Stadium Capital Management LLC Portfolio Holdings by Sector

Stadium Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Building Products & Equipment \| Industrials BLDR 1 stocks	$37.1 Million 34.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC LCII 2 stocks	$29.4 Million 27.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$17.7 Million 16.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$10.9 Million 10.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$6.99 Million 6.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology GTLB 1 stocks	$6.6 Million 6.08% of portfolio	1	-	-	-	0 Calls 0 Puts

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