Stadium Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 6 US equity positions worth $86.3m in its Q4 2025 13F filing. The largest position was SNBRQ at 25.6% of the reported book, followed by LCII and BC. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 6 holdings.
What did Stadium Capital Management LLC own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SNBRQ Sleep Number Corp | Consumer Cyclical | 25.6% | $22.1m | 2,616,459 | 0% | held |
| 2 | LCII LCI Industries | Consumer Cyclical | 23.6% | $20.4m | 167,923 | 75% | added |
| 3 | BC Brunswick Corp/DE | Consumer Cyclical | 20.1% | $17.3m | 233,208 | -24% | reduced |
| 4 | BLDR Builders FirstSource Inc | Industrials | 18.9% | $16.3m | 158,894 | -13% | reduced |
| 5 | DKS Dick's Sporting Goods Inc | Consumer Cyclical | 8.1% | $7.0m | 35,319 | 0% | held |
| 6 | GTLB Gitlab Inc | Technology | 3.7% | $3.2m | 84,683 | 0% | held |
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.