Institutional Manager · CIK 0001105087
STADIUM CAPITAL MANAGEMENT LLC
New Canaan, CT · File #028-10135
Latest AUM
$86.3M
Positions
6
Top-10 Concentration
100.0%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | Insperity Inc | 45778Q107 | -263,715 | -$13.0M | $0 |
| ADD | LCI Industries | 50189K103 | +72,000 | +$8.7M | +$2.7M |
| REDUCE | Brunswick Corp/DE | BC-PC | -74,552 | -$5.5M | +$3.4M |
| REDUCE | Builders FirstSource Inc | BLDR | -23,898 | -$2.5M | -$3.4M |
| REDUCE | Dick's Sporting Goods Inc | 253393102 | 0 | $0 | -$856,486 |
| REDUCE | Gitlab Inc | GTLB | 0 | $0 | -$639,357 |
| REDUCE | Sleep Number Corp | SNBR | 0 | $0 | +$3.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $86.3M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $93.6M
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $108.6M
- 13F HOLDINGS REPORTQ/E Mar 20259 pos · $109.1M
- 13F HOLDINGS REPORTQ/E Dec 202410 pos · $118.0M
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $132.9M
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $90.8M
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $126.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202310 pos · $120.9M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $111.0M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Sleep Number Corp | SNBR | 2,616,459 | $22.1M | 25.64% |
| 2 | LCI Industries | 50189K103 | 167,923 | $20.4M | 23.60% |
| 3 | Brunswick Corp/DE | BC-PC | 233,208 | $17.3M | 20.05% |
| 4 | Builders FirstSource Inc | BLDR | 158,894 | $16.3M | 18.93% |
| 5 | Dick's Sporting Goods Inc | 253393102 | 35,319 | $7.0M | 8.10% |
| 6 | Gitlab Inc | GTLB | 84,683 | $3.2M | 3.68% |