13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000178
Total Value
$118.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sleep Number Corp | SNBR | 2,616,459 | $39.9M | 33.80% |
| 2 | Builders FirstSource Inc | BLDR | 192,958 | $27.6M | 23.38% |
| 3 | Brunswick Corp | BC-PC | 258,323 | $16.7M | 14.16% |
| 4 | GoDaddy Inc | GDDY | 57,238 | $11.3M | 9.58% |
| 5 | LCI Industries | 50189K103 | 70,069 | $7.2M | 6.14% |
| 6 | Navient Corp | JSM | 365,069 | $4.9M | 4.11% |
| 7 | Etsy Inc | ETSY | 67,800 | $3.6M | 3.04% |
| 8 | Gitlab Inc | GTLB | 47,383 | $2.7M | 2.26% |
| 9 | Malibu Boats Inc | MBUU | 69,108 | $2.6M | 2.20% |
| 10 | Sonos Inc | SONO | 104,456 | $1.6M | 1.33% |