Coliseum Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Coliseum Capital Management, LLC disclosed 13 US equity positions worth $1.2bn in its Q1 2026 13F filing. The largest position was SONO at 19.8% of the reported book, followed by BLDR and HRI.
What did Coliseum Capital Management, LLC own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SONO SONOS INC CMN | Technology | 19.8% | $242.1m | 18,070,762 | – | |
| 2 | BLDR BUILDERS FIRSTSOURCE, INC. CMN | Industrials | 14.1% | $172.3m | 2,093,218 | – | |
| 3 | HRI HERC HOLDINGS INC. CMN | Industrials | 13.6% | $165.5m | 1,662,062 | – | |
| 4 | UTI UNIVERSAL TECHNICAL INSTITUTE INC CMN | Consumer Defensive | 11.8% | $143.4m | 3,971,440 | – | |
| 5 | WSC WILLSCOT MOBILE MINI HOLDINGS CORP. CMN | Industrials | 8.9% | $108.0m | 6,219,477 | – | |
| 6 | MBC MASTERBRAND INC CMN | Consumer Cyclical | 8.6% | $105.5m | 12,694,710 | – | |
| 7 | MCFT MASTERCRAFT BOAT HOLDINGS INC CMN | Consumer Cyclical | 6.2% | $75.8m | 3,697,422 | – | |
| 8 | NATL NCR ATLEOS CORP CMN | Technology | 5.4% | $66.4m | 1,524,725 | – | |
| 9 | ATKR ATKORE INC CMN | Industrials | 4.6% | $55.8m | 947,070 | – | |
| 10 | PRPL PURPLE INNOVATION INC CMN | 2.5% | $31.0m | 46,855,291 | – | ||
| 11 | ACH ACCENDRA HEALTH INC CMN | Healthcare | 2.4% | $29.9m | 13,100,807 | – | |
| 12 | PRMB PRIMO BRANDS CORP CMN CLASS A | Consumer Defensive | 1.3% | $15.3m | 812,136 | – | |
| 13 | INNV INNOVAGE HOLDING CORP CMN | 0.7% | $8.9m | 1,114,809 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.