Stadium Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Stadium Capital Management LLC reported 6 stock positions worth $40.6 million. Its top holding was Builders Firstsource (BLDR) at 32.2% of the portfolio, followed by Brunswick (BC, 23.9%) and Dick's Sporting Goods (DKS, 17.2%). Compared with Q4 2025, it reduced 3. The biggest sale was Lci Industries (LCII, shares −75%).

Most Recent 13F
Q2 2026
Location
New Canaan, CT
CIK
0001105087
Portfolio Value
$40.6M (Q1 2026)
SEC Filing
0000935836-26-000268 ↗ filed May 15, 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 $40.6M Q1 2026 Q2 2026: $21.0M Q2 2026

Holdings 6 stocks · $40.6M
BLDR Builders Firstsource Inc. 32.22% 158,894 $13.1M No change
BC Brunswick Corp. 23.95% 133,656 $9.7M Reduce -42.7%
DKS Dick's Sporting Goods Inc. 17.25% 35,319 $7.0M No change
LCII Lci Industries 12.64% 41,745 $5.1M Reduce -75.1%
SNBRQ Sleep Number Corp. 11.57% 2,616,459 $4.7M No change
GTLB Gitlab Inc. Class A 2.38% 44,683 $967K Reduce -47.2%

Portfolio Sells Q4 2025 → Q1 2026
LCII Lci Industries Reduce -75.1% 12.64% −10.96
GTLB Gitlab Inc. Class A Reduce -47.2% 2.38% −1.30
BC Brunswick Corp. Reduce -42.7% 23.95% +3.90

Portfolio Buys Q4 2025 → Q1 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