Tensile Capital Management LP: COMPASS INC (COMP): Quarterly 13F Position History
As of Q2 2026, Tensile Capital Management LP reported 4,012,399 shares of COMPASS INC (COMP), worth $49.5M and representing 6.8% of its 13F equity book. Quarter-over-quarter share count change: + 2,015,000 (+100.9%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 4,012,399Shares Held (Latest Filing)
- $49.5MReported Market Value (Latest Filing)
- 6.8%Portfolio Weight (% of 13F Equity Book)
- +2,015,000Quarter-over-Quarter Share Change
- +$34.9MQuarter-over-Quarter Value Change
- 4,012,399Peak Reported Shares (Historical)
Recent initiation: Tensile Capital Management LP first reported COMP on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,012,399 | +2,015,000 | +100.9% | $49.5M | 6.8% | $12.3 |
| Q1 2026 | 1,997,399 | – | – | $14.6M | 2.1% | $7.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Tensile Capital Management LP first disclose a COMP position in 13F-HR filings?
Tensile Capital Management LP first reported COMPASS INC (COMP) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Tensile Capital Management LP's most recent quarter-over-quarter share-count change in COMP?
Between Q1 2026 and Q2 2026, Tensile Capital Management LP added 2,015,000 shares of COMP (+100.9%), bringing the total reported position to 4,012,399 shares at a market value of $49.5M.
Does the implied price-per-share represent Tensile Capital Management LP's cost basis in COMP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.