SC
| |
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
View Full List
| 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 | -8.61% | -18.13% | 12,931.3 | Construction | |
GO | Grocery Outlet Holding Corp | 1,600,797 | 22,379.1 | New Holding | 20.500 | +20.50% | 1.630 | -2.54% | -19.03% | 1,239.2 | Retail - Defensive | |
BC | Brunswick Corp | 340,771 | 18,350.5 | +31.92% | 16.810 | +4.07% | 0.520 | +0.09% | -12.76% | 3,651.3 | Vehicles & Parts | |
SNBR | Sleep Number Corp | 2,616,459 | 16,588.3 | 0% | 15.200 | 0% | 11.550 | -0.15% | -55.91% | 152.3 | Furnishings, Fixtures & Appliances | |
LCII | LCI Industries Inc | 141,715 | 12,390.1 | +102.25% | 11.350 | +5.74% | 0.560 | +1.97% | -8.84% | 2,320.6 | Vehicles & Parts | |
NAVI | Navient Corp | 369,169 | 4,662.6 | +1.12% | 4.270 | +0.05% | 0.360 | +7.63% | +8.16% | 1,420.1 | Credit Services | |
ETSY | Etsy Inc | 71,842 | 3,389.5 | +5.96% | 3.110 | +0.17% | 0.070 | +7.93% | -4.25% | 5,280.9 | Retail - Cyclical | |
GTLB | GitLab Inc | 47,383 | 2,227.0 | 0% | 2.040 | 0% | 0.030 | -10.04% | -19.89% | 7,457.1 | Software | |
MBUU | Malibu Boats Inc | 24,009 | 736.6 | -65.26% | 0.670 | -1.44% | 0.130 | +4.54% | -14.29% | 618.3 | Vehicles & Parts | |
GDDY | GoDaddy Inc | 0 | 0 | Sold Out | 0.000 | -9.58% | 0.000 | -1.48% | -8.77% | 25,657.8 | Software |
STADIUM CAPITAL MANAGEMENT LLC's Historical Top Holdings Breakdowns
STADIUM CAPITAL MANAGEMENT LLC's Top Stock Picks
View Full List
| 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 | $12.64 | -14.54% | 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 | $180.07 | -5.76% | Sold Out | 0 | -57,238 | |
LCII | LCI Industries Inc | 2025-03-31 | Add Add | +5.74% | 87.4 ($100.46) 110.52 | $91.95 | -8.47% | Add 102.25% | 141,715 | 71,646 | |
BC | Brunswick Corp | 2025-03-31 | Add Add | +4.07% | 53.49 ($62.66) 70.51 | $55.59 | -11.28% | Add 31.92% | 340,771 | 82,448 | |
BLDR | Builders FirstSource Inc | 2025-03-31 | Add Add | +3.95% | 122.8 ($145.49) 173.51 | $117.01 | -19.58% | Add 17.9% | 227,491 | 34,533 | |
MBUU | Malibu Boats Inc | 2025-03-31 | Reduce Reduce | -1.44% | 29.49 ($34.47) 39.5 | $32.22 | -6.53% | 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 | $10.74 | -18.20% | Sold Out | 0 | -104,456 | |
ETSY | Etsy Inc | 2025-03-31 | Add Add | +0.17% | 44.4 ($51.21) 57.29 | $50.64 | -1.11% | Add 5.96% | 71,842 | 4,042 | |
NAVI | Navient Corp | 2025-03-31 | Add Add | +0.05% | 12.63 ($13.66) 14.75 | $14.04 | 2.78% | Add 1.12% | 369,169 | 4,100 | |
SNBR | Sleep Number Corp | 2024-12-31 | Add Add | +7.86% | 11.67 ($15.49) 20.41 | $6.72 | -56.62% | Add 30.28% | 2,616,459 | 608,092 |
STADIUM CAPITAL MANAGEMENT LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
STADIUM CAPITAL MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
STADIUM CAPITAL MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
STADIUM CAPITAL MANAGEMENT LLC's Holdings Heat Map
Size field:
STADIUM CAPITAL MANAGEMENT LLC's Holdings Bubble Chart
STADIUM CAPITAL MANAGEMENT LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers