2026 Q2 Portfolio Activity
In 2026 Q2, STADIUM CAPITAL MANAGEMENT LLC maintained a portfolio of 6 distinct positions. Conversely, STADIUM CAPITAL MANAGEMENT LLC completely exited their position in Dick's Sporting Goods Inc.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
BLDR (67.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
STADIUM CAPITAL MANAGEMENT LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 67.68% | 32.22% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
158,894 | $14,217,835 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BC
BRUNSWICK CORP
|
Consumer Cyclical | 32.32% | 23.95% |
#2
Prev: #2
|
5.5 |
—
|
-53,056 | -39.7% |
P
S
|
80,600 | $6,789,744 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GTLB
Gitlab Inc
|
Technology | 0.00% | 2.38% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-44,683 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNBR
Sleep Number Co...
|
Consumer Cyclical | 0.00% | 11.57% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-2,616,459 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LCII
LCI Industries
|
Consumer Cyclical | 0.00% | 12.64% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-41,745 | -100.0% |
CLOSED
|
— | $— | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKS
Dick's Sporting...
|
Consumer Cyclical | 0.00% | 17.25% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-35,319 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-6 of 6 holdings