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Gurus
Value
COLISEUM CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

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COLISEUM CAPITAL MANAGEMENT, LLC

AUM: $2.55 B

13-F Portfolio Value: $1.22 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 95.57%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SONO	SONOS INC CMN	23.82%	18,070,762	$242,148,211	3,140,482	21.03%	$13.4	13F
BLDR	BUILDERS FIRSTSOURCE, INC. CMN	16.95%	2,093,218	$172,334,638	1,312,570	168.14%	$82.33	13F
HRI	Herc Holdings Inc.	13.84%	1,702,062	$154,955,724	40,000	2.41%		13G
WSC	WILLSCOT MOBILE MINI HOLDINGS CORP. CMN	10.62%	6,219,477	$107,970,121	1,107,875	21.67%	$17.36	13F
MBC	MASTERBRAND INC CMN	10.38%	12,694,710	$105,493,040	1,922,096	17.84%	$8.31	13F
ATKR	ATKORE INC CMN	5.49%	947,070	$55,791,894	137,765	17.02%	$58.91	13F