STADIUM CAPITAL MANAGEMENT LLC

CIK: 0001105087SEC EDGAR →

Portfolio Value

$86.3M

Holdings

6

As of

Q4 2025

New Positions

1

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SL2

Sleep Number Corp

2,616,459$22.1M
25.64%
2
LCII

LCI Industries

167,923$20.4M
23.60%
3
BC

Brunswick Corp/DE

233,208$17.3M
20.05%
4
BLDR

Builders FirstSource Inc

158,894$16.3M
18.93%
5
DKS

Dick's Sporting Goods Inc

35,319$7.0M
8.10%
6
GTLB

Gitlab Inc

84,683$3.2M
3.68%

Quarterly Changes

Top Buys

LCII↑ Increased
$11.4M

Top Sells

NSPCLOSED
$13.0M
BLDR↓ Decreased
$5.8M
BC↓ Decreased
$2.1M

Closed Positions (1)

NSP
$13.0M · 264K shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical3$44.7M51.7%
Unknown1$22.1M25.6%
Industrials1$16.3M18.9%
Technology1$3.2M3.7%