13F Pro

STADIUM CAPITAL MANAGEMENT LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1105087
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$40.6M

Holdings

6

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

STADIUM CAPITAL MANAGEMENT LLC disclosed 6 positions worth $40.6M in its Form 13F-HR for Q1 2026, led by $BLDR (Builders FirstSource, Inc.) at 32.2% of the equity portfolio, followed by $BC and $DKS. The portfolio is most concentrated in Consumer Discretionary (61.0% of disclosed assets). All figures are sourced directly from STADIUM CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1105087.

AI Fund Analysis

Stable
BLDR$BLDR
32.2% weight
Held 9 quarters
BC$BC
23.9% weight
Held 8 quarters
DKS$DKS
17.3% weight
Held 4 quarters
LCII$LCII
12.6% weight
Held 7 quarters
SNBR$SNBR
11.6% weight
Held 9 quarters

Sector Allocation

Consumer DiscretionaryIndustrialsTechnology

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of STADIUM CAPITAL MANAGEMENT LLC's 6 positions.

Showing top 6 of 6 holdings.

Sector Allocation

Consumer Discretionary

$24.8M

Industrials

$14.9M

Technology

$966,940

Full Holdings — STADIUM CAPITAL MANAGEMENT LLC (Q1 2026)

All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1BLDR$BLDRBuilders FirstSource, Inc.$13.1M32.2%+0%48.4
2BC$BCBRUNSWICK CORP$9.7M23.9%-43%39.4
3DKS$DKSDICK'S SPORTING GOODS, INC.$7.0M17.3%+0%67.9
4LCII$LCIILCI INDUSTRIES$5.1M12.6%-75%62
5SNBR$SNBRSleep Number Corp$4.7M11.6%+0%29.1
6GTLB$GTLBGitlab Inc.$966,9402.4%-47%54.1

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Available Analysis

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Quarter-over-quarter position changes
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Concentration analysis
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AI-Powered Hedge Fund Analysis: STADIUM CAPITAL MANAGEMENT LLC

13F Pro is an AI hedge fund tracker and stock research platform. For STADIUM CAPITAL MANAGEMENT LLC (SEC CIK: 1105087), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in STADIUM CAPITAL MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.