Stadium Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Stadium Capital Management LLC disclosed 2 US equity positions worth $21.0m in its Q2 2026 13F filing. The largest position was BLDR at 67.7% of the reported book. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 2 holdings.
What did Stadium Capital Management LLC own in Q2 2026? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.