Woodson Capital Management, LP [Rocket]

Holdings

Woodson Capital Management, LP

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
RYANAIR HOLDINGS PLC	RYAAY	SPONSORED ADS	360,000	31,750	39,816,000,000	8,865,307,000	6.01		Hist	06/30/2023
DECKERS OUTDOOR CORP	DECK	Common	72,000	-41,000	37,991,520,000	-12,807,630,000	5.74	0.28	Hist	06/30/2023
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
SUNCOR ENERGY INC	SU	COMMON	1,150,000	0	33,718,000,000	-1,989,500,000	5.09		Hist	06/30/2023
Topgolf Callaway Brands Corp.	ELY	Common	1,620,000	160,000	32,157,000,000	591,800,000	4.86		Hist	06/30/2023
Invitation Homes Inc.	INVH	COM	930,000	-320,000	31,992,000,000	-7,045,500,000	4.83	0.15	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	260,000	43,000	31,122,000,000	8,612,590,000	4.70		Hist	06/30/2023
CENOVUS ENERGY INC.	CVE	CALL	1,597,800	0	27,130,644,000	-766,944,000	4.10		Hist	06/30/2023
Builders FirstSource, Inc.	BLDR	Common	170,000	-200,000	23,120,000,000	-9,728,600,000	3.49	0.12	Hist	06/30/2023
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
Uber Technologies, Inc	UBER	Common Stock	450,000	450,000	19,426,500,000	19,426,500,000	2.93		Hist	06/30/2023
Green Brick Partners, Inc.	GRBK	COM	325,000	-225,000	18,460,000,000	-823,000,000	2.79	0.71	Hist	06/30/2023
VAIL RESORTS INC	MTN	Common	70,000	-21,000	17,623,200,000	-3,641,680,000	2.66	0.18	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	134,420	134,420	17,522,991,000	17,522,991,000	2.65		Hist	06/30/2023
Funko, Inc.	FNKO	COM CL A	1,580,000	-920,000	17,095,600,000	-6,479,400,000	2.58		Hist	06/30/2023
SUNCOR ENERGY INC	SU	COM	520,000	0	15,246,400,000	-899,600,000	2.30		Hist	06/30/2023
VANECK VECTORS ETF TR GOLD MINERS	GDX	STOCK	500,000	-175,000	15,055,000,000	-6,781,250,000	2.27		Hist	06/30/2023
HORTON D R INC /DE/	DHI	Common	122,000	-96,000	14,846,180,000	-6,450,240,000	2.24	0.04	Hist	06/30/2023
CENOVUS ENERGY INC.	CVE	Common	869,000	0	14,755,620,000	-417,120,000	2.23		Hist	06/30/2023
FREEPORT-MCMORAN INC	FCX	Common	350,000	50,000	14,000,000,000	1,727,000,000	2.11		Hist	06/30/2023
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
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
UNITED RENTALS, INC.	URI	Common	23,630	23,630	10,524,093,000	10,524,093,000	1.59	0.03	Hist	06/30/2023
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
Conyers Park III Acquisition Corp.	CPAA	COM	1,000,000	0	10,210,000,000	0	1.54	2.24	Hist	06/30/2023
TECK RESOURCES LTD	TCK	Common	240,000	-60,000	10,104,000,000	-846,000,000	1.53		Hist	06/30/2023
Hudbay Minerals Inc.	HBM	COMMON	2,100,000	231,000	10,080,000,000	267,750,000	1.52		Hist	06/30/2023
WILLIAMS SONOMA INC	WSM	Common	80,000	80,000	10,011,200,000	10,011,200,000	1.51	0.12	Hist	06/30/2023
Diamondback Energy, Inc.	FANG	COM	76,000	1,000	9,983,360,000	-154,390,000	1.51	0.04	Hist	06/30/2023
EOG RESOURCES INC	EOG	Common	85,000	-770	9,727,400,000	-104,415,000	1.47	0.01	Hist	06/30/2023
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
US Foods Holding Corp.	USFD	Common	200,000	200,000	8,800,000,000	8,800,000,000	1.33	0.09	Hist	06/30/2023
Liberty Energy Inc.	LBRT	Common	600,000	75,000	8,022,000,000	1,296,750,000	1.21		Hist	06/30/2023
BOSTON BEER CO INC	SAM	Common	26,000	26,000	8,019,440,000	8,019,440,000	1.21		Hist	06/30/2023
Meritage Homes CORP	MTH	Common	56,000	-12,000	7,967,120,000	27,440,000	1.20	0.15	Hist	06/30/2023
<< Prev Next >>