Woodson Capital Management

Woodson Capital Management as of March 31, 2022

Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Peloton Interactive Cl A Com Call Option (PTON) 12.1 $101M 3.8M 26.42
Suncor Energy (SU) 11.0 $92M 2.8M 32.59
Funko Com Cl A (FNKO) 8.3 $69M 4.0M 17.25
Deckers Outdoor Corporation (DECK) 6.2 $52M 191k 273.77
Invitation Homes (INVH) 5.4 $45M 1.1M 40.18
Mister Car Wash (MCW) 5.1 $43M 2.9M 14.79
Zillow Group Cl C Cap Stk Call Option (Z) 4.9 $41M 830k 49.29
Alphabet Cap Stk Cl A (GOOGL) 4.8 $40M 15k 2781.38
Builders FirstSource (BLDR) 4.6 $39M 600k 64.54
Container Store (TCS) 2.8 $23M 2.8M 8.17
Ooma (OOMA) 2.5 $21M 1.4M 14.99
Callaway Golf Company (MODG) 2.2 $19M 800k 23.42
Noodles & Co Com Cl A (NDLS) 2.2 $19M 3.1M 5.97
Spdr Gold Tr Gold Shs (GLD) 2.2 $18M 100k 180.65
American Homes 4 Rent Cl A (AMH) 2.2 $18M 450k 40.03
Leslies (LESL) 2.0 $17M 850k 19.36
Ishares Silver Tr Ishares (SLV) 1.8 $15M 660k 22.88
Vail Resorts (MTN) 1.8 $15M 57k 260.26
Dave & Buster's Entertainmnt (PLAY) 1.8 $15M 300k 49.10
EOG Resources (EOG) 1.7 $14M 120k 119.23
Diamondback Energy (FANG) 1.6 $14M 100k 137.08
European Wax Ctr Class A Com (EWCZ) 1.6 $13M 450k 29.56
Brinker International (EAT) 1.6 $13M 347k 38.16
Pioneer Natural Resources (PXD) 1.4 $12M 48k 250.02
Devon Energy Corporation (DVN) 1.4 $12M 200k 59.13
Olaplex Hldgs (OLPX) 1.2 $10M 666k 15.63
Bowlero Corp Cl A Com (BOWL) 1.2 $10M 960k 10.65
D.R. Horton (DHI) 1.2 $9.9M 133k 74.51
Conyers Park Iii Acqsitn Cor Class A Com 1.2 $9.8M 1.0M 9.75
Designer Brands Cl A (DBI) 1.2 $9.7M 720k 13.51
Ryanair Holdings Sponsored Ads (RYAAY) 0.7 $6.1M 70k 87.11
Conyers Park Iii Acqsitn Cor *w Exp 08/12/202 0.0 $282k 500k 0.56