STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $93.57M (100.0% shares, 0.0% debt)

Holdings (7)

BLDR Builders FirstSource Inc 23.7%

Value $22.16M Shares 182,792 Est. Cost — Unrealized —

BC Brunswick Corp 20.8%

Value $19.46M Shares 307,760 Est. Cost — Unrealized —

SNBR Sleep Number Corp 19.6%

Value $18.37M Shares 2,616,459 Est. Cost — Unrealized —

NSP Insperity Inc 13.9%

Value $12.97M Shares 263,715 Est. Cost — Unrealized —

LCII LCI Industries 9.5%

Value $8.935M Shares 95,923 Est. Cost — Unrealized —

DKS Dick's Sporting Goods Inc 8.4%

Value $7.849M Shares 35,319 Est. Cost — Unrealized —

GTLB Gitlab Inc 4.1%

Value $3.818M Shares 84,683 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	182,792	$22.16M	23.7%	—	—	COM	12008R107
BC	Brunswick Corp	307,760	$19.46M	20.8%	—	—	COM	117043109
SNBR	Sleep Number Corp	2,616,459	$18.37M	19.6%	—	—	COM	83125X103
NSP	Insperity Inc	263,715	$12.97M	13.9%	—	—	COM	45778Q107
LCII	LCI Industries	95,923	$8.935M	9.5%	—	—	COM	50189K103
DKS	Dick's Sporting Goods Inc	35,319	$7.849M	8.4%	—	—	COM	253393102
GTLB	Gitlab Inc	84,683	$3.818M	4.1%	—	—	CLASS A COM	37637K108