STADIUM CAPITAL MANAGEMENT LLC
Top Portfolio Positions
6 positions ·
$40,620,323 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BLDR |
Builders FirstSource, Inc.
Industrials
|
158,894 | $13,081,743 | 32.20% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
133,656 | $9,724,810 | 23.94% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
35,319 | $7,003,404 | 17.24% | |
| LCII |
Lci Industries
Consumer Cyclical
|
41,745 | $5,133,800 | 12.64% | |
| SNBR |
Sleep Number Corp
Consumer Cyclical
|
2,616,459 | $4,709,626 | 11.59% | |
| GTLB |
Gitlab Inc.
Technology
|
44,683 | $966,940 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LCII
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,133,800 | 41,745 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,375,776 | 167,923 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,935,227 | 95,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,747,218 | 95,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,390,142 | 141,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,244,433 | 70,069 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,412,125 | 20,011 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||