Stadium Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 6 US equity positions worth $40.6m in its Q1 2026 13F filing. The largest position was BLDR at 32.2% of the reported book, followed by BC and DKS.
What did Stadium Capital Management LLC own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource Inc | Industrials | 32.2% | $13.1m | 158,894 | – | |
| 2 | BC Brunswick Corp/DE | Consumer Cyclical | 23.9% | $9.7m | 133,656 | – | |
| 3 | DKS Dick's Sporting Goods Inc | Consumer Cyclical | 17.2% | $7.0m | 35,319 | – | |
| 4 | LCII LCI Industries | Consumer Cyclical | 12.6% | $5.1m | 41,745 | – | |
| 5 | SNBRQ Sleep Number Corp | Consumer Cyclical | 11.6% | $4.7m | 2,616,459 | – | |
| 6 | GTLB Gitlab Inc | Technology | 2.4% | $966.9k | 44,683 | – |
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.