Coliseum Capital Management, LLC

Coliseum Capital Management (Director) sold 3,000,000 shares of UTI at $41.40 on 2026-06-08, reducing stake from 3.97M to 971.4K shares (-75.5%).

Coliseum Capital divested a substantial 3,000,000 shares (75.5% of pre-transaction holdings) for $124,200,000.00, leaving a material but minority position of 971.4K shares. The sale occurred at $41.40, above the current price of $39.75 and above the 52-week low of $21.29, though -13.1% from the 52-week high of $45.74. Notably, the insider's prior two buys at UTI (2025-12-03 and 2025-12-05) both generated strong 90-day returns (+52.9% and +38.2% respectively), establishing a pattern of well-timed entry points at this ticker. This large sale, executed after two successful accumulations, represents a material reduction in conviction and should be monitored given the stock's elevated valuation (P/E 50.96) relative to modest recent profitability ($433.0K net income on $221.4M quarterly revenue).

Coliseum Capital (10% owner) purchased 228,920 shares across 3 trades for $3,068,690.00 (blended avg $13.41) amid 25.9% 90-day decline.

Coliseum Capital, holding 18.07M shares post-transaction, executed 3 separate purchases totaling 228.9K shares at prices ranging from $13.20 to $13.57 over March 9–17, 2026, while the stock has fallen 25.9% over the prior 90 days and trades -29.6% below its 52-week high of $19.16. The company's latest quarter showed revenue of $545.7M with net income of $93.8M, but full-year net income was negative and annual revenue growth was -4.9%, indicating structural profitability challenges. Across all tickers, Coliseum's prior 20 buys averaged -1.0% 30-day returns and +48.9% 90-day returns with a 100% win rate, but at Sonos specifically the prior 5 buys (conducted Feb 24–Mar 11) have no measurable outcomes yet. The transaction represents a +1.3% increase in Coliseum's Sonos position during a period of significant downward price pressure and declining company fundamentals.

Coliseum Capital (10% owner) purchases 920,000 shares across 3 days at avg $14.09, raising stake to 17.84M shares as stock trades 26.2% below 52-week high.

Coliseum Capital Management executed three separate purchases totaling 920,000 shares for $12,959,400.00 at prices of $13.95, $14.19, and $14.22 between March 9 and March 11, 2026, increasing its holdings by 5.4% to 17.84M shares. The purchases occurred as Sonos stock was trading 26.2% below its 52-week high and down 17.1% over the prior month, alongside a company reporting -4.9% annual revenue growth and negative full-year net income. Coliseum's cross-ticker track record shows a 90-day win rate of 85.71% with average 90-day returns of 42.3%, but its 5 prior purchases at Sonos occurred between February 13–25 with outcomes not yet measurable. The repeated accumulation across depressed valuations relative to historical trading range warrants investor attention to whether this reflects conviction in the turnaround or additional stress at the company.

Major shareholder Coliseum Capital Management purchases 611,279 shares at blended avg $14.95 over 3 days

Coliseum Capital Management, holding 10% of Sonos Inc, executed 3 separate purchases totaling 611,279 shares for $9,140,035.97 at a blended average price of $14.95 across February 23–25, 2026, increasing its position from 16,310,563 shares to 16,921,842 shares (net +3.7%). The buying occurs as SONO trades 19.6% below its 52-week high and after 90-day declines of 17.3%, though the stock has gained 2.6% over the past 30 days. Notably, the insider has completed 5 prior purchases at SONO within the past 18 days (2026-02-05 through 2026-02-17), all clustered at or near current levels, reflecting sustained accumulation despite the company's reported annual revenue decline of 4.9% and negative full-year net income in the most recent fiscal year. The cross-ticker track record shows the insider's 20 prior buys averaged +10.7% 30-day returns and +26.5% 90-day returns with a 75% win rate, though same-ticker outcomes remain unmeasurable given the recency of all five prior SONO trades.

Coliseum Capital (10% owner) purchases 647,210 shares across 3 trades for $10,180,585.40 at avg $15.73

Coliseum Capital Management executed three separate purchases totaling 647,210 shares for $10,180,585.40 between February 12 and February 17, 2026, at a blended average price of $15.73, increasing holdings from 15,663,353 to 16,310,563 shares. The insider's prior two buys at SONO (August 7 and 8, 2025) both generated strong positive 90-day returns of +38.4% and +56.8% respectively, indicating a pattern of well-timed entry points at this ticker. However, the current stock price of $15.60 is -18.6% from its 52-week high and the company reported negative full-year net income despite latest quarterly revenue of $545,662,000.00, suggesting macro headwinds or profitability challenges. The recent 30-day return of -1.6% and 90-day return of -3.5% stand in contrast to the insider's strong cross-ticker track record (85.71% 90-day win rate with average 90d return +41.0%), raising the question of whether prior timing success at SONO will repeat in a currently weakening environment.

Coliseum Capital adds 733,073 shares across 3 transactions for $11.6M; stake grows to 15.66M at $15.76 blended avg; prior SONO buys all positive at 90d.

