Filed: 11/14/2023ACC: 0000935836-23-000705
📋 What this filing means
STADIUM CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $111.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$111.01M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COMMON STOCK$111.01M100.0%
Portfolio Concentration
Top 3$81.90M73.8%
4–10$29.11M26.2%
Top 3 weight
73.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Sole
Full voting authority
4.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
Sleep Number Corp
SOLEShares1.60M
TypeSH
Market value$39.36M
35.46%
Sole
1.60M
Shared
0.00
None
0.00
GoDaddy Inc
SOLEShares396.29K
TypeSH
Market value$29.52M
26.59%
Sole
396.29K
Shared
0.00
None
0.00
PGT Innovations Inc
SOLEShares469.15K
TypeSH
Market value$13.02M
11.73%
Sole
469.15K
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares101.22K
TypeSH
Market value$12.60M
11.35%
Sole
101.22K
Shared
0.00
None
0.00
RH
SOLEShares16.73K
TypeSH
Market value$4.42M
3.99%
Sole
16.73K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares92.38K
TypeSH
Market value$4.18M
3.76%
Sole
92.38K
Shared
0.00
None
0.00
Academy Sports & Outdoors
SOLEShares49.85K
TypeSH
Market value$2.36M
2.12%
Sole
49.85K
Shared
0.00
None
0.00
Korn Ferry
SOLEShares45.84K
TypeSH
Market value$2.17M
1.96%
Sole
45.84K
Shared
0.00
None
0.00
Amarin Corp PLC
SOLEShares1.89M
TypeSH
Market value$1.74M
1.57%
Sole
1.89M
Shared
0.00
None
0.00
TriNet Group Inc
SOLEShares14.08K
TypeSH
Market value$1.64M
1.48%
Sole
14.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Sleep Number CorpSOLE | Common Stock | 1.60M | SH | $39.36M 35.46% | 1.60M | 0.00 | 0.00 |
GoDaddy IncSOLE | Common Stock | 396.29K | SH | $29.52M 26.59% | 396.29K | 0.00 | 0.00 |
PGT Innovations IncSOLE | Common Stock | 469.15K | SH | $13.02M 11.73% | 469.15K | 0.00 | 0.00 |
Builders FirstSource IncSOLE | Common Stock | 101.22K | SH | $12.60M 11.35% | 101.22K | 0.00 | 0.00 |
RHSOLE | Common Stock | 16.73K | SH | $4.42M 3.99% | 16.73K | 0.00 | 0.00 |
Gitlab IncSOLE | Common Stock | 92.38K | SH | $4.18M 3.76% | 92.38K | 0.00 | 0.00 |
Academy Sports & OutdoorsSOLE | Common Stock | 49.85K | SH | $2.36M 2.12% | 49.85K | 0.00 | 0.00 |
Korn FerrySOLE | Common Stock | 45.84K | SH | $2.17M 1.96% | 45.84K | 0.00 | 0.00 |
Amarin Corp PLCSOLE | Common Stock | 1.89M | SH | $1.74M 1.57% | 1.89M | 0.00 | 0.00 |
TriNet Group IncSOLE | Common Stock | 14.08K | SH | $1.64M 1.48% | 14.08K | 0.00 | 0.00 |