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STADIUM CAPITAL MANAGEMENT LLC13F | |
| STADIUM CAPITAL MANAGEMENT LLC | |
| Last update 2025-05-15 | 9 Stocks (1 new) |
| Value $109.00 Mil | Turnover 34 % |
STADIUM CAPITAL MANAGEMENT LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDR | Builders FirstSource Inc | 227,491 | 28,422.7 | +17.90% | 26.040 | +3.95% | 0.210 | +5.31% | -13.84% | 13,609.9 | Construction | |
GO | Grocery Outlet Holding Corp | 1,600,797 | 22,379.1 | New Holding | 20.500 | +20.50% | 1.630 | -9.17% | -11.79% | 1,349.9 | Retail - Defensive | |
BC | Brunswick Corp | 340,771 | 18,350.5 | +31.92% | 16.810 | +4.07% | 0.520 | +37.34% | -6.35% | 3,919.3 | Vehicles & Parts | |
SNBR | Sleep Number Corp | 2,616,459 | 16,588.3 | 0% | 15.200 | 0% | 11.550 | +29.92% | -54.99% | 155.4 | Furnishings, Fixtures & Appliances | |
LCII | LCI Industries Inc | 141,715 | 12,390.1 | +102.25% | 11.350 | +5.74% | 0.560 | +27.04% | -3.80% | 2,449.1 | Vehicles & Parts | |
NAVI | Navient Corp | 369,169 | 4,662.6 | +1.12% | 4.270 | +0.05% | 0.360 | +27.55% | +8.85% | 1,429.3 | Credit Services | |
ETSY | Etsy Inc | 71,842 | 3,389.5 | +5.96% | 3.110 | +0.17% | 0.070 | +35.08% | +12.76% | 6,219.4 | Retail - Cyclical | |
GTLB | GitLab Inc | 47,383 | 2,227.0 | 0% | 2.040 | 0% | 0.030 | +5.76% | -19.49% | 7,495.1 | Software | |
MBUU | Malibu Boats Inc | 24,009 | 736.6 | -65.26% | 0.670 | -1.44% | 0.130 | +21.84% | -12.45% | 631.6 | Vehicles & Parts | |
GDDY | GoDaddy Inc | 0 | 0 | Sold Out | 0.000 | -9.58% | 0.000 | -1.78% | -14.52% | 24,040.6 | Software |
STADIUM CAPITAL MANAGEMENT LLC's Historical Top Holdings Breakdowns
STADIUM CAPITAL MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GO | Grocery Outlet Holding Corp | 2025-03-31 | New Buy New Buy | +20.50% | 10.99 ($14.79) 17.37 | $13.77 | -6.90% | New holding | 1,600,797 | 1,600,797 | |
GDDY | GoDaddy Inc | 2025-03-31 | Sold Out Sold Out | -9.58% | 172.13 ($191.07) 214.35 | $168.72 | -11.70% | Sold Out | 0 | -57,238 | |
LCII | LCI Industries Inc | 2025-03-31 | Add Add | +5.74% | 87.4 ($100.46) 110.52 | $97.04 | -3.40% | Add 102.25% | 141,715 | 71,646 | |
BC | Brunswick Corp | 2025-03-31 | Add Add | +4.07% | 53.49 ($62.66) 70.51 | $59.67 | -4.77% | Add 31.92% | 340,771 | 82,448 | |
BLDR | Builders FirstSource Inc | 2025-03-31 | Add Add | +3.95% | 122.8 ($145.49) 173.51 | $123.15 | -15.36% | Add 17.9% | 227,491 | 34,533 | |
MBUU | Malibu Boats Inc | 2025-03-31 | Reduce Reduce | -1.44% | 29.49 ($34.47) 39.5 | $32.91 | -4.53% | Reduce -65.26% | 24,009 | -45,099 | |
SONO | Sonos Inc | 2025-03-31 | Sold Out Sold Out | -1.33% | 10.67 ($13.13) 15.08 | $10.52 | -19.88% | Sold Out | 0 | -104,456 | |
ETSY | Etsy Inc | 2025-03-31 | Add Add | +0.17% | 44.4 ($51.21) 57.29 | $59.64 | 16.46% | Add 5.96% | 71,842 | 4,042 | |
NAVI | Navient Corp | 2025-03-31 | Add Add | +0.05% | 12.63 ($13.66) 14.75 | $14.13 | 3.44% | Add 1.12% | 369,169 | 4,100 | |
SNBR | Sleep Number Corp | 2024-12-31 | Add Add | +7.86% | 11.67 ($15.49) 20.41 | $6.86 | -55.71% | Add 30.28% | 2,616,459 | 608,092 |
STADIUM CAPITAL MANAGEMENT LLC Total Holding History ($B)
STADIUM CAPITAL MANAGEMENT LLC's Asset Allocation
STADIUM CAPITAL MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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STADIUM CAPITAL MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
STADIUM CAPITAL MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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STADIUM CAPITAL MANAGEMENT LLC's Holdings Heat Map
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STADIUM CAPITAL MANAGEMENT LLC's Holdings Bubble Chart
STADIUM CAPITAL MANAGEMENT LLC News
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