STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

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

Holdings (7)

BLDR Builders FirstSource Inc 34.1%

Value $37.06M Shares 317,592 Est. Cost — Unrealized —

BC Brunswick Corp 19.0%

Value $20.65M Shares 373,860 Est. Cost — Unrealized —

SNBR Sleep Number Corp 16.3%

Value $17.67M Shares 2,616,459 Est. Cost — Unrealized —

GO Grocery Outlet Holding Corp 10.0%

Value $10.9M Shares 877,860 Est. Cost — Unrealized —

LCII LCI Industries 8.1%

Value $8.747M Shares 95,923 Est. Cost — Unrealized —

DKS Dick's Sporting Goods Inc 6.4%

Value $6.986M Shares 35,319 Est. Cost — Unrealized —

GTLB Gitlab Inc 6.1%

Value $6.603M Shares 146,383 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	317,592	$37.06M	34.1%	—	—	COM	12008R107
BC	Brunswick Corp	373,860	$20.65M	19.0%	—	—	COM	117043109
SNBR	Sleep Number Corp	2,616,459	$17.67M	16.3%	—	—	COM	83125X103
GO	Grocery Outlet Holding Corp	877,860	$10.9M	10.0%	—	—	COM	39874R101
LCII	LCI Industries	95,923	$8.747M	8.1%	—	—	COM	50189K103
DKS	Dick's Sporting Goods Inc	35,319	$6.986M	6.4%	—	—	COM	253393102
GTLB	Gitlab Inc	146,383	$6.603M	6.1%	—	—	CLASS A COM	37637K108