Woodson Capital Management as of Dec. 31, 2020
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 26 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peloton Interactive Cl A Com (PTON) | 31.1 | $479M | 3.2M | 151.72 | |
| Realreal (REAL) | 7.1 | $109M | 5.6M | 19.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 6.6 | $102M | 570k | 178.36 | |
| Purple Innovatio (PRPL) | 4.9 | $76M | 2.3M | 32.94 | |
| Deckers Outdoor Corporation (DECK) | 4.8 | $75M | 260k | 286.78 | |
| Invitation Homes (INVH) | 4.3 | $67M | 2.3M | 29.70 | |
| Rh (RH) | 4.2 | $65M | 145k | 447.52 | |
| Sea Sponsord Ads (SE) | 4.1 | $63M | 315k | 199.05 | |
| Crocs (CROX) | 3.8 | $59M | 941k | 62.66 | |
| Leslies (LESL) | 3.2 | $50M | 1.8M | 27.75 | |
| Callaway Golf Company (MODG) | 2.8 | $43M | 1.8M | 24.01 | |
| Advantage Solutions Com Cl A (ADV) | 2.7 | $42M | 3.2M | 13.17 | |
| Container Store (TCS) | 2.0 | $31M | 3.2M | 9.54 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 2.0 | $30M | 275k | 109.98 | |
| Noodles & Co Com Cl A (NDLS) | 2.0 | $30M | 3.8M | 7.90 | |
| Ooma (OOMA) | 1.7 | $27M | 1.9M | 14.40 | |
| Amazon (AMZN) | 1.7 | $26M | 8.0k | 3256.88 | |
| Funko Com Cl A (FNKO) | 1.7 | $25M | 2.5M | 10.38 | |
| Dick's Sporting Goods (DKS) | 1.5 | $24M | 420k | 56.21 | |
| Acamar Partners Acqsition Cl A | 1.5 | $22M | 2.0M | 11.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $21M | 12k | 1752.67 | |
| Sonos (SONO) | 1.3 | $20M | 860k | 23.39 | |
| Facebook Cl A (META) | 1.2 | $19M | 69k | 273.16 | |
| Apple (AAPL) | 1.2 | $18M | 138k | 132.69 | |
| Airbnb Com Cl A (ABNB) | 1.0 | $16M | 110k | 146.80 | |
| Advantage Solutions *w Exp 07/18/202 (ADVWW) | 0.2 | $2.4M | 859k | 2.83 |
