Tensile Capital Management LP

**Tensile Capital Management LP** manages $772M across a concentrated portfolio of 24 positions. The fund exhibits significant conviction in its top holdings, with LAD representing the largest allocation at $74.7M. Key concentrations include DKS ($70.8M), VERX ($68.3M), and CCK ($63.0M), indicating a targeted, high-conviction approach. This structure suggests an active, bottom-up strategy focused on deeply researched opportunities.

📌 Top Holdings