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 MBUU 3 stocks	$31.5 Million 28.84% of portfolio	2	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$28.4 Million 26.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$22.4 Million 20.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical SNBR 1 stocks	$16.6 Million 15.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services NAVI 1 stocks	$4.66 Million 4.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$3.39 Million 3.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GTLB 1 stocks	$2.23 Million 2.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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