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TENSILE CAPITAL MANAGEMENT LP

13-F Portfolio Value: $698.49 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 68.7%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
QTWO	Q2 HOLDINGS INC	6.03%	889,767	$42,085,979	210,000	30.89%	$47.3	13F
WBI	WATERBRIDGE INFRASTRUCTURE LLC	3.78%	984,574	$26,376,737	455,768	86.19%	$26.79	13F
UHALB	U-HAUL HOLDING CO	2.44%	381,395	$17,036,915	318,000	501.62%	$44.67	13F