Institutional
STADIUM CAPITAL MANAGEMENT LLC
CIK 0001105087
$40.6M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BLDR | Builders FirstSource Inc | $73.64 | -1.79% | -34.03% | 65.48% | $13.1M | 32.22% | — | HELD |
| 2 | BC | Brunswick Corp/DE | $80.40 | -2.47% | 46.35% | -14.53% | $9.7M | 23.95% | −99,552 | −42.7% |
| 3 | DKS | Dick's Sporting Goods Inc | $214.83 | -1.27% | 21.74% | 139.35% | $7.0M | 17.25% | — | HELD |
| 4 | LCII | LCI Industries | $94.36 | 0.11% | 11.60% | -21.91% | $5.1M | 12.64% | −126,178 | −75.1% |
| 5 | SNBR | Sleep Number Corp | $0.42 | -12.04% | -93.98% | -99.57% | $4.7M | 11.57% | — | HELD |
| 6 | GTLB | Gitlab Inc | $31.12 | 0.91% | -36.19% | -67.76% | $967K | 2.38% | −40,000 | −47.2% |
Source: SEC EDGAR · accession 0000935836-26-000268. 13F discloses long positions only — shorts, foreign equities, and options are excluded.