Woodson Capital Management, LP Buys Diamondback Energy Inc, Devon Energy Corp, Pioneer Natural Resources Co, Sells At Home Group Inc, Crocs Inc, Aspirational Consumer Lifestyle Corp

Investment company Woodson Capital Management, LP (Current Portfolio) buys Diamondback Energy Inc, Devon Energy Corp, Pioneer Natural Resources Co, EOG Resources Inc, SmartRent Inc, sells At Home Group Inc, Crocs Inc, Aspirational Consumer Lifestyle Corp, PayPal Holdings Inc, The RealReal Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Woodson Capital Management, LP. As of 2021Q3, Woodson Capital Management, LP owns 43 stocks with a total value of $1.4 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) - 1,934,540 shares, 11.62% of the total portfolio. Shares reduced by 7.2%
  2. Peloton Interactive Inc (PTON) - 1,901,900 shares, 11.43% of the total portfolio.
  3. SPDR Gold Shares ETF (GLD) - 600,000 shares, 6.80% of the total portfolio.
  4. Funko Inc (FNKO) - 4,264,779 shares, 5.36% of the total portfolio. Shares added by 18.47%
  5. Deckers Outdoor Corp (DECK) - 189,700 shares, 4.72% of the total portfolio. Shares reduced by 13.77%
New Purchase: Diamondback Energy Inc (FANG)

Woodson Capital Management, LP initiated holding in Diamondback Energy Inc. The purchase prices were between $67.88 and $99.6, with an estimated average price of $80.54. The stock is now traded at around $111.780000. The impact to a portfolio due to this purchase was 1.83%. The holding were 280,600 shares as of 2021-09-30.

New Purchase: Devon Energy Corp (DVN)

Woodson Capital Management, LP initiated holding in Devon Energy Corp. The purchase prices were between $24.93 and $35.75, with an estimated average price of $28.39. The stock is now traded at around $43.555000. The impact to a portfolio due to this purchase was 1.81%. The holding were 740,000 shares as of 2021-09-30.

New Purchase: Pioneer Natural Resources Co (PXD)

Woodson Capital Management, LP initiated holding in Pioneer Natural Resources Co. The purchase prices were between $136.66 and $170.3, with an estimated average price of $151.53. The stock is now traded at around $184.160000. The impact to a portfolio due to this purchase was 1.75%. The holding were 152,000 shares as of 2021-09-30.

New Purchase: EOG Resources Inc (EOG)

Woodson Capital Management, LP initiated holding in EOG Resources Inc. The purchase prices were between $64.26 and $85.99, with an estimated average price of $73.01. The stock is now traded at around $93.855000. The impact to a portfolio due to this purchase was 1.63%. The holding were 294,000 shares as of 2021-09-30.

New Purchase: SmartRent Inc (SMRT)

Woodson Capital Management, LP initiated holding in SmartRent Inc. The purchase prices were between $0 and $14.06, with an estimated average price of $12.4. The stock is now traded at around $11.035000. The impact to a portfolio due to this purchase was 1.35%. The holding were 1,500,000 shares as of 2021-09-30.

New Purchase: The Beauty Health Co (SKIN)

Woodson Capital Management, LP initiated holding in The Beauty Health Co. The purchase prices were between $16.76 and $28.26, with an estimated average price of $22.02. The stock is now traded at around $27.220000. The impact to a portfolio due to this purchase was 1.17%. The holding were 650,000 shares as of 2021-09-30.

Added: Zillow Group Inc (Z)

Woodson Capital Management, LP added to a holding in Zillow Group Inc by 107.64%. The purchase prices were between $85.66 and $120.6, with an estimated average price of $101.34. The stock is now traded at around $64.140000. The impact to a portfolio due to this purchase was 1.14%. The holding were 360,051 shares as of 2021-09-30.

Added: RH (RH)

Woodson Capital Management, LP added to a holding in RH by 55.26%. The purchase prices were between $651.88 and $738.52, with an estimated average price of $688.15. The stock is now traded at around $650.010000. The impact to a portfolio due to this purchase was 0.97%. The holding were 59,000 shares as of 2021-09-30.

Added: Builders FirstSource Inc (BLDR)

Woodson Capital Management, LP added to a holding in Builders FirstSource Inc by 38.60%. The purchase prices were between $40.47 and $54.9, with an estimated average price of $48.84. The stock is now traded at around $67.205000. The impact to a portfolio due to this purchase was 0.89%. The holding were 900,000 shares as of 2021-09-30.

Added: Mister Car Wash Inc (MCW)

Woodson Capital Management, LP added to a holding in Mister Car Wash Inc by 30.07%. The purchase prices were between $17.37 and $23.53, with an estimated average price of $19.87. The stock is now traded at around $18.020000. The impact to a portfolio due to this purchase was 0.82%. The holding were 2,814,230 shares as of 2021-09-30.

Added: Leslies Inc (LESL)

Woodson Capital Management, LP added to a holding in Leslies Inc by 36.87%. The purchase prices were between $20.18 and $27.67, with an estimated average price of $24.01. The stock is now traded at around $21.540000. The impact to a portfolio due to this purchase was 0.53%. The holding were 1,400,000 shares as of 2021-09-30.

Sold Out: At Home Group Inc (HOME)

Woodson Capital Management, LP sold out a holding in At Home Group Inc. The sale prices were between $36.74 and $37.02, with an estimated average price of $36.87.

Sold Out: Aspirational Consumer Lifestyle Corp (ASPL)

Woodson Capital Management, LP sold out a holding in Aspirational Consumer Lifestyle Corp. The sale prices were between $9.84 and $9.99, with an estimated average price of $9.93.

Sold Out: PayPal Holdings Inc (PYPL)

Woodson Capital Management, LP sold out a holding in PayPal Holdings Inc. The sale prices were between $259 and $308.53, with an estimated average price of $283.9.

Sold Out: The RealReal Inc (REAL)

Woodson Capital Management, LP sold out a holding in The RealReal Inc. The sale prices were between $11.69 and $20.4, with an estimated average price of $14.85.

Sold Out: Fifth Wall Acquisition Corp I (FWAA)

Woodson Capital Management, LP sold out a holding in Fifth Wall Acquisition Corp I. The sale prices were between $10.97 and $12.84, with an estimated average price of $12.07.

Sold Out: Rice Acquisition Corp (RICE)

Woodson Capital Management, LP sold out a holding in Rice Acquisition Corp. The sale prices were between $14.54 and $18.5, with an estimated average price of $16.86.



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