Woodson Capital Management, LP
CIK 1697848 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- RYAAY7.89%
- GOOGL7.43%
- DECK7.00%
- INVH5.07%
- UBER4.67%
- BLDR4.03%
- CVE3.69%
- SU3.56%
- CROX3.53%
- TFIN3.50%
Share classes counted separately50.37%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RYAAYRYANAIR HOLDINGS PLC-SP ADRSPONSORED ADS View history and evidence | $36.54M | 7.89% | 375.90K shares | — | ↗▾ | |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $34.42M | 7.43% | 263.00K shares | — | ↗▾ | |
| 03 | DECKDECKERS OUTDOOR CORP View history and evidence | $32.39M | 7.00% | 63.00K shares | — | ↗▾ | |
| 04 | INVHINVITATION HOMES INC View history and evidence | $23.45M | 5.07% | 740.00K shares | — | ↗▾ | |
| 05 | UBERUBER TECHNOLOGIES INC View history and evidence | $21.62M | 4.67% | 470.00K shares | — | ↗▾ | |
| 06 | BLDRBUILDERS FIRSTSOURCE INC View history and evidence | $18.67M | 4.03% | 150.00K shares | — | ↗▾ | |
| 07 | CVECENOVUS ENERGY INC View history and evidence | $17.07M | 3.69% | 820.00K shares | — | ↗▾ | |
| 08 | SUSUNCOR ENERGY INC View history and evidence | $16.50M | 3.56% | 480.00K shares | — | ↗▾ | |
| 09 | CROXCROCS INC View history and evidence | $16.35M | 3.53% | 185.36K shares | — | ↗▾ | |
| 10 | TFINTRIUMPH FINANCIAL INC View history and evidence | $16.20M | 3.50% | 250.00K shares | — | ↗▾ |
Options overlay 2
$50.46M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
CVECENOVUS ENERGY INC View history and evidence | Call | 1.60M | $33.27M | ▾ | |
SUSUNCOR ENERGY INC View history and evidence | Call | 500.00K | $17.19M | ▾ |
2 / 2 options · preview only
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSGS MADISON SQUARE GARDEN SPORTS | Non-derivative | — | — | SEC filing ↗ | |
| AMZN AMAZON.COM INC | Non-derivative | — | — | SEC filing ↗ | |
| FCX FREEPORT-MCMORAN INC | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1697848 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 513364560
}Research all 39 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.