2026 Q1 Portfolio Activity
In 2026 Q1, STADIUM CAPITAL MANAGEMENT LLC maintained a portfolio of 6 distinct positions. The fund also reduced its exposure to LCI Industries by 75.1%.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
BLDR (32.2%)
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 Q1
| 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 | 32.22% | 18.93% |
#1
3
Prev: #4
|
7.0 |
—
|
no change | no change |
P
S
|
158,894 | $13,081,743 |
$16.79
+295.5%
|
2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
BC
Brunswick Corp/...
|
Consumer Cyclical | 23.95% | 20.05% |
#2
1
Prev: #3
|
5.5 |
—
|
-99,552 | -42.7% |
P
S
|
133,656 | $9,724,811 |
$64.13
+26.2%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
DKS
Dick's Sporting...
|
Consumer Cyclical | 17.25% | 8.10% |
#3
2
Prev: #5
|
6.0 |
—
|
no change | no change |
P
S
|
35,319 | $7,003,405 |
$194.40
+14.1%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LCII
LCI Industries
|
Consumer Cyclical | 12.64% | 23.60% |
#4
2
Prev: #2
|
4.5 |
—
|
-126,178 | -75.1% |
P
S
|
41,745 | $5,133,800 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNBR
Sleep Number Co...
|
Consumer Cyclical | 11.57% | 25.64% |
#5
4
Prev: #1
|
5.5 |
—
|
no change | no change |
P
S
|
2,616,459 | $4,696,544 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTLB
Gitlab Inc
|
Technology | 2.38% | 3.68% |
#6
Prev: #6
|
1.0 |
—
|
-40,000 | -47.2% |
P
S
|
44,683 | $966,940 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-6 of 6 holdings