STADIUM CAPITAL MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1105087 · latest 13F-HR filed 2026-05-15
STADIUM CAPITAL MANAGEMENT LLC manages $40.6M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BLDR (32.22%), BC (23.95%), DKS (17.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$40.6M
Long-equity book
6
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑0 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- Sleep Number Corp-$17.4M -78.8%
- LCI Industries-$15.2M -74.8%
- Brunswick Corp/DE-$7.6M -43.8%
- Builders FirstSource Inc-$3.3M -20.0%
- Gitlab Inc-$2.2M -69.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Builders FirstSource Inc | BLDR | 12008R107 | $13.1M | 32.22% | 158,894 | SH |
| 2 | Brunswick Corp/DE | BC | 117043109 | $9.7M | 23.95% | 133,656 | SH |
| 3 | Dick's Sporting Goods Inc | DKS | 253393102 | $7.0M | 17.25% | 35,319 | SH |
| 4 | LCI Industries | LCII | 50189K103 | $5.1M | 12.64% | 41,745 | SH |
| 5 | Sleep Number Corp | SNBR | 83125X103 | $4.7M | 11.57% | 2,616,459 | SH |
| 6 | Gitlab Inc | GTLB | 37637K108 | $966.9K | 2.38% | 44,683 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $40.6M | 6 | 0000935836-26-000268 |
| 2025-12-31 | 2026-02-17 | $86.3M | 6 | 0000935836-26-000111 |
| 2025-09-30 | 2025-11-14 | $93.6M | 7 | 0000935836-25-000705 |