Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STADIUM CAPITAL MANAGEMENT LLC (CIK 1105087) reported $40.6M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BLDR ($13.1M, 32.22%), BC ($9.7M, 23.95%), DKS ($7.0M, 17.25%), LCII ($5.1M, 12.64%), SNBR ($4.7M, 11.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BLDR | Builders FirstSource Inc | $13.1M | 32.22% | 158,894 | Hold |
| 2 | BC | Brunswick Corp/DE | $9.7M | 23.95% | 133,656 | Trimmed |
| 3 | DKS | Dick's Sporting Goods Inc | $7.0M | 17.25% | 35,319 | Hold |
| 4 | LCII | LCI Industries | $5.1M | 12.64% | 41,745 | Trimmed |
| 5 | SNBR | Sleep Number Corp | $4.7M | 11.57% | 2.6M | Hold |
| 6 | GTLB | Gitlab Inc | $966,940 | 2.38% | 44,683 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31