Stadium Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Stadium Capital Management LLC disclosed 9 US equity positions worth $109.1m in its Q1 2025 13F filing. The largest position was BLDR at 26.0% of the reported book, followed by GO and BC. Against the Q4 2024 filing, it opened 1 new position, added to 5 and reduced 1 among the top 9 holdings.
What did Stadium Capital Management LLC own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource Inc | Industrials | 26.0% | $28.4m | 227,491 | 18% | added |
| 2 | GO Grocery Outlet Holding Corp | Consumer Defensive | 20.5% | $22.4m | 1,600,797 | – | new |
| 3 | BC Brunswick Corp/DE | Consumer Cyclical | 16.8% | $18.4m | 340,771 | 32% | added |
| 4 | SNBRQ Sleep Number Corp | Consumer Cyclical | 15.2% | $16.6m | 2,616,459 | 0% | held |
| 5 | LCII LCI Industries | Consumer Cyclical | 11.4% | $12.4m | 141,715 | 102% | added |
| 6 | NAVI Navient Corp | Financial Services | 4.3% | $4.7m | 369,169 | 1% | added |
| 7 | ETSY Etsy Inc | Consumer Cyclical | 3.1% | $3.4m | 71,842 | 6% | added |
| 8 | GTLB Gitlab Inc | Technology | 2.0% | $2.2m | 47,383 | 0% | held |
| 9 | MBUU Malibu Boats Inc | Consumer Cyclical | 0.7% | $736.6k | 24,009 | -65% | 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.