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Tensile Capital Management LP
Tensile Capital Management LP is a hedge fund investment adviser headquartered in Larkspur, California. Founded in 2012, the firm manages assets primarily for institutional investors and high net worth individuals, providing fundamental long/short equity strategies. With approximately 11 employees, the firm is known for its focused, research-driven approach.
Investment Strategy
Tensile Capital Management LP utilizes a fundamental, value-oriented long/short equity strategy with a focus on U.S. and select global equities. The firm employs intensive research to identify mispriced companies offering both upside potential and downside protection. Portfolio construction emphasizes concentration on high-conviction investments, risk management, and capital preservation.
Latest 13F Filing Activity
Tensile Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $828M. The fund increased holdings in Clearwater Analytics HLDGS I, Valvoline Inc., Us Foods HLDG Corp. among other positions. Tensile Capital Management LP reduced exposure to Valaris LTD, Ncino Inc., Pro Holdings Inc. among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VERX | VERTEX INC | 15.54% | $128.8M | 3,643,850 | $14.85 | $35.34 | +$602.0K |
V VVV | VALVOLINE INC | 9.33% | $77.3M | 2,040,179 | $26.47 | $37.87 | +$8.9M |
D DKS | DICKS SPORTING GOODS | 9.14% | $75.7M | 382,844 | $55.14 | $197.81 | -$630.0K |
L LAD | LITHIA MTRS INC | 9.11% | $75.5M | 223,527 | $158.98 | $337.82 | +$6.4M |
Q QTWO | Q2 HOLDINGS INC | 8.81% | $73.0M | 779,767 | $33.04 | $93.59 | +$4.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | San Francisco, CA , United States | |
 | Director of Research | New York, NY , United States | |
 | Principal | San Francisco, CA , United States | |
 | Analyst | Larkspur, CA , United States |
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