Latest STADIUM CAPITAL MANAGEMENT LLC Stock Portfolio

$21.01Million | No. of Holdings #2

About STADIUM CAPITAL MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, STADIUM CAPITAL MANAGEMENT LLC reported an equity portfolio of $21 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of STADIUM CAPITAL MANAGEMENT LLC are BLDR, BC, DKS. The fund has invested 67.7% of it's portfolio in BUILDERS FIRSTSOURCE INC and 32.3% of portfolio in BRUNSWICK CORP. <br><br> The fund managers got completely rid off DICK'S SPORTING GOODS INC (DKS), LCI INDUSTRIES (LCII) and SLEEP NUMBER CORP (SNBR) stocks. They significantly reduced their stock positions in BRUNSWICK CORP (BC).

STADIUM CAPITAL MANAGEMENT LLC Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$21.01Million

as of Aug 14, 2026

STADIUM CAPITAL MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by STADIUM CAPITAL MANAGEMENT LLC

Additions

No additions were made to existing positions by STADIUM CAPITAL MANAGEMENT LLC

Reductions

Ticker	% Reduced
brunswick corp	-39.7

STADIUM CAPITAL MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sleep number corp	-4,696,540
gitlab inc	-966,940
lci industries	-5,133,800
dick's sporting goods inc	-7,003,400

STADIUM CAPITAL MANAGEMENT LLC got rid off the above stocks

Sector Distribution

Industrials
Consumer Cyclical

Sector	%
Industrials	67.7
Consumer Cyclical	32.3

Market Cap. Distribution

MID-CAP

Category	%
MID-CAP	100

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%
BC	brunswick corp	12.7 %
BLDR	builders firstsource inc	8.7 %

Top 5 Winners ($)		$
BC	brunswick corp	1.2 M
BLDR	builders firstsource inc	1.1 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

STADIUM CAPITAL MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of STADIUM CAPITAL MANAGEMENT LLC

$21.01MTotal Value

6.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of STADIUM CAPITAL MANAGEMENT LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
BC Brunswick Corp Brunswick CorpBC STADIUM CAPITAL MANAGEMENT LLC's holding in Brunswick Corp over time	32.32%	80,600	$6.79M 32.32%	decreased 39.7 percentreduced

BLDR Builders Firstsource Inc Builders Firstsource IncBLDR STADIUM CAPITAL MANAGEMENT LLC's holding in Builders Firstsource Inc over time	67.68%	158,894	$14.22M 67.68%	unchanged 0 percentunchanged

DKS Dick'S Sporting Goods Inc Dick'S Sporting Goods IncDKS STADIUM CAPITAL MANAGEMENT LLC's holding in Dick'S Sporting Goods Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

GTLB Gitlab Inc Gitlab IncGTLB STADIUM CAPITAL MANAGEMENT LLC's holding in Gitlab Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

LCII Lci Industries Lci IndustriesLCII STADIUM CAPITAL MANAGEMENT LLC's holding in Lci Industries over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

SNBR Sleep Number Corp Sleep Number CorpSNBR STADIUM CAPITAL MANAGEMENT LLC's holding in Sleep Number Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off