Stadium Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Stadium Capital Management LLC reported 9 stock positions worth $90.8 million. Its top holding was Builders Firstsource (BLDR) at 33.7% of the portfolio, followed by Sleep Number (SNBRQ, 19.5%) and GoDaddy Class A (GDDY, 14.4%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 3. The biggest buy was a new position in Brunswick (BC) and the biggest sale an exit from Zoominfo Technologies (GTM).

Most Recent 13F
Q2 2026
Location
New Canaan, CT
CIK
0001105087
Portfolio Value
$90.8M (Q2 2024)
SEC Filing
0000935836-24-000527 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $126.0M Q1 2024 Q2 2024: $90.8M $90.8M Q2 2024 Q3 2024: $132.9M Q3 2024 Q4 2024: $118.0M Q4 2024 Q1 2025: $109.1M Q1 2025 Q2 2025: $108.6M Q2 2025 Q3 2025: $93.6M Q3 2025 Q4 2025: $86.3M Q4 2025 Q1 2026: $40.6M Q1 2026 Q2 2026: $21.0M Q2 2026

Holdings 9 stocks · $90.8M
BLDR Builders Firstsource Inc. 33.72% 221,258 $30.6M Add +42.7%
SNBRQ Sleep Number Corp. 19.45% 1,846,203 $17.7M Reduce -4.0%
GDDY GoDaddy Inc. Class A 14.40% 93,591 $13.1M Reduce -50.4%
BC Brunswick Corp. 12.53% 156,385 $11.4M New
DV Doubleverify Holdings Inc. 8.58% 400,258 $7.8M Add +69.1%
NAVI Navient Corp. 5.11% 318,785 $4.6M No change
GTLB Gitlab Inc. Class A 2.59% 47,383 $2.4M No change
JELD Jeld-Wen Holding Inc. 2.42% 162,924 $2.2M Reduce -42.7%
TNET Trinet Group Inc. 1.20% 10,938 $1.1M New

Portfolio Sells Q1 2024 → Q2 2024
GTM Zoominfo Technologies Inc. Sold out 0.00% −8.43
RH RH Sold out 0.00% −5.69
SNBRQ Sleep Number Corp. Reduce -4.0% 19.45% −5.02
GDDY GoDaddy Inc. Class A Reduce -50.4% 14.40% −3.36
JELD Jeld-Wen Holding Inc. Reduce -42.7% 2.42% −2.38

Portfolio Buys Q1 2024 → Q2 2024
BC Brunswick Corp. New 12.53% +12.53
BLDR Builders Firstsource Inc. Add +42.7% 33.72% +8.06
DV Doubleverify Holdings Inc. Add +69.1% 8.58% +1.98
TNET Trinet Group Inc. New 1.20% +1.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$21.0MBLDR, BC
Q1 2026 6$40.6MBLDR, BC, DKS, LCII, SNBRQ
Q4 2025 6$86.3MSNBRQ, LCII, BC, BLDR, DKS
Q3 2025 7$93.6MBLDR, BC, SNBRQ, NSP, LCII
Q2 2025 7$108.6MBLDR, BC, SNBRQ, GO, LCII
Q1 2025 9$109.1MBLDR, GO, BC, SNBRQ, LCII
Q4 2024 10$118.0MSNBRQ, BLDR, BC, GDDY, LCII
Q3 2024 11$132.9MBLDR, SNBRQ, BC, TNET, GDDY
Q2 2024 9$90.8MBLDR, SNBRQ, GDDY, BC, DV
Q1 2024 9$126.0MBLDR, SNBRQ, GDDY, GTM, DV