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News + Filings
Transactions
Holdings

Woodson Capital Management, LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
RYANAIR HOLDINGS PLC RYAAYSPONSORED ADS360,00031,75039,816,000,0008,865,307,0006.01  Hist 06/30/2023
DECKERS OUTDOOR CORP DECKCommon72,000-41,00037,991,520,000-12,807,630,0005.740.28 Hist 06/30/2023
Mister Car Wash, Inc. MCWStock3,860,000720,00037,249,000,00010,182,200,0005.631.26 Hist 06/30/2023
SUNCOR ENERGY INC SUCOMMON1,150,000033,718,000,000-1,989,500,0005.09  Hist 06/30/2023
Topgolf Callaway Brands Corp. ELYCommon1,620,000160,00032,157,000,000591,800,0004.86  Hist 06/30/2023
Invitation Homes Inc. INVHCOM930,000-320,00031,992,000,000-7,045,500,0004.830.15 Hist 06/30/2023
Alphabet Inc. GOOGLCOM260,00043,00031,122,000,0008,612,590,0004.70  Hist 06/30/2023
CENOVUS ENERGY INC. CVECALL1,597,800027,130,644,000-766,944,0004.10  Hist 06/30/2023
Builders FirstSource, Inc. BLDRCommon170,000-200,00023,120,000,000-9,728,600,0003.490.12 Hist 06/30/2023
Madison Square Garden Sports Corp. MSGCL A105,00028,00019,745,250,0004,741,800,0002.98  Hist 06/30/2023
Uber Technologies, Inc UBERCommon Stock450,000450,00019,426,500,00019,426,500,0002.93  Hist 06/30/2023
Green Brick Partners, Inc. GRBKCOM325,000-225,00018,460,000,000-823,000,0002.790.71 Hist 06/30/2023
VAIL RESORTS INC MTNCommon70,000-21,00017,623,200,000-3,641,680,0002.660.18 Hist 06/30/2023
AMAZON COM INC AMZNCommon134,420134,42017,522,991,00017,522,991,0002.65  Hist 06/30/2023
Funko, Inc. FNKOCOM CL A1,580,000-920,00017,095,600,000-6,479,400,0002.58  Hist 06/30/2023
SUNCOR ENERGY INC SUCOM520,000015,246,400,000-899,600,0002.30  Hist 06/30/2023
VANECK VECTORS ETF TR GOLD MINERS GDXSTOCK500,000-175,00015,055,000,000-6,781,250,0002.27  Hist 06/30/2023
HORTON D R INC /DE/ DHICommon122,000-96,00014,846,180,000-6,450,240,0002.240.04 Hist 06/30/2023
CENOVUS ENERGY INC. CVECommon869,000014,755,620,000-417,120,0002.23  Hist 06/30/2023
FREEPORT-MCMORAN INC FCXCommon350,00050,00014,000,000,0001,727,000,0002.11  Hist 06/30/2023
European Wax Center, Inc. EWCZCOM699,200499,68013,026,096,0009,235,216,0001.971.11 Hist 06/30/2023
TheRealReal, Inc. REALCOM4,900,0001,100,00010,878,000,0006,090,000,0001.644.89 Hist 06/30/2023
UNITED RENTALS, INC. URICommon23,63023,63010,524,093,00010,524,093,0001.590.03 Hist 06/30/2023
DEVON ENERGY CORP/DE DVNCommon212,00042,70010,248,080,0001,679,807,0001.550.03 Hist 06/30/2023
Conyers Park III Acquisition Corp. CPAACOM1,000,000010,210,000,00001.542.24 Hist 06/30/2023
TECK RESOURCES LTD TCKCommon240,000-60,00010,104,000,000-846,000,0001.53  Hist 06/30/2023
Hudbay Minerals Inc. HBMCOMMON2,100,000231,00010,080,000,000267,750,0001.52  Hist 06/30/2023
WILLIAMS SONOMA INC WSMCommon80,00080,00010,011,200,00010,011,200,0001.510.12 Hist 06/30/2023
Diamondback Energy, Inc. FANGCOM76,0001,0009,983,360,000-154,390,0001.510.04 Hist 06/30/2023
EOG RESOURCES INC EOGCommon85,000-7709,727,400,000-104,415,0001.470.01 Hist 06/30/2023
PIONEER NATURAL RESOURCES CO PXDCommon46,0001,0009,530,280,000339,480,0001.440.02 Hist 06/30/2023
US Foods Holding Corp. USFDCommon200,000200,0008,800,000,0008,800,000,0001.330.09 Hist 06/30/2023
Liberty Energy Inc. LBRTCommon600,00075,0008,022,000,0001,296,750,0001.21  Hist 06/30/2023
BOSTON BEER CO INC SAMCommon26,00026,0008,019,440,0008,019,440,0001.21  Hist 06/30/2023
Meritage Homes CORP MTHCommon56,000-12,0007,967,120,00027,440,0001.200.15 Hist 06/30/2023
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