Filed: 5/15/2025ACC: 0000935836-25-000377
📋 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 $109.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$109.15M
Total AUM (reported)
5.44M
Total Shares
Allocation by class
COM$106.18M97.3%
CLASS A COM$2.23M2.0%
COM CL A$736.6K0.7%
Portfolio Concentration
Top 3$69.15M63.4%
4–10$39.99M36.6%
Top 3 weight
63.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.44M
Sole
Full voting authority
5.44M
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
SOLEShares227.49K
TypeSH
Market value$28.42M
26.04%
Sole
227.49K
Shared
0.00
None
0.00
Grocery Outlet Holding Corp
SOLEShares1.60M
TypeSH
Market value$22.38M
20.50%
Sole
1.60M
Shared
0.00
None
0.00
Brunswick Corp/DE
SOLEShares340.77K
TypeSH
Market value$18.35M
16.81%
Sole
340.77K
Shared
0.00
None
0.00
Sleep Number Corp
SOLEShares2.62M
TypeSH
Market value$16.59M
15.20%
Sole
2.62M
Shared
0.00
None
0.00
LCI Industries
SOLEShares141.72K
TypeSH
Market value$12.39M
11.35%
Sole
141.72K
Shared
0.00
None
0.00
Navient Corp
SOLEShares369.17K
TypeSH
Market value$4.66M
4.27%
Sole
369.17K
Shared
0.00
None
0.00
Etsy Inc
SOLEShares71.84K
TypeSH
Market value$3.39M
3.11%
Sole
71.84K
Shared
0.00
None
0.00
Gitlab Inc
SOLEShares47.38K
TypeSH
Market value$2.23M
2.04%
Sole
47.38K
Shared
0.00
None
0.00
Malibu Boats Inc
SOLEShares24.01K
TypeSH
Market value$736.6K
0.67%
Sole
24.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Builders FirstSource IncSOLE | COM | 227.49K | SH | $28.42M 26.04% | 227.49K | 0.00 | 0.00 |
Grocery Outlet Holding CorpSOLE | COM | 1.60M | SH | $22.38M 20.50% | 1.60M | 0.00 | 0.00 |
Brunswick Corp/DESOLE | COM | 340.77K | SH | $18.35M 16.81% | 340.77K | 0.00 | 0.00 |
Sleep Number CorpSOLE | COM | 2.62M | SH | $16.59M 15.20% | 2.62M | 0.00 | 0.00 |
LCI IndustriesSOLE | COM | 141.72K | SH | $12.39M 11.35% | 141.72K | 0.00 | 0.00 |
Navient CorpSOLE | COM | 369.17K | SH | $4.66M 4.27% | 369.17K | 0.00 | 0.00 |
Etsy IncSOLE | COM | 71.84K | SH | $3.39M 3.11% | 71.84K | 0.00 | 0.00 |
Gitlab IncSOLE | CLASS A COM | 47.38K | SH | $2.23M 2.04% | 47.38K | 0.00 | 0.00 |
Malibu Boats IncSOLE | COM CL A | 24.01K | SH | $736.6K 0.67% | 24.01K | 0.00 | 0.00 |