Q4 2025 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2026-02-17 · accession 0000935836-26-000111
$86.3M
Reported value
6
Positions
2025-12-31
Period end
The Brief · STADIUM CAPITAL MANAGEMENT LLC · Q4 2025
AI · grounded in 13F
STADIUM CAPITAL MANAGEMENT LLC closed its entire position in Insperity Inc NSP, reducing its holdings by $12.97M. The fund also trimmed its stakes in Brunswick Corp/DE BC by 24.22% and Builders FirstSource Inc BLDR by 13.07%. Conversely, the manager accumulated shares of LCI Industries LCII, increasing that position by 75.06%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 83125X103 | SNBR | Sleep Number Corp | $22.1M | 25.6% | 2,616,459 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $20.4M | 23.6% | 167,923 | Common | SOLE |
| 117043109 | BC | Brunswick Corp/DE | $17.3M | 20.1% | 233,208 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $16.3M | 18.9% | 158,894 | Common | SOLE |
| 253393102 | DKS | Dick's Sporting Goods Inc | $7.0M | 8.10% | 35,319 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $3.2M | 3.68% | 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.