Filed: 5/15/2024ACC: 0000935836-24-000401
📋 What this filing means
STADIUM CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $125.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$125.99M
Total AUM (reported)
3.84M
Total Shares
Allocation by class
COMMON STOCK$125.99M100.0%
Portfolio Concentration
Top 3$85.53M67.9%
4–10$40.46M32.1%
Top 3 weight
67.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Sole
Full voting authority
3.84M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
Builders FirstSource Inc
SOLEShares155.02K
TypeSH
Market value$32.33M
25.66%
Sole
155.02K
Shared
0.00
None
0.00
Sleep Number Corp
SOLEShares1.92M
TypeSH
Market value$30.83M
24.47%
Sole
1.92M
Shared
0.00
None
0.00
GoDaddy Inc
SOLEShares188.49K
TypeSH
Market value$22.37M
17.76%
Sole
188.49K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares662.50K
TypeSH
Market value$10.62M
8.43%
Sole
662.50K
Shared
0.00
None
0.00
DOUBLEVERIFY HOLDINGS INC
SOLEShares236.66K
TypeSH
Market value$8.32M
6.60%
Sole
236.66K
Shared
0.00
None
0.00
RH
SOLEShares20.60K
TypeSH
Market value$7.17M
5.69%
Sole
20.60K
Shared
0.00
None
0.00
JELD-WEN Holding Inc
SOLEShares284.39K
TypeSH
Market value$6.04M
4.79%
Sole
284.39K
Shared
0.00
None
0.00
Navient Corp
SOLEShares318.79K
TypeSH
Market value$5.55M
4.40%
Sole
318.79K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares47.38K
TypeSH
Market value$2.76M
2.19%
Sole
47.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Builders FirstSource IncSOLE | Common Stock | 155.02K | SH | $32.33M 25.66% | 155.02K | 0.00 | 0.00 |
Sleep Number CorpSOLE | Common Stock | 1.92M | SH | $30.83M 24.47% | 1.92M | 0.00 | 0.00 |
GoDaddy IncSOLE | Common Stock | 188.49K | SH | $22.37M 17.76% | 188.49K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | Common Stock | 662.50K | SH | $10.62M 8.43% | 662.50K | 0.00 | 0.00 |
DOUBLEVERIFY HOLDINGS INCSOLE | Common Stock | 236.66K | SH | $8.32M 6.60% | 236.66K | 0.00 | 0.00 |
RHSOLE | Common Stock | 20.60K | SH | $7.17M 5.69% | 20.60K | 0.00 | 0.00 |
JELD-WEN Holding IncSOLE | Common Stock | 284.39K | SH | $6.04M 4.79% | 284.39K | 0.00 | 0.00 |
Navient CorpSOLE | Common Stock | 318.79K | SH | $5.55M 4.40% | 318.79K | 0.00 | 0.00 |
Gitlab IncSOLE | Common Stock | 47.38K | SH | $2.76M 2.19% | 47.38K | 0.00 | 0.00 |