STADIUM CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001105087 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $86,343 (100.0% shares, 0.0% debt)

Holdings (6)

Increased Positions (1)

LCII LCI Industries 23.6%

Value ($000) $20,376 (+128.0%) Shares 167,923 (+75.1%) Est. Cost $103.81 Unrealized +1.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LCII	LCI Industries	167,923 (+75.1%)	$20,376 (+128.0%)	23.6%	$103.81	+1.9%	COM	50189K103

Exited Positions (1)

NSP Insperity Inc 15.0%

Value ($000) $12,975 Shares 263,715 Est. Cost $53.41 Unrealized -26.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NSP	Insperity Inc	263,715	$12,975	15.0%	$53.41	-26.2%	—	45778Q107

Decreased Positions (2)

BLDR Builders FirstSource Inc 18.9%

Value ($000) $16,349 (-26.2%) Shares 158,894 (-13.1%) Est. Cost $114.08 Unrealized -1.5%

BC Brunswick Corp/DE 20.1%

Value ($000) $17,313 (-11.0%) Shares 233,208 (-24.2%) Est. Cost $71.24 Unrealized -5.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	158,894 (-13.1%)	$16,349 (-26.2%)	18.9%	$114.08	-1.5%	COM	12008R107
BC	Brunswick Corp/DE	233,208 (-24.2%)	$17,313 (-11.0%)	20.1%	$71.24	-5.2%	COM	117043109

Unchanged Positions (3)

SNBR Sleep Number Corp 25.6%

Value ($000) $22,135 Shares 2,616,459 Est. Cost $30.92 Unrealized -79.6%

DKS Dick's Sporting Goods Inc 8.1%

Value ($000) $6,992 Shares 35,319 Est. Cost $182.31 Unrealized +19.1%

GTLB Gitlab Inc 3.7%

Value ($000) $3,178 Shares 84,683 Est. Cost $45.98 Unrealized -5.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNBR	Sleep Number Corp	2,616,459	$22,135	25.6%	$30.92	-79.6%	COM	83125X103
DKS	Dick's Sporting Goods Inc	35,319	$6,992	8.1%	$182.31	+19.1%	COM	253393102
GTLB	Gitlab Inc	84,683	$3,178	3.7%	$45.98	-5.9%	CLASS A COM	37637K108