Woodson Capital Management as of Dec. 31, 2017
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 30 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ggp | 14.2 | $34M | 1.4M | 23.39 | |
| iShares Dow Jones US Real Estate (IYR) | 8.3 | $20M | 244k | 81.01 | |
| Ooma (OOMA) | 6.5 | $15M | 1.3M | 11.95 | |
| Amazon (AMZN) | 5.3 | $13M | 11k | 1169.40 | |
| Simply Good Foods (SMPL) | 5.2 | $12M | 862k | 14.26 | |
| Simon Property (SPG) | 5.1 | $12M | 70k | 171.74 | |
| Ss&c Technologies Holding (SSNC) | 4.2 | $10M | 248k | 40.48 | |
| Dave & Buster's Entertainmnt (PLAY) | 3.9 | $9.3M | 169k | 55.17 | |
| Delta Air Lines (DAL) | 3.8 | $9.1M | 163k | 56.00 | |
| Dolby Laboratories (DLB) | 3.8 | $9.0M | 145k | 62.00 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $7.3M | 7.0k | 1046.00 | |
| Washington Prime Group | 3.0 | $7.1M | 1.0M | 7.12 | |
| CBL & Associates Properties | 3.0 | $7.0M | 1.2M | 5.66 | |
| Federal Realty Inv. Trust | 2.8 | $6.6M | 50k | 132.82 | |
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $6.2M | 5.9k | 1053.39 | |
| Ryanair Holdings (RYAAY) | 2.6 | $6.2M | 59k | 104.20 | |
| Nomad Foods (NOMD) | 2.5 | $6.0M | 357k | 16.91 | |
| Crocs (CROX) | 2.4 | $5.8M | 456k | 12.64 | |
| Nordstrom (JWN) | 2.4 | $5.8M | 121k | 47.38 | |
| Box Inc cl a (BOX) | 2.4 | $5.7M | 268k | 21.12 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 2.2 | $5.3M | 167k | 31.56 | |
| FTI Consulting (FCN) | 1.9 | $4.5M | 105k | 42.96 | |
| Paypal Holdings (PYPL) | 1.6 | $3.9M | 53k | 73.61 | |
| Simpson Manufacturing (SSD) | 1.6 | $3.8M | 66k | 57.41 | |
| Dick's Sporting Goods (DKS) | 1.4 | $3.5M | 120k | 28.74 | |
| Funko (FNKO) | 1.4 | $3.4M | 514k | 6.65 | |
| Dollar Tree (DLTR) | 0.9 | $2.1M | 20k | 107.30 | |
| Interactive Brokers (IBKR) | 0.8 | $2.0M | 33k | 59.21 | |
| J.C. Penney Company | 0.5 | $1.1M | 359k | 3.16 | |
| Tapestry (TPR) | 0.4 | $982k | 22k | 44.23 |
