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| Name: |
Woodson Capital Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10178 |
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data |
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| Holdings
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23 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RYAAY |
Ryanair Holdings Plc (ADR) |
1 |
- |
$131.60 |
$46,676,000 |
350,000 |
10.85% |
10,135,000 |
-25,898 |
0.156 |
Regional Airlines |
|
|
INVH |
Invitation Homes Inc. |
4 |
- |
$34.70 |
$21,148,000 |
620,000 |
4.91% |
-2,303,000 |
-120,000 |
0.101 |
N/A |
|
|
BLDR |
Builders Firstsource Inc |
5 |
- |
$163.46 |
$21,034,000 |
126,000 |
4.89% |
2,360,000 |
-24,000 |
0.061 |
Home Improvement Stores |
|
|
TBK |
Triumph Bancorp, Inc. |
8 |
- |
$73.50 |
$15,571,000 |
194,200 |
3.62% |
-627,000 |
-55,800 |
0.781 |
N/A |
|
|
DECK |
Deckers Outdoor Corp |
10 |
- |
$853.48 |
$13,970,000 |
20,900 |
3.25% |
-18,418,000 |
-42,100 |
0.074 |
Textile - Apparel Foo... |
|
|
SU |
Suncor Energy Inc (USA) |
12 |
- |
$39.04 |
$11,855,000 |
370,000 |
2.75% |
-4,647,000 |
-110,000 |
0.024 |
Oil & Gas Refining, P... |
|
|
CVE |
Cenovus Energy Inc |
14 |
- |
$20.75 |
$10,989,000 |
660,000 |
2.55% |
-6,083,000 |
-160,000 |
0.054 |
Oil & Gas Drilling & ... |
|
|
MTN |
Vail Resorts Inc |
16 |
- |
$195.68 |
$10,033,000 |
47,000 |
2.33% |
-2,459,000 |
-9,300 |
0.117 |
Gambling/Resorts |
|
|
EWCZ |
European Wax Center, Inc. |
17 |
- |
$10.99 |
$9,417,000 |
692,903 |
2.19% |
-4,839,000 |
-187,097 |
1.531 |
N/A |
|
|
DHI |
DR Horton Inc |
22 |
- |
$147.74 |
$7,751,000 |
51,000 |
1.8% |
-847,000 |
-29,000 |
0.014 |
Residential Construct... |
|
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HOV |
Hovnanian Enterprises Inc |
23 |
- |
$0.55 |
$7,003,000 |
45,000 |
1.63% |
1,076,000 |
-13,300 |
0.809 |
Residential Construct... |
|
|
FANG |
Diamondback Energy, Inc. |
24 |
- |
$203.22 |
$6,979,000 |
45,000 |
1.62% |
-3,243,000 |
-21,000 |
0.025 |
Independent Oil & Gas |
|
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USFD |
Us Foods Holding Corp. |
25 |
- |
$52.38 |
$6,812,000 |
150,000 |
1.58% |
-334,000 |
-30,000 |
0.061 |
N/A |
|
|
EOG |
EOG Resources Inc |
26 |
- |
$129.83 |
$6,652,000 |
55,000 |
1.55% |
-2,221,000 |
-15,000 |
0.009 |
Independent Oil & Gas |
|
|
NOV |
NOV Inc |
27 |
- |
$13.73 |
$6,591,000 |
325,000 |
1.53% |
-724,000 |
-25,000 |
0.084 |
Oil & Gas Equipment &... |
|
|
CCS |
Century Communities, Inc. |
28 |
- |
$82.84 |
$6,562,000 |
72,000 |
1.52% |
1,353,000 |
-6,000 |
0.216 |
N/A |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
29 |
- |
$34.07 |
$6,202,000 |
200,000 |
1.44% |
-5,100,000 |
-220,000 |
0.047 |
Closed - End Fund - E... |
|
|
DVN |
Devon Energy Corp |
30 |
- |
$50.56 |
$6,116,000 |
135,000 |
1.42% |
-2,470,000 |
-45,000 |
0.02 |
Independent Oil & Gas |
|
|
LBRT |
Liberty Oilfield Services Inc |
31 |
- |
$21.80 |
$5,986,000 |
330,000 |
1.39% |
-4,570,000 |
-240,000 |
0.2 |
N/A |
|
|
MTH |
Meritage Homes Corp |
32 |
- |
$180.72 |
$5,923,000 |
34,000 |
1.38% |
660,000 |
-9,000 |
0.09 |
Residential Construct... |
|
|
GRBK |
Green Brick Partners Inc |
33 |
- |
$56.17 |
$4,882,000 |
94,000 |
1.13% |
-3,420,000 |
-106,000 |
0.186 |
Specialty Chemicals |
|
|
GENK |
Gen Restaurant Group, Inc. |
35 |
- |
$0.00 |
$2,349,000 |
300,000 |
0.55% |
-1,958,000 |
-70,000 |
7.246 |
N/A |
|
|
PTON |
Peloton Interactive, Inc. |
36 |
- |
$0.00 |
$305,000 |
50,000 |
0.07% |
-2,220,000 |
-450,000 |
0.017 |
N/A |
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