Stadium Capital Management LLC Portfolio Holdings by Sector

Stadium Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Recreational Vehicles \| Consumer Cyclical BC LCII 2 stocks	$28.4 Million 30.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$22.2 Million 23.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$18.4 Million 19.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials NSP 1 stocks	$13 Million 13.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$7.85 Million 8.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GTLB 1 stocks	$3.82 Million 4.08% of portfolio	-	1	-	-	0 Calls 0 Puts

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