Stadium Capital Management applies a private equity strategy to public market investments. Specializing in smaller-cap companies across North America and Europe, the firm emphasizes long-term growth and sustainable free cash flow. With over 25 years of experience spanning various market cycles, Stadium Capital Management maintains a focused portfolio.
Founded in 1999 by Alexander Medina Seaver, the firm originated under his leadership as Managing Director. Currently, Mr. Seaver serves as a Director at Agilis Biotherapeutics LLC and previously held a partnership role at InterWest Partners LLC from 1987 to 1995. He holds an MBA from Stanford Graduate School of Business (1986) and an undergraduate degree from Harvard College (1982).
As of March 2024, Stadium Capital Management operates as a hedge fund managing $274,781,877 in discretionary assets for three clients. Their Q1 2024 13F filing reported $125,990,410 in managed securities, with their top 10 holdings fully concentrated. Builders FirstSource Inc. represents their largest position, with 155,017 shares held.
| Fund Name: | Stadium Capital Management |
| Manager | Alexander Medina Seaver |
| Portfolio Value | $132,908,229 |
| Change This QTR | +1.46% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BLDR | 192,958 | $37,406,838 | -13% | 28.14% | ||
| 2. | Sleep Number Corp | 2,008,367 | $36,793,283 | +9% | 27.68% | ||
| 3. | BC | 196,251 | $16,449,759 | +26% | 12.37% | ||
| 4. | TNET | 100,823 | $9,776,806 | +822% | 7.35% | ||
| 5. | GDDY | 57,238 | $8,973,774 | -39% | 6.75% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-12-02 | ||||
| 2024-11-25 | ||||
| 2023-11-08 | ||||
| 2023-09-13 | ||||
| 2023-08-25 |
