Stadium Capital Management LLC reported 2 positions worth $21.01M for the quarter ended Jun 30, 2026, down 41.5% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 3. Its largest holding is Builders FirstSource, Inc. at 67.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource, Inc. | Industrials | 158.9K | $14.22M | 67.68% | 0 | 0.0% | Unchanged | 0.15% |
| 2 | BC Brunswick Corp | Consumer Discretionary | 80.6K | $6.79M | 32.32% | -53.1K | -39.7% | Reduced | 0.12% |
Tip. Select a row to see that position’s full history at Stadium Capital Management.
As of its Q2 2026 13F filing, Stadium Capital Management LLC’s five largest positions were Builders FirstSource, Inc. (BLDR) at 67.7%, Brunswick Corp (BC) at 32.3% of the reported portfolio.
Stadium Capital Management LLC reported a 13F portfolio worth $21.01M across 2 positions for Q2 2026. That is down 41.5% from the previous quarter.
Its largest sales by value were Dick'S Sporting Goods, Inc. ($7.00M), Lci Industries ($5.13M), Brunswick Corp ($4.47M). It exited 3 positions entirely.
From the Form 13F-HR reports Stadium Capital Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.