Stadium Capital Management LLC Top Holdings and 13F Report (2021) About Stadium Capital Management LLCInvestment ActivityStadium Capital Management LLC has $132.91 million in total holdings as of September 30, 2021.Stadium Capital Management LLC owns shares of 11 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 21.49% of the portfolio was purchased this quarter.About 13.21% of the portfolio was sold this quarter.This quarter, Stadium Capital Management LLC has purchased 9 new stocks and bought additional shares in 4 stocks.Stadium Capital Management LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Builders FirstSource $37,406,838Sleep Number $36,793,283Brunswick $16,449,759TriNet Group $9,776,806GoDaddy $8,973,774 Largest New Holdings this Quarter Sonos $8,105,144 HoldingMalibu Boats $2,682,081 HoldingLCI Industries $2,412,126 Holding Largest Purchases this Quarter TriNet Group 89,885 shares (about $8.72M)Sonos 659,491 shares (about $8.11M)Brunswick 39,866 shares (about $3.34M)Sleep Number 162,164 shares (about $2.97M)Malibu Boats 69,108 shares (about $2.68M) Largest Sales this Quarter GoDaddy 36,353 shares (about $5.70M)Builders FirstSource 28,300 shares (about $5.49M)DoubleVerify 248,058 shares (about $4.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStadium Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLDRBuilders FirstSource$37,406,838$5,486,238 ▼-12.8%192,95828.1%Retail/WholesaleSNBRSleep Number$36,793,283$2,970,844 ▲8.8%2,008,36727.7%Consumer DiscretionaryBCBrunswick$16,449,759$3,341,568 ▲25.5%196,25112.4%Consumer DiscretionaryTNETTriNet Group$9,776,806$8,716,148 ▲821.8%100,8237.4%Business ServicesGDDYGoDaddy$8,973,774$5,699,424 ▼-38.8%57,2386.8%Computer and TechnologySONOSonos$8,105,144$8,105,144 ▲New Holding659,4916.1%Consumer DiscretionaryNAVINavient$5,303,250$333,392 ▲6.7%340,1704.0%FinanceMBUUMalibu Boats$2,682,081$2,682,081 ▲New Holding69,1082.0%Consumer DiscretionaryDVDoubleVerify$2,563,048$4,177,297 ▼-62.0%152,2001.9%Computer and TechnologyGTLBGitLab$2,442,1200.0%47,3831.8%Computer and TechnologyLCIILCI Industries$2,412,126$2,412,126 ▲New Holding20,0111.8%Auto/Tires/TrucksJELDJELD-WEN$0$2,194,586 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
