Stadium Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Stadium Capital Management LLC reported 2 stock positions worth $21.0 million. Its top holding was Builders Firstsource (BLDR) at 67.7% of the portfolio, followed by Brunswick (BC, 32.3%). Compared with Q1 2026, it sold out of 4 and reduced 1. The biggest sale was an exit from Dick's Sporting Goods (DKS).

Most Recent 13F
Q2 2026
Location
New Canaan, CT
CIK
0001105087
Portfolio Value
$21.0M (Q2 2026)
SEC Filing
0000935836-26-000419 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $126.0M Q1 2024 Q2 2024: $90.8M Q2 2024 Q3 2024: $132.9M Q3 2024 Q4 2024: $118.0M Q4 2024 Q1 2025: $109.1M Q1 2025 Q2 2025: $108.6M Q2 2025 Q3 2025: $93.6M Q3 2025 Q4 2025: $86.3M Q4 2025 Q1 2026: $40.6M Q1 2026 Q2 2026: $21.0M $21.0M Q2 2026

Holdings 2 stocks · $21.0M
BLDR Builders Firstsource Inc. 67.68% 158,894 $14.2M No change
BC Brunswick Corp. 32.32% 80,600 $6.8M Reduce -39.7%

Portfolio Sells Q1 2026 → Q2 2026
DKS Dick's Sporting Goods Inc. Sold out 0.00% −17.25
LCII Lci Industries Sold out 0.00% −12.64
SNBRQ Sleep Number Corp. Sold out 0.00% −11.57
GTLB Gitlab Inc. Class A Sold out 0.00% −2.38
BC Brunswick Corp. Reduce -39.7% 32.32% +8.37

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$21.0MBLDR, BC
Q1 2026 6$40.6MBLDR, BC, DKS, LCII, SNBRQ
Q4 2025 6$86.3MSNBRQ, LCII, BC, BLDR, DKS
Q3 2025 7$93.6MBLDR, BC, SNBRQ, NSP, LCII
Q2 2025 7$108.6MBLDR, BC, SNBRQ, GO, LCII
Q1 2025 9$109.1MBLDR, GO, BC, SNBRQ, LCII
Q4 2024 10$118.0MSNBRQ, BLDR, BC, GDDY, LCII
Q3 2024 11$132.9MBLDR, SNBRQ, BC, TNET, GDDY
Q2 2024 9$90.8MBLDR, SNBRQ, GDDY, BC, DV
Q1 2024 9$126.0MBLDR, SNBRQ, GDDY, GTM, DV