Portfolio (Quarterly)
Guide ↗
STADIUM CAPITAL MANAGEMENT LLC
· CIK 0001105087| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LCII | LCI Industries | Consumer Cyclical | 167,923.0 | $20.4M | 23.60% | +72K | +75.1% | $121.34 | -6.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
77.4%
Industrials
18.9%
Technology
3.7%