Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
STADIUM CAPITAL MANAGEMENT LLC (CIK 1105087) reported $21.0M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BLDR ($14.2M, 67.68%), BC ($6.8M, 32.32%), DKS ($0, 0.00%), GTLB ($0, 0.00%), LCII ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BLDR | BUILDERS FIRSTSOURCE INC | $14.2M | 67.68% | 158,894 | Hold |
| 2 | BC | BRUNSWICK CORP | $6.8M | 32.32% | 80,600 | Trimmed |
| 3 | DKS | Dick's Sporting Goods Inc | $0 | 0.00% | 0 | Exited |
| 4 | GTLB | Gitlab Inc | $0 | 0.00% | 0 | Exited |
| 5 | LCII | LCI Industries | $0 | 0.00% | 0 | Exited |
| 6 | SNBRQ | Sleep Number Corp | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30