Coliseum Capital Management, LLC
Top Portfolio Positions
13 positions ·
$1,462,069,480 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SONO |
Sonos Inc
Technology
|
36,141,524 | $484,296,420 | 33.12% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
2,093,218 | $172,334,637 | 11.79% | |
| HRI |
Herc Holdings Inc
Industrials
|
1,662,062 | $165,458,272 | 11.32% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
3,971,440 | $143,368,984 | 9.81% | |
| WSC |
WillScot Holdings Corp
Industrials
|
6,219,477 | $107,970,120 | 7.38% | |
| MBC |
MasterBrand, Inc.
Consumer Cyclical
|
12,694,710 | $105,493,040 | 7.22% | |
| MCFT |
MasterCraft Boat Holdings, Inc.
Consumer Cyclical
|
3,697,422 | $75,834,125 | 5.19% | |
| NATL |
NCR Atleos Corp
Technology
|
1,524,725 | $66,447,515 | 4.54% | |
| ATKR |
Atkore Inc.
Industrials
|
947,070 | $55,791,893 | 3.82% | |
| PRPL |
Purple Innovation, Inc.
Consumer Cyclical
|
46,855,291 | $30,971,347 | 2.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NATL
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,447,515 | 1,524,725 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $97,986,450 | 2,571,148 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $106,284,412 | 2,703,750 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $46,247,786 | 1,621,023 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $24,435,846 | 926,302 | Shares | Other | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||