Woodson Capital Management as of Dec. 31, 2022
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deckers Outdoor Corporation (DECK) | 10.2 | $62M | 156k | 399.16 | |
| Suncor Energy Call Option (SU) | 7.9 | $48M | 1.5M | 31.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $41M | 462k | 88.23 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 6.3 | $38M | 513k | 74.76 | |
| Mister Car Wash (MCW) | 5.9 | $36M | 3.9M | 9.23 | |
| Tesla Motors Put Option (TSLA) | 5.9 | $36M | 290k | 123.18 | |
| D.R. Horton (DHI) | 5.9 | $36M | 400k | 89.14 | |
| Builders FirstSource (BLDR) | 4.9 | $30M | 460k | 64.88 | |
| Funko Com Cl A (FNKO) | 4.7 | $29M | 2.6M | 10.91 | |
| Cenovus Energy Call Option (CVE) | 4.6 | $28M | 1.4M | 19.41 | |
| Vail Resorts (MTN) | 4.4 | $27M | 111k | 238.35 | |
| Peloton Interactive Cl A Com Call Option (PTON) | 4.0 | $25M | 3.1M | 7.94 | |
| Invitation Homes (INVH) | 3.7 | $22M | 750k | 29.64 | |
| Callaway Golf Company (MODG) | 3.6 | $22M | 1.1M | 19.75 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.5 | $15M | 525k | 28.66 | |
| Green Brick Partners (GRBK) | 2.4 | $15M | 600k | 24.23 | |
| Ooma (OOMA) | 2.2 | $14M | 1.0M | 13.62 | |
| Noodles & Co Com Cl A (NDLS) | 2.2 | $13M | 2.4M | 5.49 | |
| Zoom Video Communications In Cl A (ZM) | 1.8 | $11M | 160k | 67.74 | |
| Conyers Park Iii Acqsitn Cor Class A Com | 1.6 | $9.9M | 1.0M | 9.90 | |
| Meritage Homes Corporation (MTH) | 1.4 | $8.3M | 90k | 92.20 | |
| EOG Resources (EOG) | 1.3 | $8.1M | 63k | 129.52 | |
| Diamondback Energy (FANG) | 1.3 | $7.6M | 56k | 136.78 | |
| Pioneer Natural Resources (PXD) | 1.2 | $7.5M | 33k | 228.39 | |
| Devon Energy Corporation (DVN) | 1.2 | $7.2M | 117k | 61.51 | |
| Block Cl A (SQ) | 0.9 | $5.3M | 85k | 62.84 | |
| Realreal (REAL) | 0.5 | $3.1M | 2.5M | 1.25 | |
| Hovnanian Enterprises Cl A New (HOV) | 0.5 | $2.8M | 66k | 42.08 | |
| European Wax Ctr Class A Com (EWCZ) | 0.3 | $1.8M | 146k | 12.45 | |
| Zillow Group Cl C Cap Stk Call Option (Z) | 0.2 | $1.3M | 41k | 32.21 | |
| Conyers Park Iii Acqsitn Cor *w Exp 08/12/202 | 0.0 | $75k | 500k | 0.15 |
