Institutional Fund
Stadium Capital Management LLC
New Canaan, CTCIK 11050875 filings on record
Portfolio Value
$40.61M
Q1 2026
Holdings
6
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-53.0%
from $86.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Builders Firstsource Inc32.2%
- Brunswick Corp23.9%
- Dicks Sporting Goods Inc17.2%
- Lci Inds12.6%
- Sleep Number Corp11.6%
- Gitlab Inc2.4%
Portfolio Holdings
6 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Builders Firstsource Inc | 158.9K | $13.08M | 32.2% | 0 | Held |
| 2 | Brunswick Corp | 133.7K | $9.72M | 23.9% | −99.6K | Reduced |
| 3 | Dicks Sporting Goods Inc | 35.3K | $7.00M | 17.2% | 0 | Held |
| 4 | Lci Inds | 41.7K | $5.13M | 12.6% | −126.2K | Reduced |
| 5 | Sleep Number Corp | 2.62M | $4.70M | 11.6% | 0 | Held |
| 6 | Gitlab Inc | 44.7K | $966.9K | 2.4% | −40.0K | Reduced |