Woodson Capital Management

Woodson Capital Management as of Sept. 30, 2017

Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 31 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Simon Property (SPG) 21.7 $58M 360k 161.01
Ggp 9.3 $25M 1.2M 20.77
iShares Dow Jones US Real Estate (IYR) 8.5 $23M 283k 79.88
Amazon (AMZN) 6.2 $17M 17k 961.34
Ooma (OOMA) 4.7 $13M 1.2M 10.55
CBL & Associates Properties 3.9 $10M 1.2M 8.39
Alphabet Inc Class C cs (GOOG) 3.2 $8.6M 9.0k 959.12
Simply Good Foods (SMPL) 3.2 $8.6M 733k 11.71
Dolby Laboratories (DLB) 3.1 $8.3M 145k 57.52
Washington Prime Group 3.1 $8.3M 1.0M 8.33
Ss&c Technologies Holding (SSNC) 3.1 $8.3M 206k 40.15
Canada Goose Holdings Inc shs sub vtg (GOOS) 2.9 $7.7M 374k 20.55
Box Inc cl a (BOX) 2.7 $7.1M 368k 19.32
Federal Realty Inv. Trust 2.3 $6.2M 50k 124.22
Nordstrom (JWN) 2.2 $5.9M 125k 47.15
Paypal Holdings (PYPL) 2.0 $5.3M 83k 64.03
Liberty Global 1.9 $5.0M 215k 23.30
Alphabet Inc Class A cs (GOOGL) 1.7 $4.6M 4.8k 973.68
Nomad Foods (NOMD) 1.7 $4.6M 316k 14.57
Momo 1.7 $4.5M 143k 31.34
Ryanair Holdings (RYAAY) 1.7 $4.5M 43k 105.42
Starbucks Corporation (SBUX) 1.4 $3.8M 70k 53.71
Delta Air Lines (DAL) 1.4 $3.6M 75k 48.22
Simpson Manufacturing (SSD) 1.2 $3.3M 67k 49.04
Interactive Brokers (IBKR) 1.2 $3.2M 72k 45.03
Allegiant Travel Company (ALGT) 1.1 $2.9M 22k 131.68
Dollar Tree (DLTR) 1.1 $2.8M 33k 86.83
Platform Specialty Prods Cor 0.6 $1.7M 148k 11.15
J.C. Penney Company 0.5 $1.4M 359k 3.81
Grubhub 0.3 $790k 15k 52.67
Under Armour Inc Cl C (UA) 0.2 $603k 40k 15.01