HoldingsChannel.com
Woodson Capital Management LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
PELOTON INTERACTIVE INC      $92,811
     PTON2,100,000+55,000$59,640
     Call1,168,000+1,168,000$33,171
CROCS INC      $54,457
     CROX1,000,000-1,000,000$41,890
     Call300,000-700,000$12,567
DECKERS OUTDOOR CORP      $46,048
     DECK187,000+187,000$31,577
     Call85,700+85,700$14,471
ALPHABET INC 29,000 -1,000 $38,842
     GOOGL29,000-1,000$38,842
DELTA AIR LINES INC DEL 660,000 +320,000 $38,597
     DAL660,000+320,000$38,597
SIMPLY GOOD FOODS CO 1,300,000 +265,000 $37,102
     SMPL1,300,000+265,000$37,102
NOMAD FOODS LTD 1,600,000 -11,599 $35,792
     NOMD1,600,000-11,599$35,792
CARGURUS INC 950,000 -400,000 $33,421
     CARG950,000-400,000$33,421
CONYERS PK II ACQUISITION CO 3,000,000 UNCH $32,640
     CPAAU3,000,000UNCH$32,640
AMAZON COM INC 17,000 +12,000 $31,413
     AMZN17,000+12,000$31,413
FACEBOOK INC 150,000 +150,000 $30,788
     FB150,000+150,000$30,788
RYANAIR HLDGS PLC 340,000 -356,900 $29,787
     RYAAY340,000-356,900$29,787
DOLBY LABORATORIES INC 425,000 -75,000 $29,240
     DLB425,000-75,000$29,240
OOMA INC 1,590,000 +15,362 $21,036
     OOMA1,590,000+15,362$21,036
NOODLES & CO 3,350,000 +176,551 $18,559
     NDLS3,350,000+176,551$18,559
FUNKO INC 1,050,000 +150,000 $18,018
     FNKO1,050,000+150,000$18,018
VERA BRADLEY INC 1,000,000 -200,000 $11,800
     VRA1,000,000-200,000$11,800
DOLLAR TREE INC 110,000 -43,281 $10,346
     DLTR110,000-43,281$10,346
SPIRIT AEROSYSTEMS HLDGS INC 140,000 -110,000 $10,203
     SPR140,000-110,000$10,203
PURPLE INNOVATION INC 1,023,000 +1,023,000 $8,910
     PRPL1,023,000+1,023,000$8,910
MOSAIC ACQUISITION CORP 800,000 -100,000 $8,228
     MOSC800,000-100,000$8,228
CHEWY INC 250,000 +250,000 $7,250
     CHWY250,000+250,000$7,250
PENNSYLVANIA RL ESTATE INVT      $-136
     Put25,600-2,474,400$136
BROOKFIELD PROPERTY PARTRS L      $-5,702
     Put311,900-384,500$5,702

See Full List: All Stocks Held By Woodson Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Woodson Capital Management LP

Size ($ in 1000's)
At 12/31/2019: $658,858
At 09/30/2019: $643,274

Woodson Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Woodson Capital Management LP 13F filings. Link to 13F filings: SEC filings

Woodson Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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