Stadium Capital (Alexander Medina Seaver) discloses updated portfolio positions in 13F filing: Increased CIVI / CPSI positions, Closed out BKE
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- Increased positions in: CIVI (to ~1.58 mln shares from ~0.3 mln shares), CPSI (to ~1.38 mln from ~0.87 mln)
- Maintained positions in: ASNA (~14.75 mln shares), BLDR (~8.58 mln shares), UTI (~3.53 mln shares)
- Closed positions in: BKE (from ~0.56 mln shares), WSBF (from ~0.03 mln)
- Decreased positions in: BGFV (to ~0.85 mln shares from ~2.58 mln shares), EXPR (to ~0.04 mln from ~1.74 mln), HSII (to ~0.28 mln from ~0.59 mln), RBCAA (to ~0.16 mln from ~0.41 mln