Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STADIUM CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

STADIUM CAPITAL MANAGEMENT LLC (CIK 1105087) reported $21.0M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BLDR ($14.2M, 67.68%), BC ($6.8M, 32.32%), DKS ($0, 0.00%), GTLB ($0, 0.00%), LCII ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BLDRBUILDERS FIRSTSOURCE INC$14.2M67.68%158,894Hold
2BCBRUNSWICK CORP$6.8M32.32%80,600Trimmed
3DKSDick's Sporting Goods Inc$00.00%0Exited
4GTLBGitlab Inc$00.00%0Exited
5LCIILCI Industries$00.00%0Exited
6SNBRSleep Number Corp$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30