Q3 2025 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-11-14 · accession 0000935836-25-000705
$93.6M
Reported value
7
Positions
2025-09-30
Period end
The Brief · STADIUM CAPITAL MANAGEMENT LLC · Q3 2025
AI · grounded in 13F
STADIUM CAPITAL MANAGEMENT LLC established a new position in Builders FirstSource Inc BLDR valued at $22.16M. The fund also initiated new stakes in Brunswick Corp BC for $19.46M and Sleep Number Corp SNBR for $18.37M. Additional new positions include Insperity Inc NSP, LCI Industries LCII, and Dick's Sporting Goods Inc DKS. Total assets under management stand at $93.57M across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $22.2M | 23.7% | 182,792 | Common | SOLE |
| 117043109 | BC | Brunswick Corp | $19.5M | 20.8% | 307,760 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $18.4M | 19.6% | 2,616,459 | Common | SOLE |
| 45778Q107 | NSP | Insperity Inc | $13.0M | 13.9% | 263,715 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $8.9M | 9.55% | 95,923 | Common | SOLE |
| 253393102 | DKS | Dick's Sporting Goods Inc | $7.8M | 8.39% | 35,319 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $3.8M | 4.08% | 84,683 | 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.