Data as of Q4 2025 (Dec 31, 2025)

STADIUM CAPITAL MANAGEMENT LLC

•CIK: 1105087•Filing: Q4 2025

STADIUM CAPITAL MANAGEMENT LLC is an actively managed fund with $86M in assets under management, currently maintaining a focused portfolio of six positions. The strategy is underpinned by significant allocations to key names, notably SL2 at $22.1M and LCII at $20.4M. Further substantial exposure includes BC ($17.3M) and BLDR ($16.3M), representing the core of the current investment thesis. This concentrated structure suggests a high-conviction approach within its selected sectors.

Total AUM
$86.3M
QoQ Performance
-7.7%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

SL2
LCII
BC
BLDR
DKS
SL225.6%
LCII23.6%
BC20.1%
BLDR18.9%
DKS8.1%
GTLB3.7%

📈 Biggest Buys

LCII
LCI Industries
+75.1%
23.6% of portfolio

📉 Biggest Sells

BC
Brunswick Corp/DE
-24.2%
20.1% of portfolio
BLDR
Builders FirstSource Inc
-13.1%
18.9% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

NSP
Insperity Inc
SOLD
$13.0M

Changes from Q3 2025

↑1 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SL225.6%
Sleep Number Corp
$22.1M
LCII23.6%
LCI Industries
$20.4M
BC20.1%
Brunswick Corp/DE
$17.3M
BLDR18.9%
Builders FirstSource Inc
$16.3M
DKS8.1%
Dick's Sporting Goods Inc
$7.0M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.