Stadium Capital Management LLC Portfolio Holdings

Stadium Capital Management LLC

  • $93.6 Billion
  • Q3 2025

Stadium Capital Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $93.6 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Builders First Source, Inc. with a value of $22.2B, Brunswick Corp with a value of $19.5B, Sleep Number Corp with a value of $18.4B, Insperity, Inc. with a value of $13B, and Lci Industries with a value of $8.94B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $109B to 93.6B.

Stadium Capital Management LLC is based out at New Canaan, CT

Below you can find more details about Stadium Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.6 Billion
Consumer Cyclical: $54.6 Billion
Industrials: $35.1 Billion
Technology: $3.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.1B
$22.2 Billion 23.69% of portfolio
182,792
Q3 2025 Reduced 42.44%
$4.78B
$19.5 Billion 20.8% of portfolio
307,760
Q3 2025 Reduced 17.68%
$87.6M
$18.4 Billion 19.63% of portfolio
2,616,459
Q4 2024 Added 30.28%
$1.24B
$13 Billion 13.87% of portfolio
263,715
Q3 2025 New
$2.72B
$8.94 Billion 9.55% of portfolio
95,923
Q2 2025 Reduced 32.31%
$12B
$7.85 Billion 8.39% of portfolio
35,319
Q2 2025 New
$3.86B
$3.82 Billion 4.08% of portfolio
84,683
Q3 2025 Reduced 42.15%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $93.6 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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