Woodson Capital Management as of March 31, 2019
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 23 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Funko (FNKO) | 8.9 | $43M | 2.0M | 21.72 | |
| Vanguard REIT ETF (VNQ) | 7.6 | $37M | 420k | 86.91 | |
| Ryanair Holdings (RYAAY) | 7.0 | $34M | 453k | 74.94 | |
| Alphabet Inc Class A cs (GOOGL) | 6.6 | $32M | 27k | 1176.89 | |
| Amazon (AMZN) | 6.2 | $30M | 17k | 1780.78 | |
| Simply Good Foods (SMPL) | 6.1 | $30M | 1.4M | 20.59 | |
| Nomad Foods (NOMD) | 5.5 | $27M | 1.3M | 20.45 | |
| Dolby Laboratories (DLB) | 5.4 | $26M | 412k | 62.97 | |
| Interactive Brokers (IBKR) | 4.8 | $23M | 448k | 51.88 | |
| Delta Air Lines (DAL) | 4.8 | $23M | 445k | 51.65 | |
| Crocs (CROX) | 4.5 | $22M | 842k | 25.75 | |
| Cargurus (CARG) | 4.3 | $21M | 524k | 40.06 | |
| National Beverage (FIZZ) | 4.3 | $21M | 361k | 57.73 | |
| Ooma (OOMA) | 4.3 | $21M | 1.6M | 13.24 | |
| Dave & Buster's Entertainmnt (PLAY) | 4.2 | $20M | 405k | 49.87 | |
| Noodles & Co (NDLS) | 3.8 | $18M | 2.7M | 6.80 | |
| Spirit AeroSystems Holdings (SPR) | 3.7 | $18M | 197k | 91.53 | |
| Dollar Tree (DLTR) | 3.0 | $14M | 137k | 105.04 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $6.2M | 5.3k | 1173.40 | |
| Urban Outfitters (URBN) | 1.2 | $5.9M | 200k | 29.64 | |
| At Home Group | 0.9 | $4.3M | 240k | 17.86 | |
| Lovesac Company (LOVE) | 0.9 | $4.3M | 155k | 27.81 | |
| Del Taco Restaurants | 0.8 | $3.8M | 373k | 10.06 |
