STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $109M (100.0% shares, 0.0% debt)

Holdings (9)

BLDR Builders FirstSource Inc 26.0%

Value $28.42M Shares 227,491 Est. Cost — Unrealized —

GO Grocery Outlet Holding Corp 20.5%

Value $22.38M Shares 1,600,797 Est. Cost — Unrealized —

BC Brunswick Corp/DE 16.8%

Value $18.35M Shares 340,771 Est. Cost — Unrealized —

SNBR Sleep Number Corp 15.2%

Value $16.59M Shares 2,616,459 Est. Cost — Unrealized —

LCII LCI Industries 11.4%

Value $12.39M Shares 141,715 Est. Cost — Unrealized —

NAVI Navient Corp 4.3%

Value $4.663M Shares 369,169 Est. Cost — Unrealized —

ETSY Etsy Inc 3.1%

Value $3.39M Shares 71,842 Est. Cost — Unrealized —

GTLB Gitlab Inc 2.0%

Value $2.227M Shares 47,383 Est. Cost — Unrealized —

MBUU Malibu Boats Inc 0.7%

Value $737K Shares 24,009 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	227,491	$28.42M	26.0%	—	—	COM	12008R107
GO	Grocery Outlet Holding Corp	1,600,797	$22.38M	20.5%	—	—	COM	39874R101
BC	Brunswick Corp/DE	340,771	$18.35M	16.8%	—	—	COM	117043109
SNBR	Sleep Number Corp	2,616,459	$16.59M	15.2%	—	—	COM	83125X103
LCII	LCI Industries	141,715	$12.39M	11.4%	—	—	COM	50189K103
NAVI	Navient Corp	369,169	$4.663M	4.3%	—	—	COM	63938C108
ETSY	Etsy Inc	71,842	$3.39M	3.1%	—	—	COM	29786A106
GTLB	Gitlab Inc	47,383	$2.227M	2.0%	—	—	CLASS A COM	37637K108
MBUU	Malibu Boats Inc	24,009	$737K	0.7%	—	—	COM CL A	56117J100