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Woodson Capital Management, LP
10% Owner
Woodson Capital Management, LP
$626,028,000.00
%
COMPANY
SHARES
NET TOTAL
13.81%
FUNKO INC
3,872,600
$86,436,000.00
10.58%
DECKERS OUTDOOR CORP
259,500
$66,263,000.00
6.12%
BUILDERS FIRSTSOURCE INC
714,000
$38,342,000.00
5.71%
D R HORTON INC
540,000
$35,743,000.00
5.60%
SUNCOR ENERGY INC NEW
1,000,000
$35,070,000.00
5.12%
INVITATION HOMES INC
900,000
$32,022,000.00
4.87%
ALPHABET INC
14,000
$30,510,000.00
3.30%
ZILLOW GROUP INC
650,000
$20,638,000.00
3.24%
PELOTON INTERACTIVE INC
2,207,927
$20,269,000.00
2.89%
AMERICAN HOMES 4 RENT
510,000
$18,074,000.00
2.78%
RYANAIR HOLDINGS PLC
258,627
$17,393,000.00
2.71%
VAIL RESORTS INC
77,792
$16,963,000.00
2.65%
OOMA INC
1,400,000
$16,576,000.00
2.53%
CONTAINER STORE GROUP INC
2,546,009
$15,862,000.00
2.35%
PELOTON INTERACTIVE INC
1,602,800
$14,714,000.00
2.25%
NOODLES & CO
3,000,000
$14,100,000.00
2.03%
ROSS STORES INC
181,000
$12,712,000.00
1.96%
CALLAWAY GOLF CO
600,000
$12,240,000.00
1.89%
CROCS INC
242,904
$11,822,000.00
1.56%
GREEN BRICK PARTNERS INC
500,000
$9,785,000.00
1.43%
DELTA AIR LINES INC DEL
310,000
$8,981,000.00
1.33%
SKYLINE CHAMPION CORPORATION
175,000
$8,299,000.00
1.31%
FLOOR & DECOR HLDGS INC
130,000
$8,185,000.00
1.22%
CENTURY CMNTYS INC
170,000
$7,645,000.00
1.16%
MERITAGE HOMES CORP
100,000
$7,250,000.00
1.12%
HOVNANIAN ENTERPRISES INC
163,430
$6,993,000.00
1.11%
CENOVUS ENERGY INC
367,000
$6,977,000.00
1.11%
DESIGNER BRANDS INC
530,000
$6,922,000.00
1.01%
SUNCOR ENERGY INC NEW
180,000
$6,313,000.00
0.96%
PIONEER NAT RES CO
27,000
$6,023,000.00
0.92%
BLOCK INC
94,000
$5,777,000.00
0.89%
DIAMONDBACK ENERGY INC
46,000
$5,573,000.00
0.88%
EOG RES INC
50,000
$5,522,000.00
0.88%
DEVON ENERGY CORP NEW
100,000
$5,511,000.00
0.52%
BEAZER HOMES USA INC
270,000
$3,259,000.00
0.20%
ZILLOW GROUP INC
39,800
$1,264,000.00