STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value: $118M (100.0% shares, 0.0% debt)

Holdings (10)

SNBR Sleep Number Corp 33.8%

Value $39.87M Shares 2,616,459 Est. Cost — Unrealized —

BLDR Builders FirstSource Inc 23.4%

Value $27.58M Shares 192,958 Est. Cost — Unrealized —

BC Brunswick Corp 14.2%

Value $16.71M Shares 258,323 Est. Cost — Unrealized —

GDDY GoDaddy Inc 9.6%

Value $11.3M Shares 57,238 Est. Cost — Unrealized —

LCII LCI Industries 6.1%

Value $7.244M Shares 70,069 Est. Cost — Unrealized —

NAVI Navient Corp 4.1%

Value $4.852M Shares 365,069 Est. Cost — Unrealized —

ETSY Etsy Inc 3.0%

Value $3.586M Shares 67,800 Est. Cost — Unrealized —

GTLB Gitlab Inc 2.3%

Value $2.67M Shares 47,383 Est. Cost — Unrealized —

MBUU Malibu Boats Inc 2.2%

Value $2.598M Shares 69,108 Est. Cost — Unrealized —

SONO Sonos Inc 1.3%

Value $1.571M Shares 104,456 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNBR	Sleep Number Corp	2,616,459	$39.87M	33.8%	—	—	COM	83125X103
BLDR	Builders FirstSource Inc	192,958	$27.58M	23.4%	—	—	COM	12008R107
BC	Brunswick Corp	258,323	$16.71M	14.2%	—	—	COM	117043109
GDDY	GoDaddy Inc	57,238	$11.3M	9.6%	—	—	CL A	380237107
LCII	LCI Industries	70,069	$7.244M	6.1%	—	—	COM	50189K103
NAVI	Navient Corp	365,069	$4.852M	4.1%	—	—	COM	63938C108
ETSY	Etsy Inc	67,800	$3.586M	3.0%	—	—	COM	29786A106
GTLB	Gitlab Inc	47,383	$2.67M	2.3%	—	—	CLASS A COM	37637K108
MBUU	Malibu Boats Inc	69,108	$2.598M	2.2%	—	—	COM CL A	56117J100
SONO	Sonos Inc	104,456	$1.571M	1.3%	—	—	COM	83570H108