STADIUM CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001105087 · NEW CANAAN, CT

As of Sep 30, 2025, STADIUM CAPITAL MANAGEMENT LLC reported 7 positions worth $93.6M in its SEC Form 13F filing.

Top 7 holdings

SecurityTickerSectorSharesValue% of portfolio
BUILDERS FIRSTSOURCE INCBLDRBasic Materials182,792$22.2M23.69%
BRUNSWICK CORPBCConsumer Cyclical307,760 9.5M20.80%
SLEEP NUMBER CORPSNBRConsumer Cyclical2,616,459 8.4M19.63%
INSPERITY INCNSPIndustrials263,715 3.0M13.87%
LCI INDUSTRIESLCIIConsumer Cyclical95,923$8.9M9.55%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical35,319$7.8M8.39%
GITLAB INCGTLBTechnology84,683$3.8M4.08%