Woodson Capital Management as of March 31, 2021
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 25 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peloton Interactive Cl A Com (PTON) | 28.6 | $382M | 3.4M | 112.44 | |
| Spdr Gold Tr Gold Shs Call Option (GLD) | 7.8 | $104M | 650k | 159.96 | |
| Callaway Golf Company (MODG) | 6.0 | $80M | 3.0M | 26.75 | |
| Rh (RH) | 5.5 | $74M | 124k | 596.60 | |
| Deckers Outdoor Corporation (DECK) | 5.1 | $68M | 206k | 330.42 | |
| Container Store (TCS) | 5.1 | $68M | 4.1M | 16.64 | |
| Funko Com Cl A (FNKO) | 4.4 | $59M | 3.0M | 19.68 | |
| Invitation Homes (INVH) | 4.2 | $56M | 1.8M | 31.99 | |
| Crocs (CROX) | 3.6 | $48M | 597k | 80.45 | |
| Purple Innovatio (PRPL) | 2.8 | $37M | 1.2M | 31.65 | |
| Noodles & Co Com Cl A (NDLS) | 2.8 | $37M | 3.6M | 10.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $37M | 18k | 2062.50 | |
| Advantage Solutions Com Cl A (ADV) | 2.6 | $34M | 2.9M | 11.81 | |
| Realreal (REAL) | 2.5 | $34M | 1.5M | 22.63 | |
| Leslies (LESL) | 2.3 | $31M | 1.3M | 24.49 | |
| Ooma (OOMA) | 2.3 | $30M | 1.9M | 15.85 | |
| Sea Sponsord Ads (SE) | 2.0 | $27M | 120k | 223.23 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 1.9 | $26M | 225k | 115.00 | |
| At Home Group | 1.9 | $26M | 894k | 28.70 | |
| Vail Resorts (MTN) | 1.9 | $25M | 86k | 291.66 | |
| Driven Brands Hldgs (DRVN) | 1.3 | $18M | 689k | 25.42 | |
| Zillow Group Cl C Cap Stk (Z) | 1.3 | $17M | 130k | 129.64 | |
| Aspirational Consumer Life A | 1.1 | $15M | 1.5M | 10.01 | |
| Advantage Solutions *w Exp 07/18/202 (ADVWW) | 0.2 | $2.8M | 859k | 3.21 | |
| Aspirational Consumer Lifest *w Exp 09/19/202 | 0.0 | $504k | 356k | 1.42 |
