Woodson Capital Management, Lp Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $626.27 million in total holdings as of March 31, 2024.Woodson Capital Management, Lp owns shares of 38 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 27.24% of the portfolio was purchased this quarter.About 11.63% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 36 new stocks and bought additional shares in 11 stocks.Woodson Capital Management, Lp sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings Suncor Energy $69,021,700Tapestry $48,429,600Ryanair $44,899,956Group 1 Automotive $41,642,775Alphabet $35,091,225 Largest New Holdings this Quarter Urban Outfitters $27,233,024 HoldingCRH PLC $13,853,356 HoldingSharkNinja $13,454,640 HoldingForestar Group $13,367,194 HoldingCamden Property Trust $11,996,928 Holding Largest Purchases this Quarter Tapestry 800,000 shares (about $37.98M)Urban Outfitters 627,200 shares (about $27.23M)Group 1 Automotive 76,102 shares (about $22.24M)CRH PLC 160,600 shares (about $13.85M)SharkNinja 216,000 shares (about $13.45M) Largest Sales this Quarter Alphabet 87,500 shares (about $13.21M)Invitation Homes 234,500 shares (about $8.35M)Ryanair 41,600 shares (about $6.06M)Deckers Outdoor 3,514 shares (about $3.31M)Builders FirstSource 13,500 shares (about $2.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodson Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUSuncor Energy$69,021,7000.0%1,870,00011.0%Oils/EnergyTPRTapestry$48,429,600$37,984,000 ▲363.6%1,020,0007.7%Retail/WholesaleRYAAYRyanair$44,899,956$6,056,544 ▼-11.9%308,4007.2%TransportationGPIGroup 1 Automotive$41,642,775$22,239,287 ▲114.6%142,5006.6%Retail/WholesaleGOOGLAlphabet$35,091,225$13,206,375 ▼-27.3%232,5005.6%Computer and TechnologyURBNUrban Outfitters$27,233,024$27,233,024 ▲New Holding627,2004.3%Retail/WholesaleBLDRBuilders FirstSource$23,461,875$2,815,425 ▼-10.7%112,5003.7%Retail/WholesaleCVECenovus Energy$23,188,4000.0%1,160,0003.7%Oils/EnergyIBKRInteractive Brokers Group$19,996,090$1,563,940 ▼-7.3%179,0003.2%FinanceREALRealReal$19,550,008$4 ▲0.0%5,000,0023.1%Consumer DiscretionaryMCWMister Car Wash$19,375,000$1,550,000 ▼-7.4%2,500,0003.1%Consumer DiscretionaryWMTWalmart$17,750,150$11,853,490 ▲201.0%295,0002.8%Retail/WholesaleDECKDeckers Outdoor$16,364,746$3,307,588 ▼-16.8%17,3862.6%Retail/WholesaleTFINTriumph Financial$15,864,000$460,056 ▲3.0%200,0002.5%FinanceCRH PLC$13,853,356$13,853,356 ▲New Holding160,6002.2%ORDINVHInvitation Homes$13,727,655$8,350,545 ▼-37.8%385,5002.2%FinanceSNSharkNinja$13,454,640$13,454,640 ▲New Holding216,0002.1%Consumer DiscretionaryFORForestar Group$13,367,194$13,367,194 ▲New Holding332,6002.1%FinanceVRSNVeriSign$12,318,150$947,550 ▲8.3%65,0002.0%Computer and TechnologyCPTCamden Property Trust$11,996,928$11,996,928 ▲New Holding121,9201.9%FinanceMTNVail Resorts$10,250,180$222,830 ▼-2.1%46,0001.6%Consumer DiscretionaryFANGDiamondback Energy$8,917,6500.0%45,0001.4%Oils/EnergyHLIHoulihan Lokey$8,216,979$243,561 ▼-2.9%64,1001.3%FinancePJTPJT Partners$8,200,620$659,820 ▲8.8%87,0001.3%FinanceEWCZEuropean Wax Center$8,047,224$946,657 ▼-10.5%619,9711.3%Consumer StaplesGDXVanEck Gold Miners ETF$7,974,564$1,650,564 ▲26.1%252,2001.3%ETFCCSCentury Communities$7,507,700$559,700 ▲8.1%77,8001.2%ConstructionDHID.R. Horton$7,240,200$1,151,850 ▼-13.7%44,0001.2%ConstructionEOGEOG Resources$7,031,2000.0%55,0001.1%Oils/EnergyMTHMeritage Homes$6,930,670$965,030 ▲16.2%39,5001.1%ConstructionLBRTLiberty Energy$6,837,6000.0%330,0001.1%Oils/EnergyDVNDevon Energy$6,774,3000.0%135,0001.1%Oils/EnergyHOVHovnanian Enterprises$6,371,764$690,536 ▼-9.8%40,6001.0%ConstructionNOVNOV$6,344,0000.0%325,0001.0%Business ServicesGRBKGreen Brick Partners$6,324,150$662,530 ▲11.7%105,0001.0%FinanceDESPDespegar.com$5,980,000$5,980,000 ▲New Holding500,0001.0%TransportationRCReady Capital$4,017,200$4,017,200 ▲New Holding440,0000.6%FinanceDMRCDigimarc$2,718,000$2,718,000 ▲New Holding100,0000.4%Industrial ProductsURIUnited Rentals$0$11,468,400 ▼-100.0%00.0%ConstructionHASHasbro$0$8,169,600 ▼-100.0%00.0%Consumer DiscretionaryUSFDUS Foods$0$6,811,500 ▼-100.0%00.0%Consumer StaplesSQBlock$0$3,596,775 ▼-100.0%00.0%Business ServicesGENKGEN Restaurant Group$0$2,349,000 ▼-100.0%00.0%Retail/WholesalePTONPeloton Interactive$0$304,500 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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