Filed: 2/14/2025ACC: 0000935836-25-000178
📋 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 $117.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$117.98M
Total AUM (reported)
3.85M
Total Shares
Allocation by class
COM$101.42M86.0%
CL A$11.30M9.6%
CLASS A COM$2.67M2.3%
COM CL A$2.60M2.2%
Portfolio Concentration
Top 3$84.16M71.3%
4–10$33.82M28.7%
Top 3 weight
71.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Sole
Full voting authority
3.45M
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
SOLEShares2.62M
TypeSH
Market value$39.87M
33.80%
Sole
2.21M
Shared
0.00
None
0.00
Builders FirstSource Inc
SOLEShares192.96K
TypeSH
Market value$27.58M
23.38%
Sole
192.96K
Shared
0.00
None
0.00
Brunswick Corp
SOLEShares258.32K
TypeSH
Market value$16.71M
14.16%
Sole
258.32K
Shared
0.00
None
0.00
GoDaddy Inc
SOLEShares57.24K
TypeSH
Market value$11.30M
9.58%
Sole
57.24K
Shared
0.00
None
0.00
LCI Industries
SOLEShares70.07K
TypeSH
Market value$7.24M
6.14%
Sole
70.07K
Shared
0.00
None
0.00
Navient Corp
SOLEShares365.07K
TypeSH
Market value$4.85M
4.11%
Sole
365.07K
Shared
0.00
None
0.00
Etsy Inc
SOLEShares67.80K
TypeSH
Market value$3.59M
3.04%
Sole
67.80K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares47.38K
TypeSH
Market value$2.67M
2.26%
Sole
47.38K
Shared
0.00
None
0.00
Malibu Boats Inc
SOLEShares69.11K
TypeSH
Market value$2.60M
2.20%
Sole
69.11K
Shared
0.00
None
0.00
Sonos Inc
SOLEShares104.46K
TypeSH
Market value$1.57M
1.33%
Sole
104.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Sleep Number CorpSOLE | COM | 2.62M | SH | $39.87M 33.80% | 2.21M | 0.00 | 0.00 |
Builders FirstSource IncSOLE | COM | 192.96K | SH | $27.58M 23.38% | 192.96K | 0.00 | 0.00 |
Brunswick CorpSOLE | COM | 258.32K | SH | $16.71M 14.16% | 258.32K | 0.00 | 0.00 |
GoDaddy IncSOLE | CL A | 57.24K | SH | $11.30M 9.58% | 57.24K | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 70.07K | SH | $7.24M 6.14% | 70.07K | 0.00 | 0.00 |
Navient CorpSOLE | COM | 365.07K | SH | $4.85M 4.11% | 365.07K | 0.00 | 0.00 |
Etsy IncSOLE | COM | 67.80K | SH | $3.59M 3.04% | 67.80K | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 47.38K | SH | $2.67M 2.26% | 47.38K | 0.00 | 0.00 |
Malibu Boats IncSOLE | COM CL A | 69.11K | SH | $2.60M 2.20% | 69.11K | 0.00 | 0.00 |
Sonos IncSOLE | COM | 104.46K | SH | $1.57M 1.33% | 104.46K | 0.00 | 0.00 |