Woodson Capital Management as of March 31, 2018
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 28 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ggp | 10.8 | $27M | 1.3M | 20.46 | |
| Simply Good Foods (SMPL) | 6.4 | $16M | 1.2M | 13.73 | |
| Ooma (OOMA) | 5.8 | $14M | 1.3M | 10.90 | |
| iShares Dow Jones US Real Estate (IYR) | 5.4 | $13M | 178k | 75.47 | |
| Simon Property (SPG) | 5.3 | $13M | 85k | 154.35 | |
| Delta Air Lines (DAL) | 5.2 | $13M | 238k | 54.81 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $11M | 10k | 1037.13 | |
| Walgreen Boots Alliance (WBA) | 4.2 | $10M | 160k | 65.47 | |
| Dolby Laboratories (DLB) | 4.2 | $10M | 162k | 63.56 | |
| Crocs (CROX) | 3.8 | $9.4M | 579k | 16.25 | |
| Dollar Tree (DLTR) | 3.7 | $9.2M | 97k | 94.90 | |
| Manitowoc Co Inc/the (MTW) | 3.5 | $8.8M | 310k | 28.46 | |
| Tapestry (TPR) | 3.5 | $8.6M | 164k | 52.61 | |
| Nomad Foods (NOMD) | 3.5 | $8.6M | 547k | 15.74 | |
| Dave & Buster's Entertainmnt (PLAY) | 3.2 | $7.9M | 189k | 41.74 | |
| Alphabet Inc Class C cs (GOOG) | 3.1 | $7.7M | 7.5k | 1031.73 | |
| Prologis (PLD) | 3.0 | $7.4M | 117k | 62.99 | |
| Washington Prime Group | 2.7 | $6.7M | 1.0M | 6.67 | |
| Box Inc cl a (BOX) | 2.5 | $6.1M | 298k | 20.55 | |
| Ryanair Holdings (RYAAY) | 2.3 | $5.7M | 47k | 122.85 | |
| Amazon (AMZN) | 2.3 | $5.7M | 3.9k | 1447.31 | |
| Nordstrom (JWN) | 2.1 | $5.3M | 110k | 48.41 | |
| Funko (FNKO) | 2.1 | $5.2M | 628k | 8.21 | |
| Mohawk Industries (MHK) | 1.9 | $4.9M | 21k | 232.20 | |
| Industrial Logistics pfds, reits (ILPT) | 1.9 | $4.8M | 236k | 20.34 | |
| 1.8 | $4.4M | 150k | 29.01 | ||
| Simpson Manufacturing (SSD) | 0.8 | $2.0M | 36k | 57.60 | |
| Controladora Vuela Cia Spon Ad (VLRS) | 0.8 | $2.0M | 248k | 8.15 |
