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Stadium Capital Management LLC 13F Holdings · Q2 2026

Stadium Capital Management LLC reported 2 securities worth $21.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BLDR (67.68%), BC (32.32%), DKS (0.00%). Among its top 25 positions this quarter: 1 trimmed, 4 exited.

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
6SNBRQSleep Number Corp$00.00%0Exited

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

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR