13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000935836-23-000231
Total Value
$147.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PGT INNOVATIONS INC | 69336V101 | 1,836,016 | $33.0M | 22.40% |
| 2 | GODADDY INC - CLASS A | GDDY | 400,834 | $30.0M | 20.37% |
| 3 | BUILDERS FIRSTSOURCE INC | BLDR | 432,740 | $28.1M | 19.07% |
| 4 | SLEEP NUMBER CORP | SNBR | 554,286 | $14.4M | 9.78% |
| 5 | F45 TRAINING HOLDINGS INC | 30322L101 | 3,014,814 | $8.6M | 5.84% |
| 6 | GITLAB INC-CL A | GTLB | 184,109 | $8.4M | 5.68% |
| 7 | TRINET GROUP INC | TNET | 108,462 | $7.4M | 5.00% |
| 8 | DIGITAL TURBINE INC | APPS | 330,190 | $5.0M | 3.42% |
| 9 | RH | RH | 16,734 | $4.5M | 3.04% |
| 10 | AMARIN CORP PLC -ADR | AMRN | 3,407,200 | $4.1M | 2.80% |
| 11 | ZILLOW GROUP INC - C | Z | 118,698 | $3.8M | 2.60% |