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STADIUM CAPITAL MANAGEMENT LLC

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13F filer, CIK 1105087, New Canaan, CT

STADIUM CAPITAL MANAGEMENT LLC reported $109,146,585 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000377

Period
2025-03-31
Reported value
$109M
Holdings
9
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOnew+1,600,797$22.4M
LCIIadded+71,646$6.26M
BCadded+82,448$4.44M
BLDRadded+34,533$4.31M
ETSYadded+4,042$191K

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
GDDYexited-57,238-$11.3M
SONOexited-104,456-$1.57M
MBUUreduced-45,099-$1.38M

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, Q1 2025

Share positions as resolved from 13F-HR 0000935836-25-000377, largest first. % of portfolio is the value over $109,146,585, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,958 shares; 2024Q4: 192,958 shares; 2025Q1: 227,491 shares 227,491$28.4M26.04%+34,533Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600,797 shares 1,600,797$22.4M20.5%newTimeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,251 shares; 2024Q4: 258,323 shares; 2025Q1: 340,771 shares 340,771$18.4M16.81%+82,448Timeline
SNBRQSLEEP NUMBER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008,367 shares; 2024Q4: 2,616,459 shares; 2025Q1: 2,616,459 shares 2,616,459$16.6M15.2%0Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 70,069 shares; 2025Q1: 141,715 shares 141,715$12.4M11.35%+71,646Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,170 shares; 2024Q4: 365,069 shares; 2025Q1: 369,169 shares 369,169$4.66M4.27%+4,100Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,800 shares; 2025Q1: 71,842 shares 71,842$3.39M3.11%+4,042Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,383 shares; 2024Q4: 47,383 shares; 2025Q1: 47,383 shares 47,383$2.23M2.04%0Timeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,108 shares; 2024Q4: 69,108 shares; 2025Q1: 24,009 shares 24,009$737K0.67%-45,099Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
GDDYGODADDY INC57,238$11.3Mshares
SONOSONOS INC104,456$1.57Mshares

How Q1 2025 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 0000935836-25-000377 base2025-05-15acceptance time not in the bulk data set