Woodson Capital Management as of Sept. 30, 2022
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 38 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Funko Com Cl A (FNKO) | 10.3 | $64M | 3.2M | 20.22 | |
| Deckers Outdoor Corporation (DECK) | 8.2 | $52M | 165k | 312.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $39M | 410k | 95.65 | |
| Suncor Energy (SU) | 5.8 | $37M | 1.3M | 28.15 | |
| Mister Car Wash (MCW) | 5.2 | $32M | 3.8M | 8.58 | |
| Builders FirstSource (BLDR) | 5.0 | $31M | 530k | 58.92 | |
| Invitation Homes (INVH) | 4.6 | $29M | 850k | 33.77 | |
| D.R. Horton (DHI) | 4.5 | $28M | 420k | 67.35 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 4.5 | $28M | 482k | 58.42 | |
| Peloton Interactive Cl A Com Call Option (PTON) | 4.4 | $28M | 4.0M | 6.93 | |
| Vail Resorts (MTN) | 4.1 | $25M | 118k | 215.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.1 | $19M | 125k | 154.67 | |
| Ooma (OOMA) | 2.6 | $16M | 1.3M | 12.30 | |
| Zillow Group Cl C Cap Stk (Z) | 2.5 | $15M | 540k | 28.61 | |
| American Homes 4 Rent Cl A (AMH) | 2.4 | $15M | 460k | 32.81 | |
| Callaway Golf Company (MODG) | 2.1 | $13M | 680k | 19.26 | |
| Noodles & Co Com Cl A (NDLS) | 2.0 | $13M | 2.7M | 4.70 | |
| Skyline Corporation (SKY) | 1.9 | $12M | 230k | 52.87 | |
| Floor & Decor Hldgs Cl A (FND) | 1.9 | $12M | 173k | 70.26 | |
| Crocs (CROX) | 1.8 | $11M | 165k | 68.66 | |
| Conyers Park Iii Acqsitn Cor Class A Com | 1.6 | $9.7M | 1.0M | 9.72 | |
| Green Brick Partners (GRBK) | 1.5 | $9.4M | 440k | 21.38 | |
| Ishares Silver Tr Ishares (SLV) | 1.5 | $9.1M | 520k | 17.50 | |
| Container Store (TCS) | 1.3 | $8.1M | 1.7M | 4.90 | |
| Cenovus Energy (CVE) | 1.3 | $8.0M | 522k | 15.37 | |
| Rh (RH) | 1.3 | $7.9M | 32k | 246.06 | |
| Meritage Homes Corporation (MTH) | 1.1 | $7.0M | 100k | 70.27 | |
| Century Communities (CCS) | 1.0 | $6.4M | 150k | 42.78 | |
| Devon Energy Corporation (DVN) | 1.0 | $6.0M | 100k | 60.13 | |
| Pioneer Natural Resources | 0.9 | $5.8M | 27k | 216.52 | |
| Hovnanian Enterprises Cl A New (HOV) | 0.9 | $5.8M | 163k | 35.70 | |
| EOG Resources (EOG) | 0.9 | $5.6M | 50k | 111.74 | |
| Diamondback Energy (FANG) | 0.9 | $5.5M | 46k | 120.46 | |
| Block Cl A (SQ) | 0.9 | $5.3M | 97k | 54.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | 20k | 96.15 | |
| European Wax Ctr Class A Com (EWCZ) | 0.3 | $1.8M | 100k | 18.45 | |
| Beazer Homes Usa Com New (BZH) | 0.2 | $1.4M | 144k | 9.67 | |
| Conyers Park Iii Acqsitn Cor *w Exp 08/12/202 | 0.0 | $100k | 500k | 0.20 |
