STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $211M (100.0% shares, 0.0% debt)

Holdings (10)

GDDY GoDaddy Inc 20.2%

Value $42.68M Shares 509,873 Est. Cost — Unrealized —

SNBR Sleep Number Corp 16.3%

Value $34.47M Shares 679,824 Est. Cost — Unrealized —

— PGT Innovations Inc 15.9%

Value $33.5M Shares 1,862,987 Est. Cost — Unrealized —

LOPE Grand Canyon Education Inc 14.2%

Value $30.03M Shares 309,218 Est. Cost — Unrealized —

BLDR Builders FirstSource Inc 14.0%

Value $29.56M Shares 457,972 Est. Cost — Unrealized —

THFF First Financial Corp/IN 5.8%

Value $12.32M Shares 284,604 Est. Cost — Unrealized —

EME EMCOR Group Inc 4.0%

Value $8.464M Shares 75,150 Est. Cost — Unrealized —

— WW International Inc 3.9%

Value $8.173M Shares 798,942 Est. Cost — Unrealized —

ATLO Ames National Corp 3.4%

Value $7.153M Shares 287,737 Est. Cost — Unrealized —

PCYO Pure Cycle Corp 2.3%

Value $4.846M Shares 403,170 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GDDY	GoDaddy Inc	509,873	$42.68M	20.2%	—	—	Common Stock	380237107
SNBR	Sleep Number Corp	679,824	$34.47M	16.3%	—	—	Common Stock	83125X103
—	PGT Innovations Inc	1,862,987	$33.5M	15.9%	—	—	Common Stock	69336V101
LOPE	Grand Canyon Education Inc	309,218	$30.03M	14.2%	—	—	Common Stock	38526M106
BLDR	Builders FirstSource Inc	457,972	$29.56M	14.0%	—	—	Common Stock	12008R107
THFF	First Financial Corp/IN	284,604	$12.32M	5.8%	—	—	Common Stock	320218100
EME	EMCOR Group Inc	75,150	$8.464M	4.0%	—	—	Common Stock	29084Q100
—	WW International Inc	798,942	$8.173M	3.9%	—	—	Common Stock	98262P101
ATLO	Ames National Corp	287,737	$7.153M	3.4%	—	—	Common Stock	031001100
PCYO	Pure Cycle Corp	403,170	$4.846M	2.3%	—	—	Common Stock	746228303