Q1 2025 · 13F-HR
STADIUM CAPITAL MANAGEMENT LLCholdings as filed
Filed 2025-05-15 · accession 0000935836-25-000377
$109.1M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 12008R107 | BLDR | Builders FirstSource Inc | $28.4M | 26.0% | 227,491 | Common | SOLE |
| 39874R101 | GO | Grocery Outlet Holding Corp | $22.4M | 20.5% | 1,600,797 | Common | SOLE |
| 117043109 | BC | Brunswick Corp/DE | $18.4M | 16.8% | 340,771 | Common | SOLE |
| 83125X103 | SNBR | Sleep Number Corp | $16.6M | 15.2% | 2,616,459 | Common | SOLE |
| 50189K103 | LCII | LCI Industries | $12.4M | 11.4% | 141,715 | Common | SOLE |
| 63938C108 | NAVI | Navient Corp | $4.7M | 4.27% | 369,169 | Common | SOLE |
| 29786A106 | ETSY | Etsy Inc | $3.4M | 3.11% | 71,842 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $2.2M | 2.04% | 47,383 | Common | SOLE |
| 56117J100 | MBUU | Malibu Boats Inc | $736,596 | 0.67% | 24,009 | 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.