Woodson Capital Management as of Sept. 30, 2019
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crocs (CROX) | 12.9 | $83M | 3.0M | 27.76 | |
| Peloton Interactive Inc cl a (PTON) | 8.0 | $51M | 2.0M | 25.10 | |
| Ryanair Holdings (RYAAY) | 7.2 | $46M | 697k | 66.38 | |
| Cargurus (CARG) | 6.5 | $42M | 1.4M | 30.95 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $37M | 30k | 1221.13 | |
| Nomad Foods (NOMD) | 5.1 | $33M | 1.6M | 20.50 | |
| Dolby Laboratories (DLB) | 5.0 | $32M | 500k | 64.64 | |
| Conyers Pk Ii co unit | 5.0 | $32M | 3.0M | 10.65 | |
| Simply Good Foods (SMPL) | 4.7 | $30M | 1.0M | 28.99 | |
| National Beverage (FIZZ) | 3.5 | $22M | 500k | 44.36 | |
| Spirit AeroSystems Holdings (SPR) | 3.2 | $21M | 250k | 82.24 | |
| Delta Air Lines (DAL) | 3.0 | $20M | 340k | 57.60 | |
| Funko (FNKO) | 2.9 | $19M | 900k | 20.58 | |
| Noodles & Co (NDLS) | 2.8 | $18M | 3.2M | 5.66 | |
| Dollar Tree (DLTR) | 2.7 | $18M | 153k | 114.16 | |
| Ooma (OOMA) | 2.5 | $16M | 1.6M | 10.40 | |
| Slack Technologies | 2.2 | $15M | 610k | 23.73 | |
| Pennsylvania R.E.I.T. | 2.2 | $14M | 2.5M | 5.72 | |
| Brookfield Ppty Partners L P unit ltd partn | 2.2 | $14M | 696k | 20.30 | |
| Vera Bradley (VRA) | 1.9 | $12M | 1.2M | 10.10 | |
| Bed Bath & Beyond | 1.6 | $11M | 1.0M | 10.64 | |
| Revolve Group Inc cl a (RVLV) | 1.6 | $11M | 451k | 23.37 | |
| Washington Prime Group | 1.6 | $10M | 2.5M | 4.14 | |
| Mosaic Acquisition Corp | 1.4 | $9.3M | 900k | 10.33 | |
| Amazon (AMZN) | 1.4 | $8.7M | 5.0k | 1736.00 | |
| L Brands | 1.3 | $8.4M | 427k | 19.59 | |
| Del Taco Restaurants | 0.9 | $6.1M | 600k | 10.22 | |
| Kohl's Corporation (KSS) | 0.8 | $5.0M | 100k | 49.66 |
