Stadium Capital discloses updated portfolio positions in 13F filing: New SONO position, Exited JELD
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: SONO (660K), MBUU (69K), LCII (20K)
- Increased positions in: SNBR (to 2.01 mln shares from 1.85 mln), TNET (to 101K from 11K), BC (to 196K from 156K), NAVI (to 340K from 319K)
- Decreased positions in: DV (to 152K from 400K), GDDY (to 57K from 94K), BLDR (to 193K from 221K)