Stadium Capital Management Llc Portfolio Stock Holdings
Stadium Capital Management Llc disclosed 6 stock positions valued at approximately $40.6 million in its latest SEC 13F filing. The largest holdings include Builders FirstSource Inc, Brunswick Corp/DE, and Dick's Sporting Goods Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 6
- Portfolio Value
- $40.6M
Holdings by Sector
Stadium Capital Management Llc Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Builders FirstSource Inc | BLDR | Industrials | 32.22% | 158,894 | - | - | $13,081,743 |
| Brunswick Corp/DE | BC | Consumer Cyclical | 23.95% | 133,656 | -99,552 | -42.69% | $9,724,811 |
| Dick's Sporting Goods Inc | DKS | Consumer Cyclical | 17.25% | 35,319 | - | - | $7,003,405 |
| LCI Industries | LCII | Consumer Cyclical | 12.64% | 41,745 | -126,178 | -75.14% | $5,133,800 |
| Sleep Number Corp | SNBR | Consumer Cyclical | 11.57% | 2,616,459 | - | - | $4,696,544 |
| Gitlab Inc | GTLB | Technology | 2.38% | 44,683 | -40,000 | -47.23% | $966,940 |