Filed: 8/14/2025ACC: 0000935836-25-000533
📋 What this filing means
STADIUM CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $108.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$108.63M
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$102.02M93.9%
CLASS A COM$6.60M6.1%
Portfolio Concentration
Top 3$75.39M69.4%
4–10$33.24M30.6%
Top 3 weight
69.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Sole
Full voting authority
4.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
Builders FirstSource Inc
SOLEShares317.59K
TypeSH
Market value$37.06M
34.12%
Sole
317.59K
Shared
0.00
None
0.00
Brunswick Corp
SOLEShares373.86K
TypeSH
Market value$20.65M
19.01%
Sole
373.86K
Shared
0.00
None
0.00
Sleep Number Corp
SOLEShares2.62M
TypeSH
Market value$17.67M
16.27%
Sole
2.62M
Shared
0.00
None
0.00
Grocery Outlet Holding Corp
SOLEShares877.86K
TypeSH
Market value$10.90M
10.04%
Sole
877.86K
Shared
0.00
None
0.00
LCI Industries
SOLEShares95.92K
TypeSH
Market value$8.75M
8.05%
Sole
95.92K
Shared
0.00
None
0.00
Dick's Sporting Goods Inc
SOLEShares35.32K
TypeSH
Market value$6.99M
6.43%
Sole
35.32K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares146.38K
TypeSH
Market value$6.60M
6.08%
Sole
146.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Builders FirstSource IncSOLE | COM | 317.59K | SH | $37.06M 34.12% | 317.59K | 0.00 | 0.00 |
Brunswick CorpSOLE | COM | 373.86K | SH | $20.65M 19.01% | 373.86K | 0.00 | 0.00 |
Sleep Number CorpSOLE | COM | 2.62M | SH | $17.67M 16.27% | 2.62M | 0.00 | 0.00 |
Grocery Outlet Holding CorpSOLE | COM | 877.86K | SH | $10.90M 10.04% | 877.86K | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 95.92K | SH | $8.75M 8.05% | 95.92K | 0.00 | 0.00 |
Dick's Sporting Goods IncSOLE | COM | 35.32K | SH | $6.99M 6.43% | 35.32K | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 146.38K | SH | $6.60M 6.08% | 146.38K | 0.00 | 0.00 |