Stadium Capital Management
New Canaan, CTfiles as STADIUM CAPITAL MANAGEMENT LLC
$21m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 43.8% of the portfolio this quarter.
Value
$21m
Stocks
2
Top 10 share
100.0%
Turnover
43.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- BrunswickBC32.3% of the fund-40%
Sold out
Sold their entire stake.
- Dick's Sporting GoodsDKS-100%
- LCI IndustriesLCII-100%
- Sleep NumberSNBRQ-100%
- GitlabGTLB-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Builders FirstSourceBLDR | 67.7% | $14m | 158,894 | Held |
| BrunswickBC | 32.3% | $7m | 80,600 | -40% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 80.7% since 30 June 2025.
Where the money is
Retail & consumer100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.