Woodson Capital Management as of Dec. 31, 2018
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard REIT ETF (VNQ) | 7.4 | $28M | 370k | 74.57 | |
| Alphabet Inc Class A cs (GOOGL) | 6.5 | $25M | 24k | 1044.95 | |
| Ryanair Holdings (RYAAY) | 5.8 | $22M | 306k | 71.34 | |
| Ooma (OOMA) | 5.8 | $22M | 1.6M | 13.88 | |
| Brookfield Ppty Partners L P unit ltd partn | 5.7 | $21M | 1.3M | 16.12 | |
| Funko (FNKO) | 5.6 | $21M | 1.6M | 13.15 | |
| National Beverage (FIZZ) | 5.4 | $20M | 283k | 71.77 | |
| Delta Air Lines (DAL) | 5.2 | $20M | 392k | 49.90 | |
| Simply Good Foods (SMPL) | 5.1 | $19M | 1.0M | 18.90 | |
| Amazon (AMZN) | 5.0 | $19M | 12k | 1501.98 | |
| Dollar Tree (DLTR) | 4.4 | $17M | 183k | 90.32 | |
| Dave & Buster's Entertainmnt (PLAY) | 4.3 | $16M | 363k | 44.56 | |
| Spirit AeroSystems Holdings (SPR) | 4.3 | $16M | 222k | 72.09 | |
| Dolby Laboratories (DLB) | 4.1 | $15M | 246k | 61.84 | |
| Nomad Foods (NOMD) | 3.9 | $15M | 865k | 16.72 | |
| Skechers USA (SKX) | 3.6 | $13M | 587k | 22.89 | |
| Interactive Brokers (IBKR) | 3.4 | $13M | 233k | 54.65 | |
| Cargurus (CARG) | 3.2 | $12M | 359k | 33.73 | |
| iShares Dow Jones US Real Estate (IYR) | 2.1 | $8.1M | 108k | 74.94 | |
| Simon Property (SPG) | 1.8 | $6.7M | 40k | 168.00 | |
| Lovesac Company (LOVE) | 1.6 | $6.0M | 262k | 22.94 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $5.5M | 5.3k | 1035.61 | |
| Garmin (GRMN) | 1.1 | $4.2M | 67k | 63.31 | |
| Del Taco Restaurants | 1.1 | $4.2M | 424k | 9.99 | |
| Industrial Logistics pfds, reits (ILPT) | 1.1 | $4.1M | 210k | 19.67 | |
| Gaia (GAIA) | 0.7 | $2.5M | 244k | 10.36 | |
| Prologis (PLD) | 0.2 | $881k | 15k | 58.73 |
