Filed: 11/14/2025ACC: 0000935836-25-000705
📋 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 $93.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$93.57M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$89.75M95.9%
CLASS A COM$3.82M4.1%
Portfolio Concentration
Top 3$59.99M64.1%
4–10$33.58M35.9%
Top 3 weight
64.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.59M
Sole
Full voting authority
3.59M
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
SOLEShares182.79K
TypeSH
Market value$22.16M
23.69%
Sole
182.79K
Shared
0.00
None
0.00
Brunswick Corp
SOLEShares307.76K
TypeSH
Market value$19.46M
20.80%
Sole
307.76K
Shared
0.00
None
0.00
Sleep Number Corp
SOLEShares2.62M
TypeSH
Market value$18.37M
19.63%
Sole
2.62M
Shared
0.00
None
0.00
Insperity Inc
SOLEShares263.71K
TypeSH
Market value$12.97M
13.87%
Sole
263.71K
Shared
0.00
None
0.00
LCI Industries
SOLEShares95.92K
TypeSH
Market value$8.94M
9.55%
Sole
95.92K
Shared
0.00
None
0.00
Dick's Sporting Goods Inc
SOLEShares35.32K
TypeSH
Market value$7.85M
8.39%
Sole
35.32K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares84.68K
TypeSH
Market value$3.82M
4.08%
Sole
84.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Builders FirstSource IncSOLE | COM | 182.79K | SH | $22.16M 23.69% | 182.79K | 0.00 | 0.00 |
Brunswick CorpSOLE | COM | 307.76K | SH | $19.46M 20.80% | 307.76K | 0.00 | 0.00 |
Sleep Number CorpSOLE | COM | 2.62M | SH | $18.37M 19.63% | 2.62M | 0.00 | 0.00 |
Insperity IncSOLE | COM | 263.71K | SH | $12.97M 13.87% | 263.71K | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 95.92K | SH | $8.94M 9.55% | 95.92K | 0.00 | 0.00 |
Dick's Sporting Goods IncSOLE | COM | 35.32K | SH | $7.85M 8.39% | 35.32K | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 84.68K | SH | $3.82M 4.08% | 84.68K | 0.00 | 0.00 |