Filed: 5/15/2026ACC: 0000935836-26-000268
📋 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 $40.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$40.61M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$39.64M97.6%
CLASS A COM$966.9K2.4%
Portfolio Concentration
Top 3$29.81M73.4%
4–10$10.80M26.6%
Top 3 weight
73.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Sole
Full voting authority
3.03M
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:
Builders FirstSource Inc
SOLEShares158.89K
TypeSH
Market value$13.08M
32.22%
Sole
158.89K
Shared
0.00
None
0.00
Brunswick Corp/DE
SOLEShares133.66K
TypeSH
Market value$9.72M
23.95%
Sole
133.66K
Shared
0.00
None
0.00
Dick's Sporting Goods Inc
SOLEShares35.32K
TypeSH
Market value$7.00M
17.25%
Sole
35.32K
Shared
0.00
None
0.00
LCI Industries
SOLEShares41.74K
TypeSH
Market value$5.13M
12.64%
Sole
41.74K
Shared
0.00
None
0.00
Sleep Number Corp
SOLEShares2.62M
TypeSH
Market value$4.70M
11.57%
Sole
2.62M
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares44.68K
TypeSH
Market value$966.9K
2.38%
Sole
44.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Builders FirstSource IncSOLE | COM | 158.89K | SH | $13.08M 32.22% | 158.89K | 0.00 | 0.00 |
Brunswick Corp/DESOLE | COM | 133.66K | SH | $9.72M 23.95% | 133.66K | 0.00 | 0.00 |
Dick's Sporting Goods IncSOLE | COM | 35.32K | SH | $7.00M 17.25% | 35.32K | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 41.74K | SH | $5.13M 12.64% | 41.74K | 0.00 | 0.00 |
Sleep Number CorpSOLE | COM | 2.62M | SH | $4.70M 11.57% | 2.62M | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 44.68K | SH | $966.9K 2.38% | 44.68K | 0.00 | 0.00 |