The Analysis of STADIUM CAPITAL MANAGEMENT LLC's Holdings & P&L


Currently, STADIUM CAPITAL MANAGEMENT LLC holds 7 types of securities in its portfolio with a total value $41.7M. In the most recent quarter, they have decreased their positions in LCII (-126.2K shares, valued at $15.5M), BC (-99.6K shares, valued at $7.2M), SNBR (-1.7M shares, valued at $2.0M).


1M P&L
-4.2M-10.68%
3M P&L
-3.6M-9.31%
HY P&L
-10.1M-22.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Recreational Vehicles14.9M
35.6%
2Building Products & Equipment13.1M
31.3%
3Specialty Retail7.0M
16.8%

Top Industries by Stock Count

1Recreational Vehicles2 stocks
28.6%
2Furnishings, Fixtures & Appliances2 stocks
28.6%
3Building Products & Equipment1 stocks
14.3%
Stock Holdings
BLDR
Builders FirstSource Inc
0.00%
Shares158.9K
Event2026-03-31
Filed2026-05-15
BC
Brunswick Corp/DE
-42.69%
Shares133.7K
Event2026-03-31
Filed2026-05-15
DKS
Dick's Sporting Goods Inc
0.00%
Shares35.3K
Event2026-03-31
Filed2026-05-15
LCII
LCI Industries
-75.14%
Shares41.7K
Event2026-03-31
Filed2026-05-15
SNBR
Sleep Number Corp
0.00%
Shares2.6M
Event2026-03-31
Filed2026-05-15
-63.56%
Shares953.5K
Event2026-05-28
Filed2026-06-01
GTLB
Gitlab Inc
-47.23%
Shares44.7K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available