Stadium Capital Management LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Stadium Capital Management LLC reported 9 stock positions worth $126.0 million . Its top holding was Builders Firstsource (BLDR) at 25.7% of the portfolio, followed by Sleep Number (SNBRQ, 24.5% ) and GoDaddy Class A (GDDY, 17.8% ). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 2 and reduced 4. The biggest buy was a new position in Zoominfo Technologies (GTM) and the biggest sale an exit from PGT Innovations (PGTI).
Location New Canaan, CT
CIK 0001105087
Portfolio Value $126.0M (Q1 2024) Holdings 9 stocks · $126.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 BLDR Builders Firstsource Inc. 155,017 $32.3M No change SNBRQ Sleep Number Corp. 1,923,193 $30.8M Reduce -4.9% GDDY GoDaddy Inc. Class A 188,491 $22.4M Reduce -12.2% GTM Zoominfo Technologies Inc. 662,500 $10.6M New DV Doubleverify Holdings Inc. 236,658 $8.3M Add +53.6% RH RH 20,600 $7.2M Reduce -21.3% JELD Jeld-Wen Holding Inc. 284,388 $6.0M New NAVI Navient Corp. 318,785 $5.5M Add +151.8% GTLB Gitlab Inc. Class A 47,383 $2.8M Reduce -48.7%
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ PGTI PGT Innovations Inc. Sold out 0.00% −15.96 GTLB Gitlab Inc. Class A Reduce -48.7% 2.19% −2.69 GDDY GoDaddy Inc. Class A Reduce -12.2% 17.76% −1.37 RH RH Reduce -21.3% 5.69% −0.71 SNBRQ Sleep Number Corp. Reduce -4.9% 24.47% −0.71
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ GTM Zoominfo Technologies Inc. New 8.43% +8.43 JELD Jeld-Wen Holding Inc. New 4.79% +4.79 NAVI Navient Corp. Add +151.8% 4.40% +2.42 DV Doubleverify Holdings Inc. Add +53.6% 6.60% +1.85
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SNBRQ Sleep Number Corp. call Sold out 30,000 $80Kbefore exit SNBRQ Sleep Number Corp. put Sold out 100,000 $65Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 2 $21.0M BLDR, BC Q1 2026 6 $40.6M BLDR, BC, DKS, LCII, SNBRQ Q4 2025 6 $86.3M SNBRQ, LCII, BC, BLDR, DKS Q3 2025 7 $93.6M BLDR, BC, SNBRQ, NSP, LCII Q2 2025 7 $108.6M BLDR, BC, SNBRQ, GO, LCII Q1 2025 9 $109.1M BLDR, GO, BC, SNBRQ, LCII Q4 2024 10 $118.0M SNBRQ, BLDR, BC, GDDY, LCII Q3 2024 11 $132.9M BLDR, SNBRQ, BC, TNET, GDDY Q2 2024 9 $90.8M BLDR, SNBRQ, GDDY, BC, DV Q1 2024 9 $126.0M BLDR, SNBRQ, GDDY, GTM, DV