Woodson Capital Management as of Dec. 31, 2019
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peloton Interactive Inc cl a (PTON) | 14.1 | $93M | 3.3M | 28.40 | |
| Crocs (CROX) | 8.3 | $55M | 1.3M | 41.89 | |
| Deckers Outdoor Corporation (DECK) | 7.0 | $46M | 273k | 168.86 | |
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $39M | 29k | 1339.38 | |
| Delta Air Lines (DAL) | 5.9 | $39M | 660k | 58.48 | |
| Simply Good Foods (SMPL) | 5.6 | $37M | 1.3M | 28.54 | |
| Nomad Foods (NOMD) | 5.4 | $36M | 1.6M | 22.37 | |
| Cargurus (CARG) | 5.1 | $33M | 950k | 35.18 | |
| Conyers Pk Ii co unit | 5.0 | $33M | 3.0M | 10.88 | |
| Amazon (AMZN) | 4.8 | $31M | 17k | 1847.82 | |
| Facebook Inc cl a (META) | 4.7 | $31M | 150k | 205.25 | |
| Ryanair Holdings (RYAAY) | 4.5 | $30M | 340k | 87.61 | |
| Dolby Laboratories (DLB) | 4.4 | $29M | 425k | 68.80 | |
| Ooma (OOMA) | 3.2 | $21M | 1.6M | 13.23 | |
| Noodles & Co (NDLS) | 2.8 | $19M | 3.4M | 5.54 | |
| Funko (FNKO) | 2.7 | $18M | 1.1M | 17.16 | |
| Vera Bradley (VRA) | 1.8 | $12M | 1.0M | 11.80 | |
| Dollar Tree (DLTR) | 1.6 | $10M | 110k | 94.05 | |
| Spirit AeroSystems Holdings (SPR) | 1.6 | $10M | 140k | 72.88 | |
| Purple Innovatio (PRPL) | 1.4 | $8.9M | 1.0M | 8.71 | |
| Mosaic Acquisition Corp | 1.2 | $8.2M | 800k | 10.28 | |
| L Brands | 1.2 | $7.7M | 427k | 18.12 | |
| Chewy Inc cl a (CHWY) | 1.1 | $7.3M | 250k | 29.00 | |
| Brookfield Ppty Partners L P unit ltd partn | 0.9 | $5.7M | 312k | 18.28 | |
| Pennsylvania R.E.I.T. | 0.0 | $136k | 26k | 5.31 |
