Investor
STADIUM CAPITAL MANAGEMENT LLC
CIK 0001105087 · filed 2026-05-15 · SEC filing
13F book
$40.6M
Positions
6
Largest name
32.2%
Builders FirstSource, Inc. · BLDR
Est. mark
−$21.5M
Price effect on 6 names still held. Flow −$24.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Builders FirstSource, Inc. | BLDR | 158.9K | $13.1M | 32.2% | −$3.27M | Held |
| Brunswick Corp | — | 133.7K | $9.72M | 23.9% | −$197.8K | Cut−$7.59M |
| Dicks Sporting Goods Inc | — | 35.3K | $7M | 17.2% | $11.3K | Held |
| Lci Inds | — | 41.7K | $5.13M | 12.6% | $68.5K | Cut−$15.2M |
| Sleep Number Corp | SNBRQ | 2.62M | $4.7M | 11.6% | −$17.4M | Held |
| Gitlab Inc. | GTLB | 44.7K | $966.9K | 2.4% | −$710K | Cut−$2.21M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.