Stadium Capital Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 7 US equity positions worth $93.6m in its Q3 2025 13F filing. The largest position was BLDR at 23.7% of the reported book, followed by BC and SNBRQ. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 3 among the top 7 holdings.
What did Stadium Capital Management LLC own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource Inc | Industrials | 23.7% | $22.2m | 182,792 | -42% | reduced |
| 2 | BC Brunswick Corp | Consumer Cyclical | 20.8% | $19.5m | 307,760 | -18% | reduced |
| 3 | SNBRQ Sleep Number Corp | Consumer Cyclical | 19.6% | $18.4m | 2,616,459 | 0% | held |
| 4 | NSP Insperity Inc | Industrials | 13.9% | $13.0m | 263,715 | – | new |
| 5 | LCII LCI Industries | Consumer Cyclical | 9.5% | $8.9m | 95,923 | 0% | held |
| 6 | DKS Dick's Sporting Goods Inc | Consumer Cyclical | 8.4% | $7.8m | 35,319 | 0% | held |
| 7 | GTLB Gitlab Inc | Technology | 4.1% | $3.8m | 84,683 | -42% | reduced |
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.