Stadium Capital Management LLC Portfolio Holdings by Sector

Stadium Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$39.9 Million 33.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$27.6 Million 23.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC LCII MBUU 3 stocks	$26.6 Million 22.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY 1 stocks	$11.3 Million 9.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services NAVI 1 stocks	$4.85 Million 4.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$3.59 Million 3.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology GTLB 1 stocks	$2.67 Million 2.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONO 1 stocks	$1.57 Million 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts

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