StockDriftsStockDriftsTop 2 Stadium Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | 67.68% | 158.9K | $14.2M | +0.00%(+0) | $113.77(-36.27%) | 2026-06-30 | |
| BC | BRUNSWICK CORP | 32.32% | 80.6K | $6.8M | -39.70%(-53.06K) | $73.96(+12.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -19.53% | -47.90% | -4.31% | -19.78% |
| Top 20 Holdings Unweighted | -16.63% | -42.05% | -3.95% | -18.27% |
Stadium Capital Management LLC reports $21.01M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are BLDR (67.7%) and BC (32.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -47.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stadium Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1105087). View Stadium Capital Management LLC’s 13F filings on SEC