13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000935836-23-000578
Total Value
$118.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GoDaddy Inc | GDDY | 332,351 | $25.0M | 21.08% |
| 2 | PGT Innovations Inc | 69336V101 | 827,665 | $24.1M | 20.37% |
| 3 | Sleep Number Corp | SNBR | 699,226 | $19.1M | 16.10% |
| 4 | Builders FirstSource Inc | BLDR | 117,175 | $15.9M | 13.45% |
| 5 | TriNet Group Inc | TNET | 70,159 | $6.7M | 5.62% |
| 6 | RH | RH | 19,034 | $6.3M | 5.30% |
| 7 | Korn Ferry | KFY | 97,433 | $4.8M | 4.07% |
| 8 | Gitlab Inc | GTLB | 92,383 | $4.7M | 3.99% |
| 9 | Academy Sports & Outdoors | ASO | 49,846 | $2.7M | 2.27% |
| 10 | Digital Turbine Inc | APPS | 246,048 | $2.3M | 1.93% |
| 11 | Sleep Number Corp | SNBR | 470,000 | $2.2M | 1.86% |
| 12 | F45 Training Holdings Inc | 30322L101 | 4,068,153 | $2.0M | 1.72% |
| 13 | Sinclair Inc | DINO | 95,065 | $1.3M | 1.11% |
| 14 | Amarin Corp PLC | AMRN | 577,572 | $687,000 | 0.58% |
| 15 | Sleep Number Corp | SNBR | 155,000 | $651,000 | 0.55% |