Woodson Capital Management, LP Buys SSgA SPDR Gold Shares, Callaway Golf Co, Advantage Solutions Inc, Sells Peloton Interactive Inc, Purple Innovation Inc, Crocs Inc

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Feb 16, 2021
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Investment company Woodson Capital Management, LP (Current Portfolio) buys SSgA SPDR Gold Shares, Callaway Golf Co, Advantage Solutions Inc, The Container Store Group Inc, Acamar Partners Acquisition Corp, sells Peloton Interactive Inc, Purple Innovation Inc, Crocs Inc, Deckers Outdoor Corp, RH during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Woodson Capital Management, LP. As of 2020Q4, Woodson Capital Management, LP owns 25 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Woodson Capital Management, LP
  1. Peloton Interactive Inc (PTON) - 1,675,000 shares, 17.09% of the total portfolio.
  2. Peloton Interactive Inc (PTON) - 1,478,540 shares, 15.09% of the total portfolio. Shares reduced by 48.64%
  3. The RealReal Inc (REAL) - 5,571,428 shares, 7.32% of the total portfolio. Shares reduced by 0.51%
  4. SSgA SPDR Gold Shares (GLD) - 570,000 shares, 6.84% of the total portfolio. Shares added by 159.09%
  5. Purple Innovation Inc (PRPL) - 2,300,000 shares, 5.10% of the total portfolio. Shares reduced by 46.51%
New Purchase: Callaway Golf Co (ELY)

Woodson Capital Management, LP initiated holding in Callaway Golf Co. The purchase prices were between $15.2 and $24.94, with an estimated average price of $20.41. The stock is now traded at around $28.270000. The impact to a portfolio due to this purchase was 2.89%. The holding were 1,788,258 shares as of 2020-12-31.

New Purchase: Advantage Solutions Inc (ADV)

Woodson Capital Management, LP initiated holding in Advantage Solutions Inc. The purchase prices were between $8.21 and $13.54, with an estimated average price of $10.8. The stock is now traded at around $10.000000. The impact to a portfolio due to this purchase was 2.79%. The holding were 3,150,000 shares as of 2020-12-31.

New Purchase: The Container Store Group Inc (TCS)

Woodson Capital Management, LP initiated holding in The Container Store Group Inc. The purchase prices were between $7.93 and $12.82, with an estimated average price of $9.77. The stock is now traded at around $15.450000. The impact to a portfolio due to this purchase was 2.05%. The holding were 3,200,000 shares as of 2020-12-31.

New Purchase: Acamar Partners Acquisition Corp (ACAM)

Woodson Capital Management, LP initiated holding in Acamar Partners Acquisition Corp. The purchase prices were between $10.08 and $11.36, with an estimated average price of $10.28. The stock is now traded at around $12.300000. The impact to a portfolio due to this purchase was 1.51%. The holding were 2,000,000 shares as of 2020-12-31.

New Purchase: Alphabet Inc (GOOGL)

Woodson Capital Management, LP initiated holding in Alphabet Inc. The purchase prices were between $1451.02 and $1824.97, with an estimated average price of $1685.58. The stock is now traded at around $2110.700000. The impact to a portfolio due to this purchase was 1.41%. The holding were 12,000 shares as of 2020-12-31.

New Purchase: Facebook Inc (FB)

Woodson Capital Management, LP initiated holding in Facebook Inc. The purchase prices were between $258.12 and $294.68, with an estimated average price of $274.26. The stock is now traded at around $273.970000. The impact to a portfolio due to this purchase was 1.28%. The holding were 69,420 shares as of 2020-12-31.

Added: SSgA SPDR Gold Shares (GLD)

Woodson Capital Management, LP added to a holding in SSgA SPDR Gold Shares by 159.09%. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $168.240000. The impact to a portfolio due to this purchase was 4.2%. The holding were 570,000 shares as of 2020-12-31.

Sold Out: Conyers Park II Acquisition Corp (CPAA)

Woodson Capital Management, LP sold out a holding in Conyers Park II Acquisition Corp. The sale prices were between $8.66 and $10.18, with an estimated average price of $9.88.

Sold Out: Twitter Inc (TWTR)

Woodson Capital Management, LP sold out a holding in Twitter Inc. The sale prices were between $39.47 and $55.87, with an estimated average price of $47.74.

Sold Out: Equinix Inc (EQIX)

Woodson Capital Management, LP sold out a holding in Equinix Inc. The sale prices were between $678.4 and $835, with an estimated average price of $743.96.

Sold Out: Dolby Laboratories Inc (DLB)

Woodson Capital Management, LP sold out a holding in Dolby Laboratories Inc. The sale prices were between $64.29 and $97.13, with an estimated average price of $82.86.

Sold Out: Imax Corp (IMAX)

Woodson Capital Management, LP sold out a holding in Imax Corp. The sale prices were between $11.06 and $18.45, with an estimated average price of $13.81.

Sold Out: Allegiant Travel Co (ALGT)

Woodson Capital Management, LP sold out a holding in Allegiant Travel Co. The sale prices were between $112.73 and $189.24, with an estimated average price of $153.99.

Reduced: Peloton Interactive Inc (PTON)

Woodson Capital Management, LP reduced to a holding in Peloton Interactive Inc by 48.64%. The sale prices were between $100.01 and $162.76, with an estimated average price of $122.07. The stock is now traded at around $145.880000. The impact to a portfolio due to this sale was -7.94%. Woodson Capital Management, LP still held 1,478,540 shares as of 2020-12-31.

Reduced: Purple Innovation Inc (PRPL)

Woodson Capital Management, LP reduced to a holding in Purple Innovation Inc by 46.51%. The sale prices were between $24.85 and $34.02, with an estimated average price of $29.2. The stock is now traded at around $39.010000. The impact to a portfolio due to this sale was -2.84%. Woodson Capital Management, LP still held 2,300,000 shares as of 2020-12-31.



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