Stadium Capital Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 9Value: $109.1MLatest: 2025Q1

STADIUM CAPITAL MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LCII",
  "NAVI",
  "MBUU",
  "ETSY",
  "GTLB",
  "SNBR",
  "GO",
  "BC",
  "BLDR"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 9
Total Value: 109146585
Accession Number: 0000935836-25-000377
Form Type: 13F-HR
CIK: stadium-capital-management
Manager Name: Stadium-Capital-Management

Data Enrichment

100% identified

9 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $109.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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Builders FirstSource, Inc.

BLDR|12008R107

Shares:227.5K

Value:$28.4M

% of Portfolio:26.0% ($28.4M/$109.1M)

Grocery Outlet Holding Corp.

GO|39874R101

Shares:1.6M

Value:$22.4M

% of Portfolio:20.5% ($22.4M/$109.1M)

BRUNSWICK CORP

BC|117043109

Shares:340.8K

Value:$18.4M

% of Portfolio:16.8% ($18.4M/$109.1M)

Sleep Number Corp

SNBR|83125X103

Shares:2.6M

Value:$16.6M

% of Portfolio:15.2% ($16.6M/$109.1M)

LCI INDUSTRIES

LCII|50189K103

Shares:141.7K

Value:$12.4M

% of Portfolio:11.4% ($12.4M/$109.1M)

NAVIENT CORP

NAVI|63938C108

Shares:369.2K

Value:$4.7M

% of Portfolio:4.3% ($4.7M/$109.1M)

ETSY INC

ETSY|29786A106

Shares:71.8K

Value:$3.4M

% of Portfolio:3.1% ($3.4M/$109.1M)

Gitlab Inc.

GTLB|37637K108

Shares:47.4K

Value:$2.2M

% of Portfolio:2.0% ($2.2M/$109.1M)

MALIBU BOATS, INC.

MBUU|56117J100

Shares:24.0K

Value:$736.6K

% of Portfolio:0.7% ($736.6K/$109.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Builders FirstSource, Inc.(BLDRcusip12008R107)	227.5K	QoQ +17.89% (+34.5K) YoY +46.75% (-72.5K)	All Managers (Combined)	$28.4M	26.0% ($28.4M/$109.1M)	QoQ +3.05% (+$843.2K) YoY -12.08% (-$3.9M)
Grocery Outlet Holding Corp.(GOcusip39874R101)	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$22.4M	20.5% ($22.4M/$109.1M)	QoQ NEW(+$22.4M) YoY NEW(+$22.4M)
BRUNSWICK CORP(BCcusip117043109)	340.8K	QoQ +31.91% (+82.4K) YoY NEW(+340.8K)	All Managers (Combined)	$18.4M	16.8% ($18.4M/$109.1M)	QoQ +9.82% (+$1.6M) YoY NEW(+$18.4M)
Sleep Number Corp(SNBRcusip83125X103)	2.6M	QoQ 0.00% (-0) YoY +36.04% (-693.3K)	All Managers (Combined)	$16.6M	15.2% ($16.6M/$109.1M)	QoQ -58.39% (-$23.3M) YoY -46.19% (-$14.2M)
LCI INDUSTRIES(LCIIcusip50189K103)	141.7K	QoQ +102.25% (+71.6K) YoY NEW(+141.7K)	All Managers (Combined)	$12.4M	11.4% ($12.4M/$109.1M)	QoQ +71.02% (+$5.1M) YoY NEW(+$12.4M)
NAVIENT CORP(NAVIcusip63938C108)	369.2K	QoQ +1.12% (-4.1K) YoY +15.80% (-50.4K)	All Managers (Combined)	$4.7M	4.3% ($4.7M/$109.1M)	QoQ -3.89% (-$189.2K) YoY -15.94% (-$884.3K)
ETSY INC(ETSYcusip29786A106)	71.8K	QoQ +5.96% (-4.0K) YoY NEW(+71.8K)	All Managers (Combined)	$3.4M	3.1% ($3.4M/$109.1M)	QoQ -5.47% (-$196.4K) YoY NEW(+$3.4M)
Gitlab Inc.(GTLBcusip37637K108)	47.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2M	2.0% ($2.2M/$109.1M)	QoQ -16.59% (-$443.0K) YoY -19.41% (-$536.4K)
MALIBU BOATS, INC.(MBUUcusip56117J100)	24.0K	QoQ -65.25% (-45.1K) YoY NEW(+24.0K)	All Managers (Combined)	$736.6K	0.7% ($736.6K/$109.1M)	QoQ -71.64% (-$1.9M) YoY NEW(+$736.6K)