STADIUM CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001105087 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $93,570 (100.0% shares, 0.0% debt)

Holdings (7)

BLDR Builders FirstSource Inc 23.7%

Value ($000) $22,164 Shares 182,792 Est. Cost $114.08 Unrealized +16.3%

BC Brunswick Corp 20.8%

Value ($000) $19,463 Shares 307,760 Est. Cost $71.24 Unrealized -13.8%

SNBR Sleep Number Corp 19.6%

Value ($000) $18,368 Shares 2,616,459 Est. Cost $30.92 Unrealized -71.7%

NSP Insperity Inc 13.9%

Value ($000) $12,975 Shares 263,715 Est. Cost $53.41 Unrealized 0.0%

LCII LCI Industries 9.5%

Value ($000) $8,935 Shares 95,923 Est. Cost $102.36 Unrealized -4.1%

DKS Dick's Sporting Goods Inc 8.4%

Value ($000) $7,849 Shares 35,319 Est. Cost $182.31 Unrealized +18.2%

GTLB Gitlab Inc 4.1%

Value ($000) $3,818 Shares 84,683 Est. Cost $45.98 Unrealized -0.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	182,792	$22,164	23.7%	$114.08	+16.3%	COM	12008R107
BC	Brunswick Corp	307,760	$19,463	20.8%	$71.24	-13.8%	COM	117043109
SNBR	Sleep Number Corp	2,616,459	$18,368	19.6%	$30.92	-71.7%	COM	83125X103
NSP	Insperity Inc	263,715	$12,975	13.9%	$53.41	0.0%	COM	45778Q107
LCII	LCI Industries	95,923	$8,935	9.5%	$102.36	-4.1%	COM	50189K103
DKS	Dick's Sporting Goods Inc	35,319	$7,849	8.4%	$182.31	+18.2%	COM	253393102
GTLB	Gitlab Inc	84,683	$3,818	4.1%	$45.98	-0.5%	CLASS A COM	37637K108