Tensile Capital Management LP
LARKSPUR CA · SEC CIK 0001598843
$6.98亿2026Q1 申报市值
25持仓数
68.7%前十大占比 · 第一大 10.2%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TYL 新建仓+$1,758.98万
CVCO 新建仓+$1,598.16万
COMP 新建仓+$1,460.10万
UHAL/B 加仓+$1,420.51万
WBI 加仓+$1,221.00万
2026Q1 卖出最多 按季末市值估算
CLEARWATER ANALY 减仓-$3,512.02万
USFD 减仓-$2,056.28万
CCK 减仓-$1,774.42万
VAL 清仓-$1,710.70万
ONESTREAM INC 清仓-$994.50万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICK'S SPORTING GOODS INC | $7,095.69万 | 10.16% | 357,844 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $7,068.90万 | 10.12% | 2,098,843 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MOTORS INC | $5,567.83万 | 7.97% | 222,963 | -1,827 | -0.8% | -$45.62万 | 减仓 |
| USFD | US FOODS HOLDING CORP | $4,988.95万 | 7.14% | 541,042 | -223,000 | -29.2% | -$2,056.28万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $4,648.02万 | 6.65% | 1,591,243 | -275,000 | -14.7% | -$803.27万 | 减仓 |
| CCK | CROWN HOLDINGS INC | $4,362.53万 | 6.25% | 435,165 | -177,000 | -28.9% | -$1,774.42万 | 减仓 |
| QTWO | Q2 HOLDINGS INC | $4,208.60万 | 6.03% | 889,767 | 210,000 | 30.9% | $993.30万 | 加仓 |
| VERX | VERTEX INC | $4,040.89万 | 5.79% | 3,398,563 | -21,431 | -0.6% | -$25.48万 | 减仓 |
| BATRK | ATLANTA BRAVES HOLDINGS INC | $3,219.06万 | 4.61% | 753,879 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $2,777.91万 | 3.98% | 750,786 | -40,159 | -5.1% | -$148.59万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE LLC | $2,637.67万 | 3.78% | 984,574 | 455,768 | 86.2% | $1,221.00万 | 加仓 |
| EQIX | EQUINIX INC | $2,587.05万 | 3.70% | 26,392 | -1,500 | -5.4% | -$147.04万 | 减仓 |
| — | CLEARWATER ANALYTICS HOLDINGS INC | $2,080.43万 | 2.98% | 879,674 | -1,485,000 | -62.8% | -$3,512.02万 | 减仓 |
| NE | NOBLE CORP PLC | $1,959.73万 | 2.81% | 399,375 | -130,000 | -24.6% | -$637.91万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,758.98万 | 2.52% | 51,375 | 51,375 | — | $1,758.98万 | 新建仓 |
| UHAL/B | U-HAUL HOLDING CO | $1,703.69万 | 2.44% | 381,395 | 318,000 | 501.6% | $1,420.51万 | 加仓 |
| CVCO | CAVCO INDUSTRIES INC | $1,598.16万 | 2.29% | 33,000 | 33,000 | — | $1,598.16万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $1,570.27万 | 2.25% | 211,143 | -37,419 | -15.1% | -$278.29万 | 减仓 |
| NCNO | NCINO INC | $1,505.70万 | 2.16% | 1,005,142 | -80,000 | -7.4% | -$119.84万 | 减仓 |
| COMP | COMPASS INC | $1,460.10万 | 2.09% | 1,997,399 | 1,997,399 | — | $1,460.10万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GROUP INC | $840.60万 | 1.20% | 849,946 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $836.45万 | 1.20% | 53,000 | 53,000 | — | $836.45万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $723.73万 | 1.04% | 525,202 | 525,202 | — | $723.73万 | 新建仓 |
| FOXF | FOX FACTORY HOLDING CORP | $389.30万 | 0.56% | 236,512 | 236,512 | — | $389.30万 | 新建仓 |
| — | ALIGHT INC | $219.12万 | 0.31% | 3,760,472 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -339,419 | -100.0% | -$1,710.70万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -541,070 | -100.0% | -$994.50万 | 清仓 |
| ARCB | ARCBEST CORP | $0 | 0.00% | 0 | -81,230 | -100.0% | -$602.60万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS | $0 | 0.00% | 0 | -75,039 | -100.0% | -$374.90万 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -35,000 | -100.0% | -$176.40万 | 清仓 |