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Stadium Capital Management LLC
Stadium Capital Management LLC is an investment management firm headquartered in New Canaan, Connecticut. The firm manages concentrated, research-driven portfolios and serves institutional investors and high-net-worth clients. With a small team of 6–7 employees, including investment research professionals, the firm has been active in US equities for over two decades.
Investment Strategy
Stadium Capital Management LLC employs a fundamental, value-oriented investment strategy, focusing on deep research to build concentrated positions in a limited number of equities. The firm aims for long-term capital appreciation by identifying undervalued companies with sustainable competitive advantages and superior management. Its active approach may include taking significant stakes and engaging in constructive dialogue with company leadership.
Latest 13F Filing Activity
Stadium Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 7 equity positions with a total 13F market value of $109M. The fund increased holdings in Builders Firstsource Inc., Dick's Sporting Goods Inc., Gitlab Inc. among other positions. Stadium Capital Management LLC reduced exposure to Grocery Outlet Holding Corp., Navient Corp., Lci Industries among others.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BLDR | Builders FirstSource Inc | 34.12% | $37.1M | 317,592 | $109.61 | $116.69 | +$8.6M |
B BC | Brunswick Corp | 19.01% | $20.7M | 373,860 | $66.07 | $55.24 | +$2.3M |
S SNBR | Sleep Number Corp | 16.27% | $17.7M | 2,616,459 | $27.34 | $6.76 | +$1.1M |
G GO | Grocery Outlet Holding Corp | 10.04% | $10.9M | 877,860 | $13.98 | $12.42 | -$11.5M |
L LCII | LCI Industries | 8.05% | $8.7M | 95,923 | $97.74 | $91.19 | -$3.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
D Dominic DeMarco | Managing Partner | New Canaan, CT , United States | |
K Kevin Baker | Partner | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
M Mac McAnulty | Analyst | New York, NY , United States |
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