STADIUM CAPITAL MANAGEMENT LLC Diversified Active

Location: New Canaan, CT

CIK: 0001105087 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value: $184M (100.0% shares, 0.0% debt)

Holdings (10)

GDDY GoDaddy Inc 20.7%

Value $38.12M Shares 548,073 Est. Cost — Unrealized —

BLDR Builders FirstSource Inc 20.2%

Value $37.22M Shares 693,111 Est. Cost — Unrealized —

— PGT Innovations Inc 18.4%

Value $33.79M Shares 2,030,626 Est. Cost — Unrealized —

SNBR Sleep Number Corp 16.1%

Value $29.55M Shares 954,882 Est. Cost — Unrealized —

EME EMCOR Group Inc 10.4%

Value $19.13M Shares 185,789 Est. Cost — Unrealized —

GTLB Gitlab Inc 6.9%

Value $12.69M Shares 238,759 Est. Cost — Unrealized —

ATLO Ames National Corp 3.4%

Value $6.228M Shares 280,780 Est. Cost — Unrealized —

— WW International Inc 1.8%

Value $3.309M Shares 517,845 Est. Cost — Unrealized —

LOPE Grand Canyon Education Inc 1.6%

Value $2.933M Shares 31,140 Est. Cost — Unrealized —

PCYO Pure Cycle Corp 0.6%

Value $1.033M Shares 97,964 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GDDY	GoDaddy Inc	548,073	$38.12M	20.7%	—	—	Common Stock	380237107
BLDR	Builders FirstSource Inc	693,111	$37.22M	20.2%	—	—	Common Stock	12008R107
—	PGT Innovations Inc	2,030,626	$33.79M	18.4%	—	—	Common Stock	69336V101
SNBR	Sleep Number Corp	954,882	$29.55M	16.1%	—	—	Common Stock	83125X103
EME	EMCOR Group Inc	185,789	$19.13M	10.4%	—	—	Common Stock	29084Q100
GTLB	Gitlab Inc	238,759	$12.69M	6.9%	—	—	Common Stock	37637K108
ATLO	Ames National Corp	280,780	$6.228M	3.4%	—	—	Common Stock	031001100
—	WW International Inc	517,845	$3.309M	1.8%	—	—	Common Stock	98262P101
LOPE	Grand Canyon Education Inc	31,140	$2.933M	1.6%	—	—	Common Stock	38526M106
PCYO	Pure Cycle Corp	97,964	$1.033M	0.6%	—	—	Common Stock	746228303