STADIUM CAPITAL MANAGEMENT LLC
Hedge Fund • Long/Short
STADIUM CAPITAL MANAGEMENT LLC is a Long/Short Hedge Fund based in New Canaan, CT led by Eileen Katherine Silva, reporting $235.5M in AUM as of Q3 2025 with 58% Consumer Cyclical concentration, with only 7 positions, and 24% allocation to BLDR.
CFOEileen Katherine Silva
- Portfolio Value
- $93.6M
- Positions
- 7
- Top Holding
- BLDR at 23.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STADIUM CAPITAL MANAGEMENT LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Construction Industrials | $22.2M | 23.69% | -$16.3M Sold | 0.17% 182.8K shares | |
Auto - Recreational Vehicles Consumer Cyclical | $19.5M | 20.80% | -$4.2M Sold | 0.47% 307.8K shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $18.4M | 19.63% | — | 11.49% 2.6M shares | |
Staffing & Employment Services Industrials | $13.0M | 13.87% | +$13.0M Bought | 0.70% 263.7K shares | |
Auto - Recreational Vehicles Consumer Cyclical | $8.9M | 9.55% | — | 0.40% 95.9K shares | |
Specialty Retail Consumer Cyclical | $7.8M | 8.39% | — | 0.04% 35.3K shares | |
Software - Application Technology | $3.8M | 4.08% | -$2.8M Sold | 0.05% 84.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STADIUM CAPITAL MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-42.44% | |
-42.15% | |
-17.68% |
Analytics
Portfolio insights and performance metrics for STADIUM CAPITAL MANAGEMENT LLC
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