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STADIUM CAPITAL MANAGEMENT LLC

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13F filer, CIK 1105087, New Canaan, CT

STADIUM CAPITAL MANAGEMENT LLC reported $117,980,681 across 10 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000178

Period
2024-12-31
Reported value
$118M
Holdings
10
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNBRQadded+608,092$9.27M
LCIIadded+50,058$5.18M
BCadded+62,072$4.01M
ETSYnew+67,800$3.59M
NAVIadded+24,899$331K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TNETexited-100,823-$9.78M
SONOreduced-555,035-$8.35M
DVexited-152,200-$2.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000935836-25-000178, largest first. % of portfolio is the value over $117,980,681, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNBRQSLEEP NUMBER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008,367 shares; 2024Q4: 2,616,459 shares 2,616,459$39.9M33.8%+608,092Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,958 shares; 2024Q4: 192,958 shares 192,958$27.6M23.38%0Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,251 shares; 2024Q4: 258,323 shares 258,323$16.7M14.16%+62,072Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,238 shares; 2024Q4: 57,238 shares 57,238$11.3M9.58%0Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 70,069 shares 70,069$7.24M6.14%+50,058Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,170 shares; 2024Q4: 365,069 shares 365,069$4.85M4.11%+24,899Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,800 shares 67,800$3.59M3.04%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,383 shares; 2024Q4: 47,383 shares 47,383$2.67M2.26%0Timeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,108 shares; 2024Q4: 69,108 shares 69,108$2.6M2.2%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,491 shares; 2024Q4: 104,456 shares 104,456$1.57M1.33%-555,035Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TNETTRINET GROUP INC100,823$9.78Mshares
DVDOUBLEVERIFY HLDGS INC152,200$2.56Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000935836-25-000178 base2025-02-14acceptance time not in the bulk data set