Q2 2025 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-08-14 · accession 0000935836-25-000533
$108.6M
Reported value
7
Positions
2025-06-30
Period end
The Brief · STADIUM CAPITAL MANAGEMENT LLC · Q2 2025
AI · grounded in 13F
STADIUM CAPITAL MANAGEMENT LLC established a new position in Builders FirstSource Inc BLDR valued at $37.1M. The fund also initiated new stakes in Brunswick Corp BC for $20.7M and Sleep Number Corp SNBR for $17.7M. Additional new positions include Grocery Outlet Holding Corp GO, LCI Industries LCII, and Dick's Sporting Goods Inc DKS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $37.1M | 34.1% | 317,592 | Common | SOLE |
| 117043109 | BC | Brunswick Corp | $20.7M | 19.0% | 373,860 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $17.7M | 16.3% | 2,616,459 | Common | SOLE |
| 39874R101 | GO | Grocery Outlet Holding Corp | $10.9M | 10.0% | 877,860 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $8.7M | 8.05% | 95,923 | Common | SOLE |
| 253393102 | DKS | Dick's Sporting Goods Inc | $7.0M | 6.43% | 35,319 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $6.6M | 6.08% | 146,383 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.