Stadium Capital Management LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1105087) · Explore on the interactive board
Stadium Capital Management LLC disclosed 2 US equity positions worth $21.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is BLDR at 67.7% of the reported book. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 1 and exited 4. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Stadium Capital Management LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 1 reduced, 4 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 67.7% | $14.2m | 158,894 | 0% | held |
| 2 | BC BRUNSWICK CORP | Consumer Cyclical | 32.3% | $6.8m | 80,600 | -40% | reduced |
What did Stadium Capital Management LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| DKS Dick's Sporting Goods Inc | 39.3% | $7.0m |
| LCII LCI Industries | 28.8% | $5.1m |
| SNBRQ Sleep Number Corp | 26.4% | $4.7m |
| GTLB Gitlab Inc | 5.4% | $966.9k |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 67.7% |
| Consumer Cyclical | 32.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Stadium Capital Management LLC's portfolio?
Across every quarter Stadium Capital Management LLC has filed, its median largest position is 49.9% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 4.0 completed holding spells, the median lasted 1.0 quarters; 2.0 positions are still open and their final length is unknown.