STADIUM CAPITAL MANAGEMENT LLC Portfolio Holdings
Q3 2025•7 long positions•$93.6M portfolio value
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Holding8 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Construction Industrials | $22.2M 23.69% | -$16.3M Sold | 0.165% 182.8K shares | 317.6K → 182.8K −$16.3M | -42.44% | $13.4B Large Cap | Q2 2021 Held for 4y 5m | |
Auto - Recreational Vehicles Consumer Cyclical | $19.5M 20.8% | -$4.2M Sold | 0.471% 307.8K shares | 373.9K → 307.8K −$4.2M | -17.68% | $4.1B Mid Cap | Q2 2024 Held for 1y 5m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $18.4M 19.63% | — | 11.49% 2.6M shares | — | — | $159.9M Micro Cap | Q4 2021 Held for 3y 11m | |
Staffing & Employment Services Industrials | $13.0M 13.87% | +$13.0M Bought | 0.7% 263.7K shares | — | — | $1.9B Small Cap | Q3 2025 Held for 2 months | |
Auto - Recreational Vehicles Consumer Cyclical | $8.9M 9.55% | — | 0.396% 95.9K shares | — | — | $2.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $7.8M 8.39% | — | 0.039% 35.3K shares | — | — | $19.9B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $3.8M 4.08% | -$2.8M Sold | 0.051% 84.7K shares | 146.4K → 84.7K −$2.8M | -42.15% | $7.5B Mid Cap | Q2 2022 Held for 3y 5m | |
Grocery Stores Consumer Defensive | - — | -$10.9M Sold | — - shares | 877.9K → 0 −$10.9M | Sold | $1.3B Small Cap | Q1 2025 Held for 8 months |
