STADIUM CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Dick's Sporting Goods Inc(DKS) | 35,319 | 35,319 | 0 | 6,992,102 | 7,003,405 | 17.25% | +11,303 |
| Gitlab Inc(GTLB) | 84,683 | 44,683 | -40,000 | 3,178,153 | 966,940 | 2.38% | -2,211,213 |
| Builders FirstSource Inc(BLDR) | 158,894 | 158,894 | 0 | 16,348,604 | 13,081,743 | 32.22% | -3,266,861 |
| Brunswick Corp/DE(BC) | 233,208 | 133,656 | -99,552 | 17,313,362 | 9,724,811 | 23.95% | -7,588,551 |
| LCI Industries(LCII) | 167,923 | 41,745 | -126,178 | 20,375,777 | 5,133,800 | 12.64% | -15,241,977 |
| Sleep Number Corp | 2,616,459 | 2,616,459 | 0 | 22,135,243 | 4,696,544 | 11.57% | -17,438,699 |