Stadium Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Stadium Capital Management LLC reported 7 stock positions worth $108.6 million. Its top holding was Builders Firstsource (BLDR) at 34.1% of the portfolio, followed by Brunswick (BC, 19.0%) and Sleep Number (SNBRQ, 16.3%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 3 and reduced 2. The biggest buy was Builders Firstsource (BLDR, shares +40%) and the biggest sale Grocery Outlet (GO, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- New Canaan, CT
- CIK
- 0001105087
- Portfolio Value
- $108.6M (Q2 2025)
- SEC Filing
- 0000935836-25-000533 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $108.6M
| BLDR Builders Firstsource Inc. | 34.12% | 317,592 | $37.1M | Add +39.6% |
| BC Brunswick Corp. | 19.01% | 373,860 | $20.7M | Add +9.7% |
| SNBRQ Sleep Number Corp. | 16.27% | 2,616,459 | $17.7M | No change |
| GO Grocery Outlet Holding Corp. | 10.04% | 877,860 | $10.9M | Reduce -45.2% |
| LCII Lci Industries | 8.05% | 95,923 | $8.7M | Reduce -32.3% |
| DKS Dick's Sporting Goods Inc. | 6.43% | 35,319 | $7.0M | New |
| GTLB Gitlab Inc. Class A | 6.08% | 146,383 | $6.6M | Add +208.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |