Coliseum Capital Management, LLC
Net seller this quarter
$1.16B
11
-$316M
98.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SONO | $244M | 21.04% | 15.17% | Not reported | Q1 2022 |
 BLDR | $232M | 20.00% | 2.41% | +24.1% | Q1 2020 |
 HRI | $160M | 13.78% | 3.34% | -32.8% | Q3 2024 |
 MBC | $136M | 11.69% | 6.49% | +4.0% | Q1 2025 |
 WSC | $126M | 10.80% | 2.40% | -30.0% | Q2 2024 |
 MCFT | $95.5M | 8.21% | 15.13% | Not reported | Q4 2021 |
 NATL | $46.5M | 4.00% | 1.45% | -29.8% | Q1 2025 |
 ACH | $44.8M | 3.85% | 17.04% | Not reported | Q3 2024 |
 UTI | $41.5M | 3.57% | 1.76% | -75.5% | Q4 2015 |
 FOXF | $18.7M | 1.61% | 2.63% | New | Q2 2026 |
 PRPL | $16.7M | 1.44% | 293.03% | Not reported | Q1 2018 |
| Q1 2026 | |||||
| SONO | $242M | 19.85% | 14.95% | +21.0% | Q1 2022 |
| BLDR | $172M | 14.13% | 1.95% | +168.1% | Q1 2020 |
| HRI | $165M | 13.56% | 4.98% | +4.6% | Q3 2024 |
| UTI | $143M | 11.75% | 7.21% | Not reported | Q4 2015 |
| WSC | $108M | 8.85% | 3.44% | +21.7% | Q2 2024 |
| MBC | $105M | 8.65% | 9.92% | +17.8% | Q1 2025 |
| MCFT | $75.8M | 6.22% | 22.71% | Not reported | Q4 2021 |
| NATL | $66.4M | 5.45% | 2.07% | -40.7% | Q1 2025 |
 ATKR | $55.8M | 4.57% | 2.80% | +17.0% | Q4 2025 |
| PRPL | $31M | 2.54% | 293.03% | Not reported | Q1 2018 |
| ACH | $29.9M | 2.45% | 17.11% | Not reported | Q3 2024 |
 PRMB | $15.3M | 1.25% | 0.22% | -33.2% | Q4 2025 |
 INNV | $8.94M | 0.73% | 0.82% | -62.5% | Q4 2021 |
| Q4 2025 | |||||
| SONO | $262M | 21.48% | 12.42% | Not reported | Q1 2022 |
| HRI | $236M | 19.31% | 4.77% | -16.6% | Q3 2024 |
| MBC | $119M | 9.74% | 8.47% | +42.4% | Q1 2025 |
| UTI | $104M | 8.50% | 7.22% | +46.2% | Q4 2015 |
| NATL | $98M | 8.03% | 3.49% | -4.9% | Q1 2025 |
| WSC | $96.3M | 7.89% | 2.82% | +70.7% | Q2 2024 |
| BLDR | $80.3M | 6.58% | 0.71% | Not reported | Q1 2020 |
| MCFT | $69.9M | 5.73% | 22.70% | +3.8% | Q4 2021 |
| ATKR | $51.2M | 4.19% | 2.40% | New | Q4 2025 |
| ACH | $36.7M | 3.01% | 17.15% | Not reported | Q3 2024 |
| PRPL | $32.4M | 2.65% | 293.03% | Not reported | Q1 2018 |
| PRMB | $19.9M | 1.63% | 0.33% | New | Q4 2025 |
| INNV | $15.4M | 1.26% | 2.19% | -23.3% | Q4 2021 |
| Q3 2025 | |||||
| SONO | $236M | 23.03% | 12.43% | +13.2% | Q1 2022 |
| HRI | $222M | 21.70% | 5.74% | +7.4% | Q3 2024 |
| NATL | $106M | 10.38% | 3.66% | +66.8% | Q1 2025 |
| MBC | $99.6M | 9.73% | 5.97% | +75.7% | Q1 2025 |
| UTI | $88.4M | 8.63% | 4.99% | Not reported | Q4 2015 |
| MCFT | $76.5M | 7.47% | 21.87% | Not reported | Q4 2021 |
| WSC | $63.2M | 6.17% | 1.65% | +193.2% | Q2 2024 |
| ACH | $62.9M | 6.14% | 16.95% | +13.3% | Q3 2024 |
| PRPL | $43.8M | 4.27% | 293.03% | Not reported | Q1 2018 |
| INNV | $20M | 1.95% | 2.86% | -0.8% | Q4 2021 |
| GORV | $5.3M | 0.52% | 68.25% | -96.7% | Q4 2018 |