SCM
Stadium Capital Management Portfolio holdings
AUM
$40.6M
1-Year Est. Return
5.83%
This Fund
S&P 500
1 Year Est. Return
-5.83%
AUM
$40.6M
AUM Growth
-$45.7M
(-53%)
Holding
6
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 65.4% |
| 2 | Industrials | 32.22% |
| 3 | Technology | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Builders FirstSource
BLDR
$8.03B
| $13.1M | 32.22% |
158,894
|
|
||
2
Brunswick
BC
$5.37B
| $9.72M | 23.95% |
133,656
-99,552
|
|
||
3
Dick's Sporting Goods
DKS
$19.4B
| $7M | 17.25% |
35,319
|
|
||
4
LCI Industries
LCII
$2.59B
| $5.13M | 12.64% |
41,745
-126,178
|
|
||
5
Sleep Number
SNBR
$33M
| $4.7M | 11.57% |
2,616,459
|
|
||
6
GitLab
GTLB
$5.58B
| $967K | 2.38% |
44,683
-40,000
|
|