News + Filings Transactions Holdings
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Woodson Capital Management, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Mister Car Wash, Inc.
| MCW | Stock | 3,860,000 | 720,000 | 37,249,000,000 | 10,182,200,000 | 5.63 | 1.26 |
Hist
| 06/30/2023 |
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European Wax Center, Inc.
| EWCZ | COM | 699,200 | 499,680 | 13,026,096,000 | 9,235,216,000 | 1.97 | 1.11 |
Hist
| 06/30/2023 |
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RYANAIR HOLDINGS PLC
| RYAAY | SPONSORED ADS | 360,000 | 31,750 | 39,816,000,000 | 8,865,307,000 | 6.01 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 260,000 | 43,000 | 31,122,000,000 | 8,612,590,000 | 4.70 | |
Hist
| 06/30/2023 |
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TheRealReal, Inc.
| REAL | COM | 4,900,000 | 1,100,000 | 10,878,000,000 | 6,090,000,000 | 1.64 | 4.89 |
Hist
| 06/30/2023 |
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Madison Square Garden Sports Corp.
| MSG | CL A | 105,000 | 28,000 | 19,745,250,000 | 4,741,800,000 | 2.98 | |
Hist
| 06/30/2023 |
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HOVNANIAN ENTERPRISES INC
| HOV | CL A NEW | 59,000 | 347 | 5,853,390,000 | 1,874,370,000 | 0.88 | |
Hist
| 06/30/2023 |
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FREEPORT-MCMORAN INC
| FCX | Common | 350,000 | 50,000 | 14,000,000,000 | 1,727,000,000 | 2.11 | |
Hist
| 06/30/2023 |
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DEVON ENERGY CORP/DE
| DVN | Common | 212,000 | 42,700 | 10,248,080,000 | 1,679,807,000 | 1.55 | 0.03 |
Hist
| 06/30/2023 |
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Liberty Energy Inc.
| LBRT | Common | 600,000 | 75,000 | 8,022,000,000 | 1,296,750,000 | 1.21 | |
Hist
| 06/30/2023 |
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Topgolf Callaway Brands Corp.
| ELY | Common | 1,620,000 | 160,000 | 32,157,000,000 | 591,800,000 | 4.86 | |
Hist
| 06/30/2023 |
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PIONEER NATURAL RESOURCES CO
| PXD | Common | 46,000 | 1,000 | 9,530,280,000 | 339,480,000 | 1.44 | 0.02 |
Hist
| 06/30/2023 |
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Hudbay Minerals Inc.
| HBM | COMMON | 2,100,000 | 231,000 | 10,080,000,000 | 267,750,000 | 1.52 | |
Hist
| 06/30/2023 |
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Diamondback Energy, Inc.
| FANG | COM | 76,000 | 1,000 | 9,983,360,000 | -154,390,000 | 1.51 | 0.04 |
Hist
| 06/30/2023 |
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NOV Inc.
| NOV | Common Stock | 470,000 | 35,000 | 7,538,800,000 | -513,050,000 | 1.14 | 0.12 |
Hist
| 06/30/2023 |
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