2017 19 $526M +$90M -$26.7M +$63.3M CSOD, PTC, AAP, CLNS, VVV 13F-HR 11/14/2017, 03:01 PM
Q2 2017 22 $495M +$47.3M -$23.3M +$24M CSOD, CLNS, PTC, HAWK, EXPD 13F-HR 8/14/2017, 04:00 PM
Q1 2017 19 $456M +$100M -$25M +$75.5M CSOD, PTC, CLNS, HAWK, EXPD 13F-HR 5/15/2017, 04:00 PM
Q4 2016 18 $418M +$17.5M -$52.5M -$35M CSOD, PTC, NSAM, EXPD, HAWK 13F-HR 2/14/2017, 03:00 PM
Q3 2016 19 $444M +$17.9M -$34M -$16.1M CSOD, PTC, NSAM, EXPD, NWSA 13F-HR 11/15/2016, 08:38 AM
Q2 2016 17 $411M +$66.9M -$6.74M +$60.2M CSOD, PTC, EXPD, NSAM, ASGNXXXX 13F-HR 8/15/2016, 04:01 PM
Q1 2016 17 $349M +$104M -$31.2M +$72.4M CSOD, PTC, EXPD, NWSA, NSAM 13F-HR 5/16/2016, 04:01 PM
Q4 2015 17 $332M +$54M -$36.5M +$17.5M PTC, EXPD, EQIXXXXX, CSOD, ASGNXXXX 13F-HR 2/16/2016, 05:19 AM
Q3 2015 18 $334M +$75.4M -$21.5M +$54M EXPD, PTC, ASGNXXXX, CSG, NWS 13F-HR 11/16/2015, 03:10 PM
Q2 2015 17 $364M +$30.2M -$38.2M -$7.93M INFA, EXPD, NWS, CSG, ASGNXXXX 13F-HR 8/14/2015, 04:06 PM
Q1 2015 17 $380M +$25.4M -$47.3M -$21.9M INFA, EXPD, NWS, CSG, ASGNXXXX 13F-HR 5/15/2015, 04:01 PM
Q4 2014 19 $396M +$87.5M -$52.1M +$35.4M INFA, EXPD, ASGNXXXX, CSG, NWS 13F-HR 2/17/2015, 03:14 PM
Q3 2014 18 $409M +$44.9M -$6.89M +$38M TIBX, EXPD, INFA, CSG, CST 13F-HR 11/14/2014, 03:01 PM
Q2 2014 18 $395M +$24.5M -$28.1M -$3.62M TIBX, EXPD, INFA, CSG, CST 13F-HR 8/14/2014, 04:02 PM
Q1 2014 17 $382M +$47.9M -$58.7K +$47.9M TIBX, EXPD, INFA, XRXXXXX, CST 13F-HR 5/15/2014, 04:04 PM
Q4 2013 16 $353M TIBX, INFA, EXPD, XRXXXXX, CST 13F-HR 2/14/2014, 03:15 PM