Stadium Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 7 US equity positions worth $108.6m in its Q2 2025 13F filing. The largest position was BLDR at 34.1% of the reported book, followed by BC and SNBRQ. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 2 among the top 7 holdings.
What did Stadium Capital Management LLC own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource Inc | Industrials | 34.1% | $37.1m | 317,592 | 40% | added |
| 2 | BC Brunswick Corp | Consumer Cyclical | 19.0% | $20.7m | 373,860 | 10% | added |
| 3 | SNBRQ Sleep Number Corp | Consumer Cyclical | 16.3% | $17.7m | 2,616,459 | 0% | held |
| 4 | GO Grocery Outlet Holding Corp | Consumer Defensive | 10.0% | $10.9m | 877,860 | -45% | reduced |
| 5 | LCII LCI Industries | Consumer Cyclical | 8.1% | $8.7m | 95,923 | -32% | reduced |
| 6 | DKS Dick's Sporting Goods Inc | Consumer Cyclical | 6.4% | $7.0m | 35,319 | – | new |
| 7 | GTLB Gitlab Inc | Technology | 6.1% | $6.6m | 146,383 | 209% | added |
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.