Woodson Capital Management as of March 31, 2017
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 24 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Dow Jones US Real Estate (IYR) | 8.6 | $11M | 134k | 78.49 | |
| Ooma (OOMA) | 7.6 | $9.3M | 935k | 9.95 | |
| Amazon (AMZN) | 7.2 | $8.8M | 10k | 886.53 | |
| Interactive Brokers (IBKR) | 6.3 | $7.7M | 222k | 34.72 | |
| Dolby Laboratories (DLB) | 6.0 | $7.4M | 141k | 52.41 | |
| Box Inc cl a (BOX) | 5.7 | $7.0M | 427k | 16.31 | |
| Etsy (ETSY) | 5.6 | $6.9M | 653k | 10.63 | |
| Commscope Hldg (COMM) | 5.2 | $6.4M | 153k | 41.71 | |
| Casey's General Stores (CASY) | 5.0 | $6.2M | 55k | 112.25 | |
| Simpson Manufacturing (SSD) | 5.0 | $6.2M | 143k | 43.09 | |
| Realogy Hldgs (HOUS) | 4.6 | $5.7M | 191k | 29.79 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $5.0M | 6.0k | 830.00 | |
| Dollar Tree (DLTR) | 4.1 | $5.0M | 64k | 78.46 | |
| Best Buy (BBY) | 3.7 | $4.6M | 93k | 49.15 | |
| Ryanair Holdings (RYAAY) | 3.7 | $4.5M | 55k | 82.97 | |
| Bojangles | 3.0 | $3.7M | 182k | 20.50 | |
| Delta Air Lines (DAL) | 3.0 | $3.7M | 81k | 45.96 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $3.6M | 4.2k | 847.75 | |
| Jd (JD) | 2.5 | $3.1M | 100k | 31.11 | |
| Dick's Sporting Goods (DKS) | 2.2 | $2.7M | 55k | 48.67 | |
| Rh (RH) | 1.7 | $2.1M | 46k | 46.26 | |
| Dillard's (DDS) | 1.7 | $2.1M | 40k | 52.25 | |
| Grubhub | 0.4 | $493k | 15k | 32.87 | |
| Madison Square Garden Cl A (MSGS) | 0.3 | $326k | 1.6k | 200.00 |
