Q4 2024 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-02-14 · accession 0000935836-25-000178
$118.0M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 83125X103 | SNBR | Sleep Number Corp | $39.9M | 33.8% | 2,616,459 | Common | SOLE |
| 12008R107 | BLDR | Builders FirstSource Inc | $27.6M | 23.4% | 192,958 | Common | SOLE |
| 117043109 | BC | Brunswick Corp | $16.7M | 14.2% | 258,323 | Common | SOLE |
| 380237107 | GDDY | GoDaddy Inc | $11.3M | 9.58% | 57,238 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $7.2M | 6.14% | 70,069 | Common | SOLE |
| 63938C108 | NAVI | Navient Corp | $4.9M | 4.11% | 365,069 | Common | SOLE |
| 29786A106 | ETSY | Etsy Inc | $3.6M | 3.04% | 67,800 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $2.7M | 2.26% | 47,383 | Common | SOLE |
| 56117J100 | MBUU | Malibu Boats Inc | $2.6M | 2.20% | 69,108 | Common | SOLE |
| 83570H108 | SONO | Sonos Inc | $1.6M | 1.33% | 104,456 | 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.