13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000935836-24-000401
Total Value
$126.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Builders FirstSource Inc | BLDR | 155,017 | $32.3M | 25.66% |
| 2 | Sleep Number Corp | SNBR | 1,923,193 | $30.8M | 24.47% |
| 3 | GoDaddy Inc | GDDY | 188,491 | $22.4M | 17.76% |
| 4 | ZOOMINFO TECHNOLOGIES INC | GTM | 662,500 | $10.6M | 8.43% |
| 5 | DOUBLEVERIFY HOLDINGS INC | DV | 236,658 | $8.3M | 6.60% |
| 6 | RH | RH | 20,600 | $7.2M | 5.69% |
| 7 | JELD-WEN Holding Inc | JELD | 284,388 | $6.0M | 4.79% |
| 8 | Navient Corp | JSM | 318,785 | $5.5M | 4.40% |
| 9 | Gitlab Inc | GTLB | 47,383 | $2.8M | 2.19% |