Stadium Capital Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 10 US equity positions worth $118.0m in its Q4 2024 13F filing. The largest position was SNBRQ at 33.8% of the reported book, followed by BLDR and BC. Against the Q3 2024 filing, it opened 1 new position, added to 4 and reduced 1 among the top 10 holdings.
What did Stadium Capital Management LLC own in Q4 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SNBRQ Sleep Number Corp | Consumer Cyclical | 33.8% | $39.9m | 2,616,459 | 30% | added |
| 2 | BLDR Builders FirstSource Inc | Industrials | 23.4% | $27.6m | 192,958 | 0% | held |
| 3 | BC Brunswick Corp | Consumer Cyclical | 14.2% | $16.7m | 258,323 | 32% | added |
| 4 | GDDY GoDaddy Inc | Technology | 9.6% | $11.3m | 57,238 | 0% | held |
| 5 | LCII LCI Industries | Consumer Cyclical | 6.1% | $7.2m | 70,069 | 250% | added |
| 6 | NAVI Navient Corp | Financial Services | 4.1% | $4.9m | 365,069 | 7% | added |
| 7 | ETSY Etsy Inc | Consumer Cyclical | 3.0% | $3.6m | 67,800 | – | new |
| 8 | GTLB Gitlab Inc | Technology | 2.3% | $2.7m | 47,383 | 0% | held |
| 9 | MBUU Malibu Boats Inc | Consumer Cyclical | 2.2% | $2.6m | 69,108 | 0% | held |
| 10 | SONO Sonos Inc | Technology | 1.3% | $1.6m | 104,456 | -84% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.