Coliseum Capital Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.4T
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GMS1EURGMS INC | 3,825,151 | $416.0B | 29.86% | |
| 2 | HRIHERC HOLDINGS INC. | 1,773,603 | $233.6B | 16.77% | |
| 3 | SONOSONOS INC | 13,193,104 | $142.6B | 10.24% | |
| 4 | ACHOWENS & MINOR, INC. | 11,562,955 | $105.2B | 7.55% | |
| 5 | UTIUNIVERSAL TECHNICAL INST INC | 2,716,267 | $92.1B | 6.61% | |
| 6 | BLDRBUILDERS FIRSTSOURCE, INC. CMN | 638,210 | $74.5B | 5.35% | |
| 7 | MCFTMASTERCRAFT BOAT HLDGS INC | 3,562,615 | $66.2B | 4.75% | |
| 8 | GILGILDAN ACTIVEWEAR INC | 1,005,018 | $49.5B | 3.55% | |
| 9 | MBCMASTERBRAND INC CMN | 4,304,081 | $47.0B | 3.38% | |
| 10 | NATLNCR ATLEOS CORP CMN | 1,621,023 | $46.2B | 3.32% | |
| 11 | PRPLPURPLE INNOVATION INC | 46,855,291 | $34.2B | 2.45% | |
| 12 | WSCWILLSCOT MOBILE MINI HOLDINGS CORP. | 1,021,434 | $28.0B | 2.01% | |
| 13 | —LAZYDAYS HLDGS INC | 76,492,984 | $18.6B | 1.34% | |
| 14 | INNVINNOVAGE HLDG CORP | 3,905,490 | $14.4B | 1.03% | |
| 15 | MODVQMODIVCARE INC | 4,485,175 | $14.0B | 1.00% | |
| 16 | FTREFORTREA HLDGS INC | 1,227,065 | $6.1B | 0.44% | |
| 17 | PACKRANPAK HOLDINGS CORP CMN CLASS A | 1,401,438 | $5.0B | 0.36% |