Q2 2024 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2024-08-14 · accession 0000935836-24-000527
$90.8M
Reported value
9
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $30.6M | 33.7% | 221,258 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $17.7M | 19.5% | 1,846,203 | Common | SOLE |
| 380237107 | GDDY | GoDaddy Inc | $13.1M | 14.4% | 93,591 | Common | SOLE |
| 117043109 | BC | Brunswick Corp/DE | $11.4M | 12.5% | 156,385 | Common | SOLE |
| 25862V105 | DV | Double Verify | $7.8M | 8.58% | 400,258 | Common | SOLE |
| 63938C108 | NAVI | Navient Corp | $4.6M | 5.11% | 318,785 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $2.4M | 2.59% | 47,383 | Common | SOLE |
| 47580P103 | JELD | JELD-WEN Holding Inc | $2.2M | 2.42% | 162,924 | Common | SOLE |
| 896288107 | TNET | TriNet Group Inc | $1.1M | 1.20% | 10,938 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.