Woodson Capital Management as of June 30, 2017
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 30 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Simon Property (SPG) | 11.1 | $19M | 120k | 161.76 | |
| iShares Dow Jones US Real Estate (IYR) | 8.9 | $16M | 195k | 79.77 | |
| Amazon (AMZN) | 5.5 | $9.7M | 10k | 968.00 | |
| Ooma (OOMA) | 5.5 | $9.5M | 1.2M | 8.00 | |
| Dolby Laboratories (DLB) | 5.1 | $8.9M | 182k | 48.96 | |
| Ggp | 5.0 | $8.6M | 367k | 23.56 | |
| Commscope Hldg (COMM) | 4.9 | $8.6M | 225k | 38.03 | |
| Simpson Manufacturing (SSD) | 4.6 | $8.1M | 185k | 43.71 | |
| Interactive Brokers (IBKR) | 4.3 | $7.5M | 200k | 37.42 | |
| Box Inc cl a (BOX) | 4.1 | $7.1M | 390k | 18.24 | |
| Starbucks Corporation (SBUX) | 3.7 | $6.5M | 111k | 58.31 | |
| Delta Air Lines (DAL) | 3.7 | $6.4M | 120k | 53.74 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 3.3 | $5.8M | 292k | 19.75 | |
| Dollar Tree (DLTR) | 3.2 | $5.7M | 81k | 69.93 | |
| Casey's General Stores (CASY) | 3.1 | $5.4M | 50k | 107.12 | |
| Ss&c Technologies Holding (SSNC) | 2.9 | $5.1M | 133k | 38.41 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $4.3M | 4.7k | 909.00 | |
| Bojangles | 2.4 | $4.2M | 258k | 16.25 | |
| Momo | 2.4 | $4.1M | 111k | 36.96 | |
| 2.3 | $3.9M | 221k | 17.87 | ||
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $3.8M | 4.1k | 929.76 | |
| Nike (NKE) | 2.0 | $3.5M | 59k | 59.01 | |
| Ryanair Holdings (RYAAY) | 1.7 | $3.0M | 28k | 107.62 | |
| Foot Locker (FL) | 1.4 | $2.5M | 50k | 49.28 | |
| Dillard's (DDS) | 1.3 | $2.3M | 40k | 57.70 | |
| J.C. Penney Company | 1.0 | $1.7M | 359k | 4.65 | |
| Dick's Sporting Goods (DKS) | 0.7 | $1.2M | 31k | 39.84 | |
| Best Buy (BBY) | 0.7 | $1.2M | 20k | 57.35 | |
| Grubhub | 0.4 | $654k | 15k | 43.60 | |
| CBL & Associates Properties | 0.3 | $506k | 60k | 8.43 |
