STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value: $126M (100.0% shares, 0.0% debt)

Holdings (9)

BLDR Builders FirstSource Inc 25.7%

Value $32.33M Shares 155,017 Est. Cost — Unrealized —

SNBR Sleep Number Corp 24.5%

Value $30.83M Shares 1,923,193 Est. Cost — Unrealized —

GDDY GoDaddy Inc 17.8%

Value $22.37M Shares 188,491 Est. Cost — Unrealized —

GTM ZOOMINFO TECHNOLOGIES INC 8.4%

Value $10.62M Shares 662,500 Est. Cost — Unrealized —

DV DOUBLEVERIFY HOLDINGS INC 6.6%

Value $8.321M Shares 236,658 Est. Cost — Unrealized —

Value $7.174M Shares 20,600 Est. Cost — Unrealized —

JELD JELD-WEN Holding Inc 4.8%

Value $6.038M Shares 284,388 Est. Cost — Unrealized —

NAVI Navient Corp 4.4%

Value $5.547M Shares 318,785 Est. Cost — Unrealized —

GTLB Gitlab Inc 2.2%

Value $2.763M Shares 47,383 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	155,017	$32.33M	25.7%	—	—	Common Stock	12008R107
SNBR	Sleep Number Corp	1,923,193	$30.83M	24.5%	—	—	Common Stock	83125X103
GDDY	GoDaddy Inc	188,491	$22.37M	17.8%	—	—	Common Stock	380237107
GTM	ZOOMINFO TECHNOLOGIES INC	662,500	$10.62M	8.4%	—	—	Common Stock	98980F104
DV	DOUBLEVERIFY HOLDINGS INC	236,658	$8.321M	6.6%	—	—	Common Stock	25862V105
RH	RH	20,600	$7.174M	5.7%	—	—	Common Stock	74967X103
JELD	JELD-WEN Holding Inc	284,388	$6.038M	4.8%	—	—	Common Stock	47580P103
NAVI	Navient Corp	318,785	$5.547M	4.4%	—	—	Common Stock	63938C108
GTLB	Gitlab Inc	47,383	$2.763M	2.2%	—	—	Common Stock	37637K108