Stadium Capital Management LLC
Annual return '25
+9.1%
SPY '25
+17.7%
Alpha
-8.6ptsvs SPY
Invested
$40.6M
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 44%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BLDR
Builders FirstSource Inc
Q4 2025: Exited (was 182.8k shares)
32.2%
02
$BC
Brunswick Corp/DE
Q4 2025: Exited (was 307.8k shares)
23.9%
03
$DKS
Dick's Sporting Goods Inc
Q4 2025: Exited (was 35.3k shares)
17.2%
04
$LCII
LCI Industries
Q4 2025: Exited (was 95.9k shares)
12.6%
05
$SNBR
Sleep Number Corp
Q4 2025: Exited (was 2.62M shares)
11.6%
06
$GTLB
Gitlab Inc
Q4 2025: Exited (was 84.7k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 21:48 UTC.