Coliseum Capital Management executed 3 separate purchases totaling 733,073 shares for $11,556,295.96 over a 3-day window (2026-02-04 to 2026-02-06) at prices ranging from $15.50 to $16.49, raising its stake to 15,663,353 shares (+4.9% vs pre-transaction holdings). The insider's 5 prior buys at Sonos were all well-timed with positive 90-day returns (ranging from +45.3% to +63.7%), suggesting a consistent pattern of recognizing inflection points at this specific ticker. Against this backdrop, the filing arrives with the stock at $17.08 (current price), a recovery from the blended entry price and up 2.6% over 30 days and 4.8% over 90 days. However, the company faces structural headwinds: annual revenue declined 4.9% year-over-year and full-year net income was negative, even as the latest quarter showed $93.8M in net income on $545.7M revenue. The scale and rapid execution of this multi-transaction accumulation, combined with prior success patterns at this same ticker, underscores the insider's sustained confidence, though underlying profitability deterioration warrants investor attention.

Coliseum Capital (10% Owner) bought 134,807 shares across 3 transactions (Dec 18–22) for $2,649,367.38 at blended avg $19.65

Coliseum Capital Management, a 10% owner of MasterCraft Boat Holdings, executed 3 separate open-market purchases totaling 134,807 shares for $2,649,367.38 during December 18–22, 2025. The transaction prices ($19.34–$19.79) sit within the 52-week range and represent a modest 0.8% premium to the current price of $19.53, while the stock is down 17.9% from its 52-week high and down 10.2% over 90 days despite a +7.9% gain in the last 30 days. The insider's cross-ticker track record shows strong historical conviction on buys (17 prior open-market purchases with 90% 90-day win rate and avg 90-day return of +45.1%), though this does not guarantee success at this specific ticker. At the company level, revenue declined 22.5% year-over-year and the P/E stands at 20.13, suggesting elevated valuation relative to recent operational momentum.

Coliseum Capital buys 547,066 shares in 3 transactions for $13.7M; holdings rise 16.0% to 3.97M shares at avg $25.01

Coliseum Capital Management, LLC executed 3 separate purchases totaling 547,066 shares for $13,682,697.99 between December 1-5, 2025, raising its stake by 16.0% from 3.42M to 3.97M shares at a blended average price of $25.01. The timing occurs as the stock trades at $25.50 (current price), down 29.0% from its 52-week high of $35.90 and down 9.3% over the past 30 days. The company's fundamentals show solid positioning: annual revenue growth of 14.0%, P/E of 16.45, and net income of $10.7M on $204.3M in quarterly revenue. Notably, this insider has a strong cross-ticker track record with a 92.31% win rate on 17 prior buys (average 90-day return +47.4%), though same-ticker history at UTI is nascent with only 3 prior measurable trades initiated just 1-2 days before this filing and outcomes not yet measurable.

Coliseum Capital Management (Director) purchased 708,107 shares across 3 transactions for $17,130,752.07 at UTI, increasing holdings by 26.1%

Coliseum Capital Management executed 3 separate purchases totaling 708,107 shares (708.1K shares) for $17,130,752.07 ($17.1M) on 2025-12-01 and 2025-12-02 at a blended average price of $24.19, expanding its stake from 2,716,267 shares (2.72M shares) to 3,424,374 shares (3.42M shares). The transaction occurred while the stock trades at $25.01, -30.3% from its 52-week high of $35.90 and down 12.2% over the past 30 days. UTI's fundamentals show revenue of $204,298,000.00 ($204.3M) in the latest quarter, net income of $10,663,000.00 ($10.7M), and annual revenue growth of +14.0%, with a P/E of 16.14. The director's cross-ticker track record shows 17 prior buys with an average 90-day return of +47.4% and a 90% win rate, though same-ticker outcomes are not yet measurable; this represents a material capital commitment during a period of price weakness relative to recent highs.

10% owner purchases 1,537,852 shares across 3 trades (Aug 12–14) totaling $8,099,544.12; holdings rise to 13.10M shares.

Coliseum Capital Management, LLC, a 10% owner of Owens & Minor Inc., executed 3 separate purchases totaling 1,537,852 shares for $8,099,544.12 at a blended average price of $5.27 between August 12–14, 2025. The purchases increased holdings by 13.3% to 13,100,807 shares. This accumulation occurs against a backdrop of significant stock deterioration: the share price stands -67.0% below the 52-week high of $16.37 and has declined -30.5% over the past 30 days, while the company remains unprofitable with full-year net income of $-869,058,000.00. Notably, the insider's cross-ticker track record demonstrates a 100.00% win rate on 15 prior buys (avg 90d return +20.0%), and the one prior OMI purchase (April 2025) also showed positive 90d timing (+20.0%), suggesting a pattern of accumulation before recovery; however, context matters—the company's loss position and sharp recent price decline indicate this transaction warrants scrutiny of underlying fundamentals and the insider's conviction thesis.