13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000935836-23-000705
Total Value
$111.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sleep Number Corp | SNBR | 1,600,768 | $39.4M | 35.46% |
| 2 | GoDaddy Inc | GDDY | 396,291 | $29.5M | 26.59% |
| 3 | PGT Innovations Inc | 69336V101 | 469,148 | $13.0M | 11.73% |
| 4 | Builders FirstSource Inc | BLDR | 101,217 | $12.6M | 11.35% |
| 5 | RH | RH | 16,734 | $4.4M | 3.99% |
| 6 | Gitlab Inc | GTLB | 92,383 | $4.2M | 3.76% |
| 7 | Academy Sports & Outdoors | ASO | 49,846 | $2.4M | 2.12% |
| 8 | Korn Ferry | KFY | 45,845 | $2.2M | 1.96% |
| 9 | Amarin Corp PLC | AMRN | 1,890,097 | $1.7M | 1.57% |
| 10 | TriNet Group Inc | TNET | 14,080 | $1.6M | 1.48% |