Q3 2024 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2024-11-14 · accession 0000935836-24-000709
$132.9M
Reported value
11
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $37.4M | 28.1% | 192,958 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $36.8M | 27.7% | 2,008,367 | Common | SOLE |
| 117043109 | BC | Brunswick Corp/DE | $16.4M | 12.4% | 196,251 | Common | SOLE |
| 896288107 | TNET | TriNet Group Inc | $9.8M | 7.36% | 100,823 | Common | SOLE |
| 380237107 | GDDY | GoDaddy Inc | $9.0M | 6.75% | 57,238 | Common | SOLE |
| 83570H108 | SONO | Sonos Inc | $8.1M | 6.10% | 659,491 | Common | SOLE |
| 63938C108 | NAVI | Navient Corp | $5.3M | 3.99% | 340,170 | Common | SOLE |
| 56117J100 | MBUU | Malibu Boats Inc | $2.7M | 2.02% | 69,108 | Common | SOLE |
| 25862V105 | DV | DoubleVerify Hldgs Inc | $2.6M | 1.93% | 152,200 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $2.4M | 1.84% | 47,383 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $2.4M | 1.81% | 20,011 | 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.