STADIUM CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001105087 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $108,626 (100.0% shares, 0.0% debt)

Holdings (7)

BLDR Builders FirstSource Inc 34.1%

Value ($000) $37,060 Shares 317,592 Est. Cost $114.08 Unrealized +1.1%

BC Brunswick Corp 19.0%

Value ($000) $20,652 Shares 373,860 Est. Cost $71.24 Unrealized -30.3%

SNBR Sleep Number Corp 16.3%

Value ($000) $17,674 Shares 2,616,459 Est. Cost $30.92 Unrealized -75.3%

GO Grocery Outlet Holding Corp 10.0%

Value ($000) $10,903 Shares 877,860 Est. Cost $14.79 Unrealized -3.9%

LCII LCI Industries 8.1%

Value ($000) $8,747 Shares 95,923 Est. Cost $102.36 Unrealized -19.1%

DKS Dick's Sporting Goods Inc 6.4%

Value ($000) $6,986 Shares 35,319 Est. Cost $182.31 Unrealized 0.0%

GTLB Gitlab Inc 6.1%

Value ($000) $6,603 Shares 146,383 Est. Cost $45.98 Unrealized -0.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BLDR	Builders FirstSource Inc	317,592	$37,060	34.1%	$114.08	+1.1%	COM	12008R107
BC	Brunswick Corp	373,860	$20,652	19.0%	$71.24	-30.3%	COM	117043109
SNBR	Sleep Number Corp	2,616,459	$17,674	16.3%	$30.92	-75.3%	COM	83125X103
GO	Grocery Outlet Holding Corp	877,860	$10,903	10.0%	$14.79	-3.9%	COM	39874R101
LCII	LCI Industries	95,923	$8,747	8.1%	$102.36	-19.1%	COM	50189K103
DKS	Dick's Sporting Goods Inc	35,319	$6,986	6.4%	$182.31	0.0%	COM	253393102
GTLB	Gitlab Inc	146,383	$6,603	6.1%	$45.98	-0.6%	CLASS A COM	37637K108