Coliseum Capital Management, LLC — 13F holdings

Coliseum Capital Management, LLC reported 11 holdings worth $1.16B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SONO SONOS INC — $244M (21.0%)
2. BLDR BUILDERS FIRSTSOURCE INC — $232M (20.0%)
3. HRI HERC HLDGS INC — $160M (13.8%)
4. MBC MASTERBRAND INC — $136M (11.7%)
5. WSC WILLSCOT HLDGS CORP — $126M (10.8%)
6. MCFT MASTERCRAFT BOAT HLDGS INC — $95.5M (8.2%)
7. NATL NCR ATLEOS CORPORATION — $46.5M (4.0%)
8. ACH OWENS & MINOR INC NEW — $44.8M (3.9%)
9. UTI UNIVERSAL TECHNICAL INST INC — $41.5M (3.6%)
10. FOXF FOX FACTORY HLDG CORP — $18.7M (1.6%)