Woodson Capital Management, LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$511M
Signature - Title
Doug Browman - Chief Compliance Officer
Location
537 Steamboat Road, Suite 303, Greenwich, Connecticut
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 36 $511M +$112M -$127M -$15.2M GPI, TPR, RYAAY, URBN, GOOGL 13F-HR 8/14/2024, 09:56 AM
Q1 2024 37 $547M +$157M -$72.8M +$84.3M RYAAY, GPI, TPR, GOOGL, URBN 13F-HR 5/15/2024, 10:14 AM
Q4 2023 36 $430M +$96.2M -$179M -$83.1M RYAAY, GOOGL, MCW, INVH, BLDR 13F-HR 2/14/2024, 09:51 AM
Q3 2023 37 $463M +$74.5M -$175M -$100M RYAAY, GOOGL, DECK, INVH, UBER 13F-HR 11/14/2023, 10:55 AM
Q2 2023 41 $601M +$128M -$159M -$30.6M RYAAY, DECK, MCW, MODG, INVH 13F-HR 8/14/2023, 09:07 AM
Q1 2023 37 $568M +$132M -$124M +$8.01M DECK, INVH, BLDR, MODG, RYAAY 13F-HR 5/15/2023, 10:06 AM
Q4 2022 29 $509M +$58M -$153M -$95.1M DECK, GOOGL, RYAAY, MCW, DHI 13F-HR 2/14/2023, 12:25 PM
Q3 2022 38 $584M +$84.6M -$129M -$44.7M FNKO, DECK, GOOGL, MCW, BLDR 13F-HR 11/14/2022, 10:15 AM
Q2 2022 41 $671M +$192M -$107M +$85.3M FNKO, DECK, MCW, BLDR, DHI 13F-HR 8/15/2022, 10:06 AM
Q1 2022 32 $682M +$173M -$236M -$62.7M FNKO, PTON, DECK, INVH, MCW 13F-HR 5/16/2022, 09:48 AM
Q4 2021 30 $834M +$74.7M -$336M -$261M PTON, FNKO, BLDR, MCW, DECK 13F-HR 2/14/2022, 12:39 PM
Q3 2021 41 $1.18B +$299M -$190M +$109M PTON, FNKO, DECK, INVH, MCW 13F-HR 11/15/2021, 10:22 AM
Q2 2021 32 $1.21B +$222M -$160M +$62.5M PTON, DECK, FNKO, INVH, MODG 13F-HR 8/16/2021, 09:35 AM
Q1 2021 24 $1.04B +$198M -$517M -$319M PTON, RH, DECK, TCS, MODG 13F-HR 5/17/2021, 09:49 AM
Q4 2020 26 $1.29B +$328M -$646M -$318M PTON, REAL, GLD, PRPL, DECK 13F-HR 2/16/2021, 09:25 AM
Q3 2020 23 $1.24B +$299M -$221M +$78.3M PTON, PRPL, DECK, CROX, RH 13F-HR 11/16/2020, 10:58 AM
Q2 2020 22 $922M +$183M -$327M -$143M PTON, REAL, DECK, CROX, GLD 13F-HR 8/14/2020, 02:14 PM
Q1 2020 25 $684M +$404M -$202M +$202M PTON, AMZN, DECK, TWTR, CROX 13F-HR 5/15/2020, 10:46 AM
Q4 2019 22 $585M +$132M -$168M -$35.5M PTON, CROX, GOOGL, DAL, SMPL 13F-HR 2/14/2020, 09:25 AM
Q3 2019 23 $558M +$164M -$164M -$244K CROX, PTON, RYAAY, CARG, GOOGL 13F-HR 11/14/2019, 10:42 AM
Q2 2019 23 $550M +$178M -$99.1M +$79.2M CROX, CARG, RYAAY, GOOGL, FNKO 13F-HR 8/14/2019, 07:47 AM
Q1 2019 23 $479M +$138M -$43.9M +$94.3M FNKO, VNQ, RYAAY, GOOGL, AMZN 13F-HR 5/15/2019, 10:43 AM
Q4 2018 25 $346M +$167M -$80.4M +$86.1M VNQ, GOOGL, RYAAY, OOMA, FNKO 13F-HR 2/14/2019, 09:44 AM
Q3 2018 27 $304M +$76.6M -$38.8M +$37.8M SMPL, OOMA, FNKO, FIZZ, SODA 13F-HR 11/14/2018, 11:11 AM
Q2 2018 28 $233M +$63.5M -$40.1M +$23.5M OOMA, SMPL, IYR, DAL, META 13F-HR 8/14/2018, 10:00 AM
Q1 2018 25 $196M +$74.4M -$40.7M +$33.7M SMPL, OOMA, IYR, DAL, GOOGL 13F-HR 5/15/2018, 10:12 AM
Q4 2017 24 $163M +$40.7M -$46M -$5.32M IYR, OOMA, SMPL, SSNC, PLAY 13F-HR 2/14/2018, 08:22 AM
Q3 2017 24 $151M +$55.7M -$50.7M +$5.08M IYR, OOMA, AMZN, SMPL, DLB 13F-HR 11/14/2017, 09:44 AM
Q2 2017 23 $138M +$47M -$29.6M +$17.5M IYR, AMZN, OOMA, DLB, COMM 13F-HR 8/14/2017, 07:26 AM
Q1 2017 22 $120M +$52.3M -$25.1M +$27.3M IYR, OOMA, AMZN, IBKR, DLB 13F-HR 5/15/2017, 10:11 AM
Q4 2016 23 $87.4M $0 $0 OOMA, AMZN, IBKR, COMM, ETSY 13F-HR 2/14/2017, 08:39 AM