Woodson Capital Management

Woodson Capital Management as of June 30, 2020

Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Peloton Interactive Cl A Com (PTON) 26.7 $347M 6.0M 57.77
Simon Property Put Option (SPG) 9.2 $120M 1.8M 68.38
Spdr Gold Tr Gold Shs (GLD) 7.7 $100M 596k 167.37
Realreal (REAL) 5.7 $74M 5.8M 12.79
Deckers Outdoor Corporation (DECK) 5.3 $69M 350k 196.39
Crocs (CROX) 5.2 $68M 1.9M 36.82
Invitation Homes (INVH) 4.7 $61M 2.2M 27.53
Purple Innovatio (PRPL) 3.7 $49M 2.7M 18.00
Amazon (AMZN) 2.7 $35M 13k 2758.80
Ryanair Holdings Sponsored Ads (RYAAY) 2.6 $33M 500k 66.34
Brookfield Asset Mgmt Cl A Ltd Vt Sh Put Option 2.5 $33M 1.0M 32.90
Conyers Pk Ii Acquisition Unit 99/99/9999 2.5 $32M 2.7M 12.00
Sea Sponsored Ads (SE) 2.5 $32M 300k 107.24
Ooma (OOMA) 2.3 $30M 1.8M 16.48
Carvana Cl A (CVNA) 2.1 $27M 225k 120.20
Hldgs Put Option (UAL) 1.8 $24M 680k 34.61
Noodles & Co Com Cl A (NDLS) 1.8 $23M 3.8M 6.05
Dolby Laboratories Com Cl A (DLB) 1.8 $23M 350k 65.87
Cargurus Com Cl A (CARG) 1.6 $20M 800k 25.35
Equinix (EQIX) 1.5 $19M 27k 702.30
Hilton Worldwide Holdings Put Option (HLT) 1.4 $19M 253k 73.45
Brookfield Property Partrs L Unit Ltd Partn Put Option 1.2 $15M 1.6M 9.89
Allegiant Travel Company (ALGT) 1.1 $14M 125k 109.21
Vail Resorts (MTN) 1.0 $13M 70k 182.16
Funko Com Cl A (FNKO) 1.0 $13M 2.2M 5.80
Twitter 0.6 $7.4M 250k 29.79
L Brands Put Option 0.0 $400k 27k 14.98
Casper Sleep 0.0 $277k 31k 8.99
Pennsylvania Real Estate Inv Sh Ben Int Put Option 0.0 $35k 26k 1.37