Stadium Capital discloses updated portfolio positions in 13F filing: New DKS position, Added to BLDR GTLB BC
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: DKS (35K)
- Increased: GTLB (to 146K from 47K), BLDR (to 318K from 227K), BC (to 374K from 341K)
- Maintained: SNBR (2.6 mln)
- Exited: NAVI (from 369K), ETSY (from 72K), MBUU (from 24K)
- Decreased: GO (to 878K from 1601K), LCII (to 96K from 142K)