CIK: 0001105087
Total reported value
$40.6M
Reporting period: 2026-03-31 · Number of holdings: 6
STADIUM CAPITAL MANAGEMENT LLC disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $40.6M and a quarterly turnover rate of 72.1%.
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Stadium Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.221 — mathematically equivalent to about 5 equally-sized positions, close to its 6 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.62), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim SNBRQ
0.0% -$17.4M
Add BLDR
0.0% -$3.3M
Trim LCII
-75.1% -$15.2M
Add DKS
0.0% $11.3K
Add BC
-42.7% -$7.6M
Trim GTLB
-47.2% -$2.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BLDR | Builders Firstsource INC | Stock-Industrials | 32.22% | +13.29% | — | |
| 2 | BC | Brunswick CORP | Stock-Consumer Disc | 23.95% | +3.90% | -42.69% | |
| 3 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 17.25% | +9.15% | — | |
| 4 | LCII | Lci Industries | Stock-Consumer Disc | 12.64% | -10.96% | -75.14% | |
| 5 | SNBRQ | Sleep Number CORP | Stock-Other | 11.57% | -14.07% | — | |
| 6 | GTLB | Gitlab Inc-cl A | Stock-Tech | 2.38% | -1.30% | -47.23% |
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
-11.9%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 6 | $40.6M | 72 | |
| 2025-12-31 | 6 | $86.3M | 42 | |
| 2025-09-30 | 7 | $93.6M | 65 | |
| 2025-06-30 | 7 | $108.6M | 0 | |
| 2025-03-31 | 9 | $109.1M | 100 | |
| 2024-12-31 | 10 | $118.0M | 0 | |
| 2024-09-30 | 11 | $132.9M | 0 | |
| 2024-06-30 | 9 | $90.8M | 0 | |
| 2024-03-31 | 9 | $126.0M | 0 | |
| 2023-12-31 | 10 | $119.3M | 0 | |
| 2023-09-30 | 10 | $120.9M | 0 | |
| 2023-06-30 | 15 | $118.5M | 0 | |
| 2023-03-31 | 9 | $144.1M | 0 | |
| 2022-12-31 | 11 | $147.2M | 0 | |
| 2022-09-30 | 11 | $168.5M | 0 | |
| 2022-06-30 | 10 | $184.0M | 0 | |
| 2022-03-31 | 10 | $211.2M | 0 | |
| 2021-12-31 | 10 | $266.1M | 0 | |
| 2021-09-30 | 11 | $228.9M | 0 | |
| 2021-06-30 | 11 | $207.0M | 37 | |
| 2021-03-31 | 10 | $214.1M | 21 | |
| 2020-12-31 | 9 | $200.4M | 57 | |
| 2020-09-30 | 14 | $211.2M | 49 | |
| 2020-06-30 | 13 | $249.5M | 65 | |
| 2020-03-31 | 14 | $176.5M | 100 | |
| 2019-12-31 | 8 | $74.0M | 100 | |
| 2019-09-30 | 10 | $166.2M | 47 | |
| 2019-06-30 | 11 | $216.6M | 50 | |
| 2019-03-31 | 14 | $188.2M | 75 | |
| 2018-12-31 | 15 | $241.6M | 46 | |
| 2018-09-30 | 12 | $260.3M | 17 | |
| 2018-06-30 | 10 | $246.8M | 33 | |
| 2018-03-31 | 12 | $223.0M | 26 | |
| 2017-12-31 | 10 | $184.4M | 42 | |
| 2017-09-30 | 11 | $242.7M | 17 | |
| 2017-06-30 | 12 | $233.0M | 22 | |
| 2017-03-31 | 7 | $250.9M | 29 | |
| 2016-12-31 | 9 | $287.7M | 40 | |
| 2016-09-30 | 11 | $309.1M | 28 | |
| 2016-06-30 | 12 | $309.2M | 34 | |
| 2016-03-31 | 11 | $329.6M | 60 | |
| 2015-12-31 | 11 | $263.4M | 19 | |
| 2015-09-30 | 11 | $272.9M | 46 | |
| 2015-06-30 | 11 | $340.0M | 24 | |
| 2015-03-31 | 12 | $382.6M | 17 | |
| 2014-12-31 | 12 | $398.8M | 32 | |
| 2014-09-30 | 12 | $315.3M | 28 | |
| 2014-06-30 | 11 | $374.7M | 31 | |
| 2014-03-31 | 12 | $351.5M | 16 | |
| 2013-12-31 | 12 | $356.6M | 22 | |
| 2013-09-30 | 15 | $380.7M | 23 | |
| 2013-06-30 | 16 | $397.3M | 0 |
Stadium Capital Management LLC's most significant position changes for 2026-03-31: Trim: Lci Industries (LCII) — shares -75.14%; Trim: Brunswick CORP (BC) — shares -42.69%; Trim: Gitlab Inc-cl A (GTLB) — shares -47.23%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLDR | Builders Firstsource INC | +13.3% | — | Unchanged |
| 2 | DKS | Dick's Sporting Goods INC | +9.2% | — | Unchanged |
| 3 | BC | Brunswick CORP | +3.9% | -42.69% | Trim |
| 4 | GTLB | Gitlab Inc-cl A | -1.3% | -47.23% | Trim |
| 5 | LCII | Lci Industries | -11% | -75.14% | Trim |
| 6 | SNBRQ | Sleep Number CORP | -14.1% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-12-15 | Amendment | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-23 | Amendment | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-16 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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