13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001066
Total Value
$609.0M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DECKERS OUTDOOR CORP | DECK | 156,000 | $62.3M | 10.23% |
| 2 | ALPHABET INC | GOOG | 462,000 | $40.8M | 6.69% |
| 3 | RYANAIR HOLDINGS PLC | RYAOF | 513,000 | $38.4M | 6.30% |
| 4 | SUNCOR ENERGY INC NEW | SU | 1,150,000 | $36.5M | 5.99% |
| 5 | MISTER CAR WASH INC | MCW | 3,900,000 | $36.0M | 5.91% |
| 6 | TESLA INC | TSLA | 290,000 | $35.7M | 5.87% |
| 7 | D R HORTON INC | 23331A109 | 400,000 | $35.7M | 5.86% |
| 8 | BUILDERS FIRSTSOURCE INC | BLDR | 460,000 | $29.8M | 4.90% |
| 9 | FUNKO INC | FNKO | 2,631,947 | $28.7M | 4.72% |
| 10 | VAIL RESORTS INC | MTN | 111,400 | $26.6M | 4.36% |
| 11 | INVITATION HOMES INC | INVH | 750,000 | $22.2M | 3.65% |
| 12 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,100,000 | $21.7M | 3.57% |
| 13 | CENOVUS ENERGY INC | CVE | 892,800 | $17.3M | 2.85% |
| 14 | PELOTON INTERACTIVE INC | PTON | 1,962,700 | $15.6M | 2.56% |
| 15 | VANECK ETF TRUST | 92189F106 | 525,000 | $15.0M | 2.47% |
| 16 | GREEN BRICK PARTNERS INC | GRBK-PA | 600,000 | $14.5M | 2.39% |
| 17 | OOMA INC | OOMA | 1,000,000 | $13.6M | 2.24% |
| 18 | NOODLES & CO | NDLS | 2,428,000 | $13.3M | 2.19% |
| 19 | SUNCOR ENERGY INC NEW | SU | 373,500 | $11.9M | 1.95% |
| 20 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 160,000 | $10.8M | 1.78% |
| 21 | CENOVUS ENERGY INC | CVE | 538,500 | $10.5M | 1.72% |
| 22 | CONYERS PARK III ACQSITN COR | 21289P102 | 1,000,000 | $9.9M | 1.63% |
| 23 | PELOTON INTERACTIVE INC | PTON | 1,133,400 | $9.0M | 1.48% |
| 24 | MERITAGE HOMES CORP | MTH | 90,000 | $8.3M | 1.36% |
| 25 | EOG RES INC | EOG | 62,900 | $8.1M | 1.34% |
| 26 | DIAMONDBACK ENERGY INC | FANG | 55,730 | $7.6M | 1.25% |
| 27 | PIONEER NAT RES CO | 723787107 | 32,650 | $7.5M | 1.22% |
| 28 | DEVON ENERGY CORP NEW | 25179M103 | 117,100 | $7.2M | 1.18% |
| 29 | BLOCK INC | BSQKZ | 85,000 | $5.3M | 0.88% |
| 30 | THE REALREAL INC | 88339P101 | 2,500,000 | $3.1M | 0.51% |
| 31 | HOVNANIAN ENTERPRISES INC | HOVVB | 66,000 | $2.8M | 0.46% |
| 32 | EUROPEAN WAX CTR INC | 29882P106 | 145,725 | $1.8M | 0.30% |
| 33 | ZILLOW GROUP INC | Z | 40,700 | $1.3M | 0.22% |
| 34 | CONYERS PARK III ACQSITN COR | 21289P110 | 500,000 | $74,500 | 0.01% |