Stadium Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Stadium Capital Management LLC reported 9 stock positions worth $109.1 million. Its top holding was Builders Firstsource (BLDR) at 26.0% of the portfolio, followed by Grocery Outlet (GO, 20.5%) and Brunswick (BC, 16.8%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 5 and reduced 1. The biggest buy was a new position in Grocery Outlet (GO) and the biggest sale an exit from GoDaddy Class A (GDDY).
- Most Recent 13F
- Q2 2026
- Location
- New Canaan, CT
- CIK
- 0001105087
- Portfolio Value
- $109.1M (Q1 2025)
- SEC Filing
- 0000935836-25-000377 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $109.1M
| BLDR Builders Firstsource Inc. | 26.04% | 227,491 | $28.4M | Add +17.9% |
| GO Grocery Outlet Holding Corp. | 20.50% | 1,600,797 | $22.4M | New |
| BC Brunswick Corp. | 16.81% | 340,771 | $18.4M | Add +31.9% |
| SNBRQ Sleep Number Corp. | 15.20% | 2,616,459 | $16.6M | No change |
| LCII Lci Industries | 11.35% | 141,715 | $12.4M | Add +102.3% |
| NAVI Navient Corp. | 4.27% | 369,169 | $4.7M | Add +1.1% |
| ETSY Etsy Inc. | 3.11% | 71,842 | $3.4M | Add +6.0% |
| GTLB Gitlab Inc. Class A | 2.04% | 47,383 | $2.2M | No change |
| MBUU Malibu Boats Inc. Class A | 0.67% | 24,009 | $737K | Reduce -65.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $21.0M | BLDR, BC |
| Q1 2026 | 6 | $40.6M | BLDR, BC, DKS, LCII, SNBRQ |
| Q4 2025 | 6 | $86.3M | SNBRQ, LCII, BC, BLDR, DKS |
| Q3 2025 | 7 | $93.6M | BLDR, BC, SNBRQ, NSP, LCII |
| Q2 2025 | 7 | $108.6M | BLDR, BC, SNBRQ, GO, LCII |
| Q1 2025 | 9 | $109.1M | BLDR, GO, BC, SNBRQ, LCII |
| Q4 2024 | 10 | $118.0M | SNBRQ, BLDR, BC, GDDY, LCII |
| Q3 2024 | 11 | $132.9M | BLDR, SNBRQ, BC, TNET, GDDY |
| Q2 2024 | 9 | $90.8M | BLDR, SNBRQ, GDDY, BC, DV |
| Q1 2024 | 9 | $126.0M | BLDR, SNBRQ, GDDY, GTM, DV |