Filed: 2/17/2026ACC: 0000935836-26-000111
📋 What this filing means
STADIUM CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $86.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$86.34M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$83.17M96.3%
CLASS A COM$3.18M3.7%
Portfolio Concentration
Top 3$59.82M69.3%
4–10$26.52M30.7%
Top 3 weight
69.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
Sleep Number Corp
SOLEShares2.62M
TypeSH
Market value$22.14M
25.64%
Sole
2.62M
Shared
0.00
None
0.00
LCI Industries
SOLEShares167.92K
TypeSH
Market value$20.38M
23.60%
Sole
167.92K
Shared
0.00
None
0.00
Brunswick Corp/DE
SOLEShares233.21K
TypeSH
Market value$17.31M
20.05%
Sole
233.21K
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares158.89K
TypeSH
Market value$16.35M
18.93%
Sole
158.89K
Shared
0.00
None
0.00
Dick's Sporting Goods Inc
SOLEShares35.32K
TypeSH
Market value$6.99M
8.10%
Sole
35.32K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares84.68K
TypeSH
Market value$3.18M
3.68%
Sole
84.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Sleep Number CorpSOLE | COM | 2.62M | SH | $22.14M 25.64% | 2.62M | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 167.92K | SH | $20.38M 23.60% | 167.92K | 0.00 | 0.00 |
Brunswick Corp/DESOLE | COM | 233.21K | SH | $17.31M 20.05% | 233.21K | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 158.89K | SH | $16.35M 18.93% | 158.89K | 0.00 | 0.00 |
Dick's Sporting Goods IncSOLE | COM | 35.32K | SH | $6.99M 8.10% | 35.32K | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 84.68K | SH | $3.18M 3.68% | 84.68K | 0.00 | 0.00 |