Woodson Capital Management as of March 31, 2020
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peloton Interactive Inc cl a (PTON) | 13.8 | $97M | 3.7M | 26.55 | |
| Amazon (AMZN) | 11.1 | $78M | 40k | 1949.72 | |
| Deckers Outdoor Corporation (DECK) | 9.2 | $65M | 486k | 134.00 | |
| 6.3 | $44M | 1.8M | 24.56 | ||
| Crocs (CROX) | 6.3 | $44M | 2.6M | 16.99 | |
| Conyers Pk Ii co unit | 4.5 | $32M | 3.0M | 10.60 | |
| Equinix (EQIX) | 4.4 | $31M | 50k | 624.58 | |
| Ryanair Holdings (RYAAY) | 4.4 | $31M | 585k | 53.09 | |
| Godaddy Inc cl a (GDDY) | 4.1 | $29M | 500k | 57.11 | |
| Dolby Laboratories (DLB) | 3.8 | $27M | 500k | 54.21 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.5 | $24M | 550k | 44.31 | |
| Cargurus (CARG) | 3.3 | $24M | 1.2M | 18.94 | |
| Carvana Co cl a (CVNA) | 3.1 | $22M | 400k | 55.09 | |
| Ooma (OOMA) | 3.1 | $22M | 1.8M | 11.93 | |
| Invitation Homes (INVH) | 3.0 | $21M | 1.0M | 21.37 | |
| Vail Resorts (MTN) | 2.4 | $17M | 115k | 147.71 | |
| Noodles & Co (NDLS) | 2.3 | $17M | 3.5M | 4.71 | |
| Realreal (REAL) | 2.1 | $15M | 2.1M | 7.01 | |
| Purple Innovatio (PRPL) | 1.9 | $13M | 2.3M | 5.68 | |
| Nike (NKE) | 1.8 | $12M | 150k | 82.74 | |
| Coty Inc Cl A (COTY) | 1.8 | $12M | 2.4M | 5.16 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $12M | 10k | 1162.00 | |
| Funko (FNKO) | 1.0 | $7.2M | 1.8M | 3.99 | |
| Tapestry (TPR) | 0.7 | $5.2M | 400k | 12.95 | |
| Vera Bradley (VRA) | 0.3 | $2.1M | 500k | 4.12 | |
| L Brands | 0.0 | $309k | 27k | 11.57 | |
| Pennsylvania R.E.I.T. | 0.0 | $23k | 26k | 0.90 |
