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Woodson Capital Management, LP

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
DECKERS OUTDOOR CORP DECKCommon72,000-41,00037,991,520,000-12,807,630,0005.740.28 Hist 06/30/2023
Builders FirstSource, Inc. BLDRCommon170,000-200,00023,120,000,000-9,728,600,0003.490.12 Hist 06/30/2023
PELOTON INTERACTIVE, INC. PTONCommon550,000-650,0004,229,500,000-9,378,500,0000.64  Hist 06/30/2023
Invitation Homes Inc. INVHCOM930,000-320,00031,992,000,000-7,045,500,0004.830.15 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
Funko, Inc. FNKOCOM CL A1,580,000-920,00017,095,600,000-6,479,400,0002.58  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
Block, Inc. SQCommon19,000-70,0001,264,830,000-4,845,020,0000.19  Hist 06/30/2023
VAIL RESORTS INC MTNCommon70,000-21,00017,623,200,000-3,641,680,0002.660.18 Hist 06/30/2023
TECK RESOURCES LTD TCKCommon240,000-60,00010,104,000,000-846,000,0001.53  Hist 06/30/2023
Green Brick Partners, Inc. GRBKCOM325,000-225,00018,460,000,000-823,000,0002.790.71 Hist 06/30/2023
EOG RESOURCES INC EOGCommon85,000-7709,727,400,000-104,415,0001.470.01 Hist 06/30/2023
Meritage Homes CORP MTHCommon56,000-12,0007,967,120,00027,440,0001.200.15 Hist 06/30/2023
Sweetgreen, Inc. SGCommon540,000-160,0006,922,800,0001,434,800,0001.05  Hist 06/30/2023
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