Woodson Capital Management, LP Buys Amazon.com Inc, Twitter Inc, Peloton Interactive Inc, Sells Delta Air Lines Inc, The Simply Good Foods Co, Nomad Foods

• New Purchases: TWTR, EQIX, GDDY, SE, CVNA, INVH, MTN, REAL, NKE, COTY, TPR,
• Added Positions: AMZN, PTON, DECK, CROX, RYAAY, PRPL, CARG, DLB, FNKO, OOMA, NDLS,
• Reduced Positions: GOOGL, VRA,
• Sold Out: DAL, SMPL, NOMD, FB, DLTR, SPR, MOSC, CHWY,

For the details of Woodson Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/woodson+capital+management%2C+lp/current-portfolio/portfolio

1. Peloton Interactive Inc (PTON) - 3,500,000 shares, 13.20% of the total portfolio. Shares added by 66.67%
2. Amazon.com Inc (AMZN) - 40,000 shares, 11.08% of the total portfolio. Shares added by 135.29%
3. Deckers Outdoor Corp (DECK) - 400,000 shares, 7.61% of the total portfolio. Shares added by 113.90%
4. Twitter Inc (TWTR) - 1,800,000 shares, 6.28% of the total portfolio. New Position
5. Crocs Inc (CROX) - 2,400,000 shares, 5.79% of the total portfolio. Shares added by 140.00%

Woodson Capital Management, LP initiated holding in Twitter Inc. The purchase prices were between $22 and $39.05, with an estimated average price of $32.44. The stock is now traded at around $29.06. The impact to a portfolio due to this purchase was 6.28%. The holding were 1,800,000 shares as of .

Woodson Capital Management, LP initiated holding in Equinix Inc. The purchase prices were between $489.14 and $655.99, with an estimated average price of $598.7. The stock is now traded at around $660.53. The impact to a portfolio due to this purchase was 4.44%. The holding were 50,000 shares as of .

Woodson Capital Management, LP initiated holding in GoDaddy Inc. The purchase prices were between $41.92 and $78.39, with an estimated average price of $66.48. The stock is now traded at around $76.46. The impact to a portfolio due to this purchase was 4.06%. The holding were 500,000 shares as of .

Woodson Capital Management, LP initiated holding in Sea Ltd. The purchase prices were between $38 and $52.56, with an estimated average price of $44.78. The stock is now traded at around $61.44. The impact to a portfolio due to this purchase was 3.46%. The holding were 550,000 shares as of .

Woodson Capital Management, LP initiated holding in Carvana Co. The purchase prices were between $29.35 and $110.09, with an estimated average price of $77.87. The stock is now traded at around $91.77. The impact to a portfolio due to this purchase was 3.13%. The holding were 400,000 shares as of .

Woodson Capital Management, LP initiated holding in Invitation Homes Inc. The purchase prices were between $16.13 and $32.61, with an estimated average price of $28.44. The stock is now traded at around $23.68. The impact to a portfolio due to this purchase was 3.04%. The holding were 1,000,000 shares as of .

Woodson Capital Management, LP added to a holding in Amazon.com Inc by 135.29%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2383.54. The impact to a portfolio due to this purchase was 6.37%. The holding were 40,000 shares as of .

Woodson Capital Management, LP added to a holding in Peloton Interactive Inc by 66.67%. The purchase prices were between $19.51 and $33.47, with an estimated average price of $27.88. The stock is now traded at around $49.38. The impact to a portfolio due to this purchase was 5.28%. The holding were 3,500,000 shares as of .

Woodson Capital Management, LP added to a holding in Deckers Outdoor Corp by 113.90%. The purchase prices were between $91.16 and $201.18, with an estimated average price of $167.55. The stock is now traded at around $140.95. The impact to a portfolio due to this purchase was 4.05%. The holding were 400,000 shares as of .

Woodson Capital Management, LP added to a holding in Crocs Inc by 140.00%. The purchase prices were between $10.77 and $43.4, with an estimated average price of $32.24. The stock is now traded at around $23.88. The impact to a portfolio due to this purchase was 3.38%. The holding were 2,400,000 shares as of .

Woodson Capital Management, LP added to a holding in Ryanair Holdings PLC by 72.06%. The purchase prices were between $47.51 and $96.18, with an estimated average price of $79.33. The stock is now traded at around $50.04. The impact to a portfolio due to this purchase was 1.85%. The holding were 585,000 shares as of .

Woodson Capital Management, LP added to a holding in Purple Innovation Inc by 128.31%. The purchase prices were between $4.96 and $15.76, with an estimated average price of $11.11. The stock is now traded at around $12.79. The impact to a portfolio due to this purchase was 1.06%. The holding were 2,335,600 shares as of .

Woodson Capital Management, LP sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.

Woodson Capital Management, LP sold out a holding in The Simply Good Foods Co. The sale prices were between $14.69 and $28.54, with an estimated average price of $22.07.

Woodson Capital Management, LP sold out a holding in Nomad Foods Ltd. The sale prices were between $15.42 and $22.37, with an estimated average price of $19.53.

Woodson Capital Management, LP sold out a holding in Facebook Inc. The sale prices were between $146.01 and $223.23, with an estimated average price of $196.62.

Woodson Capital Management, LP sold out a holding in Dollar Tree Inc. The sale prices were between $65.57 and $94.05, with an estimated average price of $85.43.

Woodson Capital Management, LP sold out a holding in Spirit AeroSystems Holdings Inc. The sale prices were between $18.78 and $74.98, with an estimated average price of $55.98.