STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $200M (100.0% shares, 0.0% debt)

Holdings (9)

— Weight Watchers International Inc 36.6%

Value $73.25M Shares 3,002,202 Est. Cost — Unrealized —

EME EMCOR Group Inc 22.5%

Value $45.01M Shares 492,073 Est. Cost — Unrealized —

LOPE Grand Canyon Education Inc 15.8%

Value $31.6M Shares 339,426 Est. Cost — Unrealized —

THFF First Financial Corp/IN 9.8%

Value $19.68M Shares 506,482 Est. Cost — Unrealized —

UVE Universal Insurance Holdings Inc 4.7%

Value $9.445M Shares 625,065 Est. Cost — Unrealized —

WSBF Waterstone Financial Inc 4.7%

Value $9.399M Shares 499,390 Est. Cost — Unrealized —

WSFS WSFS Financial Corp 2.3%

Value $4.52M Shares 100,706 Est. Cost — Unrealized —

ATLO Ames National Corp 2.0%

Value $4.032M Shares 167,876 Est. Cost — Unrealized —

ACIC United Insurance Holdings Corp 1.7%

Value $3.422M Shares 598,250 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Weight Watchers International Inc	3,002,202	$73.25M	36.6%	—	—	Common Stock	98262P101
EME	EMCOR Group Inc	492,073	$45.01M	22.5%	—	—	Common Stock	29084Q100
LOPE	Grand Canyon Education Inc	339,426	$31.6M	15.8%	—	—	Common Stock	38526M106
THFF	First Financial Corp/IN	506,482	$19.68M	9.8%	—	—	Common Stock	320218100
UVE	Universal Insurance Holdings Inc	625,065	$9.445M	4.7%	—	—	Common Stock	91359V107
WSBF	Waterstone Financial Inc	499,390	$9.399M	4.7%	—	—	Common Stock	94188P101
WSFS	WSFS Financial Corp	100,706	$4.52M	2.3%	—	—	Common Stock	929328102
ATLO	Ames National Corp	167,876	$4.032M	2.0%	—	—	Common Stock	031001100
ACIC	United Insurance Holdings Corp	598,250	$3.422M	1.7%	—	—	Common Stock	910710102