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STADIUM CAPITAL MANAGEMENT LLC

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13F filer, CIK 1105087, New Canaan, CT

STADIUM CAPITAL MANAGEMENT LLC reported $86,343,241 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000111

Period
2025-12-31
Reported value
$86.3M
Holdings
6
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LCIIadded+72,000$8.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NSPexited-263,715-$13M
BCreduced-74,552-$5.53M
BLDRreduced-23,898-$2.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000935836-26-000111, largest first. % of portfolio is the value over $86,343,241, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNBRQSLEEP NUMBER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008,367 shares; 2024Q4: 2,616,459 shares; 2025Q1: 2,616,459 shares; 2025Q2: 2,616,459 shares; 2025Q3: 2,616,459 shares; 2025Q4: 2,616,459 shares 2,616,459$22.1M25.64%0Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 70,069 shares; 2025Q1: 141,715 shares; 2025Q2: 95,923 shares; 2025Q3: 95,923 shares; 2025Q4: 167,923 shares 167,923$20.4M23.6%+72,000Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,251 shares; 2024Q4: 258,323 shares; 2025Q1: 340,771 shares; 2025Q2: 373,860 shares; 2025Q3: 307,760 shares; 2025Q4: 233,208 shares 233,208$17.3M20.05%-74,552Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,958 shares; 2024Q4: 192,958 shares; 2025Q1: 227,491 shares; 2025Q2: 317,592 shares; 2025Q3: 182,792 shares; 2025Q4: 158,894 shares 158,894$16.3M18.93%-23,898Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,319 shares; 2025Q3: 35,319 shares; 2025Q4: 35,319 shares 35,319$6.99M8.1%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,383 shares; 2024Q4: 47,383 shares; 2025Q1: 47,383 shares; 2025Q2: 146,383 shares; 2025Q3: 84,683 shares; 2025Q4: 84,683 shares 84,683$3.18M3.68%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NSPINSPERITY INC263,715$13Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000935836-26-000111 base2026-02-17acceptance time not in the bulk data set