13FBOX
Coliseum Capital Management, LLC · 13F Holdings
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Coliseum Capital Management, LLC

No.2499 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.16B
QoQ Change Q1 2026
-$57.7M-4.7%
Holdings
11
New Buys
1
Adds
2
Reduces
4
Exits
3
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSONOS INCSONO
21.04%19.85%$244.5M18.1M$242.1M18.1M00.00%Unchanged
LENNAR CORPLEN
20%14.13%$232.5M2.6M$172.3M2.1M+505,000+24.13%Add
HHERC HLDGS INCHRI
13.78%13.56%$160.1M1.1M$165.5M1.7M-544,940-32.79%Reduce
MMASTERBRAND INCMBC
11.69%8.65%$135.8M13.2M$105.5M12.7M+505,407+3.98%Add
WWILLSCOT HLDGS CORPWSC
10.8%8.85%$125.6M4.4M$108.0M6.2M-1.9M-30.04%Reduce
MASTERCRAFT BOAT HLDGS INC COMMCFT
8.21%6.22%$95.5M3.7M$75.8M3.7M00.00%Unchanged
NCR ATLEOS CORPORATIONNATL
4%5.45%$46.5M1.1M$66.4M1.5M-453,597-29.75%Reduce
AACCENDRA HEALTH INC COMACH
3.85%2.45%$44.8M13.1M$29.9M13.1M00.00%Unchanged
UUNIVERSAL TECHNICAL INST INCUTI
3.57%11.75%$41.5M971,440$143.4M4.0M-3.0M-75.54%Reduce
FFOX FACTORY HLDG CORPFOXF
1.61%$18.7M1.1M$00+1.1MNew Buy
PPURPLE INNOVATION INC COMPRPL
1.44%2.54%$16.7M46.9M$31.0M46.9M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow