Woodson Capital Management as of June 30, 2019
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 25 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crocs (CROX) | 11.2 | $66M | 3.3M | 19.75 | |
| Cargurus (CARG) | 7.1 | $41M | 1.1M | 36.11 | |
| Ryanair Holdings (RYAAY) | 6.6 | $39M | 600k | 64.14 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $37M | 34k | 1082.79 | |
| Funko (FNKO) | 5.7 | $33M | 1.4M | 24.22 | |
| Amazon (AMZN) | 5.5 | $32M | 17k | 1893.65 | |
| Nomad Foods (NOMD) | 5.3 | $31M | 1.5M | 21.36 | |
| Stitch Fix (SFIX) | 4.4 | $26M | 811k | 31.99 | |
| Simply Good Foods (SMPL) | 4.4 | $26M | 1.1M | 24.08 | |
| Dolby Laboratories (DLB) | 4.2 | $25M | 385k | 64.60 | |
| Delta Air Lines (DAL) | 3.9 | $23M | 400k | 56.75 | |
| Dollar Tree (DLTR) | 3.7 | $22M | 200k | 107.39 | |
| Noodles & Co (NDLS) | 3.6 | $21M | 2.7M | 7.88 | |
| National Beverage (FIZZ) | 3.2 | $19M | 417k | 44.63 | |
| Ooma (OOMA) | 2.9 | $17M | 1.6M | 10.48 | |
| Pennsylvania R.E.I.T. | 2.8 | $16M | 2.5M | 6.50 | |
| Coty Inc Cl A (COTY) | 2.7 | $16M | 1.2M | 13.40 | |
| Del Taco Restaurants | 2.5 | $15M | 1.2M | 12.82 | |
| Spirit AeroSystems Holdings (SPR) | 2.5 | $15M | 181k | 81.37 | |
| Interactive Brokers (IBKR) | 2.3 | $14M | 250k | 54.20 | |
| Carvana Co cl a (CVNA) | 2.3 | $14M | 215k | 62.59 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.0 | $12M | 250k | 46.39 | |
| Dave & Buster's Entertainmnt (PLAY) | 1.8 | $11M | 261k | 40.47 | |
| Washington Prime Group | 1.6 | $9.6M | 2.5M | 3.82 | |
| Slack Technologies | 1.6 | $9.4M | 250k | 37.50 |
