SCM
Stadium Capital Management Portfolio holdings
AUM
$86.3M
1-Year Est. Return
9.28%
This Fund
S&P 500
1 Year Est. Return
-9.28%
AUM
$86.3M
AUM Growth
-$7.23M
(-7.7%)
Holding
7
Sector Composition
| 1 | Consumer Discretionary | 77.38% |
| 2 | Industrials | 18.93% |
| 3 | Technology | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sleep Number
SNBR
$131M
| $22.1M | 25.64% |
2,616,459
|
|
||
2
LCI Industries
LCII
$3.21B
| $20.4M | 23.6% |
167,923
+72,000
|
|
||
3
Brunswick
BC
$5.16B
| $17.3M | 20.05% |
233,208
-74,552
|
|
||
4
Builders FirstSource
BLDR
$11B
| $16.3M | 18.93% |
158,894
-23,898
|
|
||
5
Dick's Sporting Goods
DKS
$18.4B
| $6.99M | 8.1% |
35,319
|
|
||
6
GitLab
GTLB
$4.41B
| $3.18M | 3.68% |
84,683
|
|
||
7
Insperity
NSP
$797M
| – | – |
-263,715
|
|