13F HOLDINGS REPORT
STADIUM CAPITAL MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000935836-25-000377
Total Value
$109.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Builders FirstSource Inc | BLDR | 227,491 | $28.4M | 26.04% |
| 2 | Grocery Outlet Holding Corp | GO | 1,600,797 | $22.4M | 20.50% |
| 3 | Brunswick Corp/DE | BC-PC | 340,771 | $18.4M | 16.81% |
| 4 | Sleep Number Corp | SNBR | 2,616,459 | $16.6M | 15.20% |
| 5 | LCI Industries | 50189K103 | 141,715 | $12.4M | 11.35% |
| 6 | Navient Corp | JSM | 369,169 | $4.7M | 4.27% |
| 7 | Etsy Inc | ETSY | 71,842 | $3.4M | 3.11% |
| 8 | Gitlab Inc | GTLB | 47,383 | $2.2M | 2.04% |
| 9 | Malibu Boats Inc | MBUU | 24,009 | $736,596 | 0.67% |