Q1 2026 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2026-05-15 · accession 0000935836-26-000268
$40.6M
Reported value
6
Positions
2026-03-31
Period end
The Brief · STADIUM CAPITAL MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
STADIUM CAPITAL MANAGEMENT LLC reduced its position in LCI Industries LCII by 75.14%. The fund also trimmed its holdings in Gitlab Inc GTLB by 47.24% and Brunswick Corp/DE BC by 42.69%. No new positions were added to the portfolio, which holds a total of 6 positions with $40.6M in assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $13.1M | 32.2% | 158,894 | Common | SOLE |
| 117043109 | BC | Brunswick Corp/DE | $9.7M | 23.9% | 133,656 | Common | SOLE |
| 253393102 | DKS | Dick's Sporting Goods Inc | $7.0M | 17.2% | 35,319 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $5.1M | 12.6% | 41,745 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $4.7M | 11.6% | 2,616,459 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $966,940 | 2.38% | 44,683 | 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.