Woodson Capital Management as of June 30, 2022
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 41 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Funko Com Cl A (FNKO) | 12.0 | $86M | 3.9M | 22.32 | |
| Deckers Outdoor Corporation (DECK) | 9.2 | $66M | 260k | 255.35 | |
| Suncor Energy (SU) | 5.7 | $41M | 1.2M | 35.07 | |
| Mister Car Wash (MCW) | 5.4 | $39M | 3.6M | 10.88 | |
| Builders FirstSource (BLDR) | 5.3 | $38M | 714k | 53.70 | |
| D.R. Horton (DHI) | 4.9 | $36M | 540k | 66.19 | |
| Peloton Interactive Cl A Com Call Option (PTON) | 4.8 | $35M | 3.8M | 9.18 | |
| Invitation Homes (INVH) | 4.4 | $32M | 900k | 35.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $31M | 14k | 2179.29 | |
| Zillow Group Cl C Cap Stk (Z) | 3.0 | $22M | 690k | 31.75 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.9 | $21M | 125k | 168.46 | |
| American Homes 4 Rent Cl A (AMH) | 2.5 | $18M | 510k | 35.44 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 2.4 | $17M | 259k | 67.25 | |
| Vail Resorts (MTN) | 2.3 | $17M | 78k | 218.06 | |
| Ooma (OOMA) | 2.3 | $17M | 1.4M | 11.84 | |
| Container Store (TCS) | 2.2 | $16M | 2.5M | 6.23 | |
| Noodles & Co Com Cl A (NDLS) | 2.0 | $14M | 3.0M | 4.70 | |
| Ishares Silver Tr Ishares (SLV) | 1.8 | $13M | 710k | 18.64 | |
| Ross Stores (ROST) | 1.8 | $13M | 181k | 70.23 | |
| Callaway Golf Company (MODG) | 1.7 | $12M | 600k | 20.40 | |
| Crocs (CROX) | 1.6 | $12M | 243k | 48.67 | |
| Green Brick Partners (GRBK) | 1.4 | $9.8M | 500k | 19.57 | |
| Conyers Park Iii Acqsitn Cor Class A Com | 1.3 | $9.7M | 1.0M | 9.71 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.2 | $9.0M | 310k | 28.97 | |
| Skyline Corporation (SKY) | 1.1 | $8.3M | 175k | 47.42 | |
| Floor & Decor Hldgs Cl A (FND) | 1.1 | $8.2M | 130k | 62.96 | |
| Century Communities (CCS) | 1.1 | $7.6M | 170k | 44.97 | |
| Meritage Homes Corporation (MTH) | 1.0 | $7.3M | 100k | 72.50 | |
| Hovnanian Enterprises Cl A New (HOV) | 1.0 | $7.0M | 163k | 42.79 | |
| Cenovus Energy (CVE) | 1.0 | $7.0M | 367k | 19.01 | |
| Designer Brands Cl A (DBI) | 1.0 | $6.9M | 530k | 13.06 | |
| Leslies (LESL) | 0.8 | $6.1M | 400k | 15.18 | |
| Pioneer Natural Resources | 0.8 | $6.0M | 27k | 223.07 | |
| Block Cl A (SQ) | 0.8 | $5.8M | 94k | 61.46 | |
| Diamondback Energy (FANG) | 0.8 | $5.6M | 46k | 121.15 | |
| EOG Resources (EOG) | 0.8 | $5.5M | 50k | 110.44 | |
| Devon Energy Corporation (DVN) | 0.8 | $5.5M | 100k | 55.11 | |
| Bowlero Corp Cl A Com (BOWL) | 0.7 | $5.3M | 500k | 10.59 | |
| Beazer Homes Usa Com New (BZH) | 0.5 | $3.3M | 270k | 12.07 | |
| European Wax Ctr Class A Com (EWCZ) | 0.2 | $1.8M | 100k | 17.62 | |
| Conyers Park Iii Acqsitn Cor *w Exp 08/12/202 | 0.0 | $145k | 500k | 0.29 |
