Coliseum Capital Management Q2 2026: Major Stock Purchases & Sales

Coliseum Capital Management's portfolio underwent significant changes during the second quarter of 2026, reflecting strategic buying and selling activities based on the latest filing data.

Purchase Highlights

The investor demonstrated active buying in several sectors. Notably, they increased their position significantly in FOXF (Fox Factory Holdings Corp.), acquiring shares representing a 100% stake increase during the quarter.

Concurrently, there was a substantial purchase of common stock in MBC (Masterbrand Inc.). This resulted in an approximate 3.98% increase in shares held for MBC and contributed to its current portfolio allocation percentage.

Additionally, the investor bolstered their position in BLDR (Builders FirstSource Inc.), increasing holdings by 24.13% from the previous quarter, which now accounts for a significant portion of the portfolio.

Sale and Reduction Activities

On the other side of their transactions, Coliseum Capital Management significantly reduced exposure in certain companies during Q2 2026.

The most pronounced reduction occurred with UTI (Universal Technical Institute Inc.). The investor sold a large number of shares, resulting in a staggering -75.54% change from the prior period and reducing its portfolio allocation percentage substantially.

Similarly, they decreased their stake in WSC (Willscot Mobile Mini Holdings Corp.), selling shares that led to a -30.04% change from the previous quarter and lowering its allocation percentage.

Furthermore, there was a significant reduction in holdings for HRI (Herc Holdings Inc.), which experienced an approximate -32.79% share decrease during the period.

No Activity Disclosed

For other stocks within their top holdings list, such as NATL (NCR Atleos Corp.), OMI (Accendra Health Inc.), and SONO (Sonos Inc.), the data indicates no change in shares held from the previous quarter.

Overall Portfolio Shifts

The changes observed suggest a dynamic portfolio strategy focused on capitalizing on specific opportunities while strategically exiting or reducing positions perceived differently by the investor compared to prior periods.