WOODSON CAPITAL MANAGEMENT LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
The RealReal, Inc.
REAL
$19.55M4.725M0%+$3.913.57
Group 1 Automotive, Inc.
GPI
$41.64M1.05142,500+114.61%+$22.24M7.61
European Wax Center, Inc.
EWCZ
$8.05M1.02619,971-10.53%-$946,657.411.47
Triumph Financial, Inc.
TFIN
$15.86M0.86200,000+2.99%+$460,056.002.9
Mister Car Wash, Inc.
MCW
$19.38M0.782.5M-7.41%-$1.55M3.54
Despegar.com, Corp.
DESP
$5.98M0.69500,000New+$5.98M1.09
Hovnanian Enterprises, Inc.
HOV
$6.37M0.6840,600-9.78%-$690,536.001.16
Urban Outfitters, Inc.
URBN
$27.23M0.67627,200New+$27.23M4.97
Forestar Group Inc.
FOR
$13.37M0.66332,600New+$13.37M2.44
Digimarc Corporation
DMRC
$2.72M0.47100,000New+$2.72M0.5
PJT Partners Inc.
PJT
$8.2M0.3687,000+8.75%+$659,820.001.5
Tapestry, Inc.
TPR
$38.93M0.36820,000+272.73%+$28.49M7.11
Century Communities, Inc.
CCS
$7.51M0.2577,800+8.06%+$559,700.001.37
Green Brick Partners, Inc.
GRBK
$6.32M0.23105,000+11.7%+$662,530.001.16
Liberty Energy Inc.
LBRT
$6.84M0.2330,0000%+$01.25
SharkNinja, Inc.
SN
$13.45M0.15216,000New+$13.45M2.46
Vail Resorts, Inc.
MTN
$10.25M0.1246,000-2.13%-$222,830.001.87
Camden Property Trust
CPT
$12M0.11121,920New+$12M2.19
Meritage Homes Corporation
MTH
$6.93M0.1139,500+16.18%+$965,030.001.27
Houlihan Lokey, Inc.
HLI
$8.22M0.0964,100-2.88%-$243,561.001.5
Builders FirstSource, Inc.
BLDR
$23.46M0.09112,500-10.71%-$2.82M4.29
NOV Inc.
NOV
$6.34M0.08325,0000%+$01.16
Deckers Outdoor Corporation
DECK
$16.36M0.0717,386-16.81%-$3.31M2.99
VeriSign, Inc.
VRSN
$12.32M0.0765,000+8.33%+$947,550.002.25
Invitation Homes Inc.
INVH
$13.73M0.06385,500-37.82%-$8.35M2.51
Interactive Brokers Group, Inc.
IBKR
$20M0.04179,000-7.25%-$1.56M3.65
Cenovus Energy Inc.
CVE
$13.19M0.04660,0000%+$02.41
Suncor Energy Inc.
SU
$13.66M0.03370,0000%+$02.5
Ryanair Holdings plc
RYAOF
$44.9M0.03308,400New+$44.9M8.2
Diamondback Energy, Inc.
FANG
$8.92M0.0345,0000%+$01.63
CRH plc
CRH
$13.85M0.02160,600New+$13.85M2.53
Devon Energy Corporation
DVN
$6.77M0.02135,0000%+$01.24
D.R. Horton, Inc.
DHI
$7.24M0.0144,000-13.72%-$1.15M1.32
EOG Resources, Inc.
EOG
$7.03M0.0155,0000%+$01.28
Walmart Inc.
WMT
$17.75M<0.01295,000+201.02%+$11.85M3.24
Alphabet Inc.
GOOGL
$35.09M<0.01232,500-27.34%-$13.21M6.41
VanEck Gold Miners ETF
GDX
$7.97M<0.01252,200+26.1%+$1.65M1.46