Woodson Capital Management, LP Buys Crocs Inc, Stitch Fix Inc, CarGurus Inc, Sells Vanguard REIT ETF, Interactive Brokers Group Inc, Funko Inc

• New Purchases: SFIX, COTY, CVNA, Z, WORK,
• Added Positions: CROX, CARG, TACO, RYAAY, GOOGL, DLTR, NOMD, FIZZ, AMZN, OOMA,
• Reduced Positions: IBKR, FNKO, SMPL, PLAY, DAL, DLB, SPR,
• Sold Out: VNQ, GOOG, URBN, HOME, LOVE,

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. Crocs Inc (CROX) - 2,814,775 shares, 9.50% of the total portfolio. Shares added by 234.12%
2. CarGurus Inc (CARG) - 1,147,033 shares, 7.08% of the total portfolio. Shares added by 118.88%
3. Ryanair Holdings PLC (RYAAY) - 600,000 shares, 6.57% of the total portfolio. Shares added by 32.39%
4. Alphabet Inc (GOOGL) - 34,000 shares, 6.29% of the total portfolio. Shares added by 25.93%
5. Funko Inc (FNKO) - 1,366,280 shares, 5.65% of the total portfolio. Shares reduced by 24.61%

Woodson Capital Management, LP initiated holding in Stitch Fix Inc. The purchase prices were between $22.13 and $31.99, with an estimated average price of $26.75. The stock is now traded at around $20.25. The impact to a portfolio due to this purchase was 4.43%. The holding were 810,696 shares as of .

Woodson Capital Management, LP initiated holding in Coty Inc. The purchase prices were between $10.82 and $13.73, with an estimated average price of $12.29. The stock is now traded at around $9.01. The impact to a portfolio due to this purchase was 2.72%. The holding were 1,190,102 shares as of .

Woodson Capital Management, LP initiated holding in Carvana Co. The purchase prices were between $57.88 and $75.23, with an estimated average price of $64.12. The stock is now traded at around $78.92. The impact to a portfolio due to this purchase was 2.3%. The holding were 215,000 shares as of .

Woodson Capital Management, LP initiated holding in Zillow Group Inc. The purchase prices were between $32.33 and $47.14, with an estimated average price of $39.8. The stock is now traded at around $34.45. The impact to a portfolio due to this purchase was 1.98%. The holding were 250,000 shares as of .

Woodson Capital Management, LP initiated holding in Slack Technologies Inc. The purchase prices were between $35.2 and $38.62, with an estimated average price of $36.82. The stock is now traded at around $30.16. The impact to a portfolio due to this purchase was 1.6%. The holding were 250,000 shares as of .

Woodson Capital Management, LP added to a holding in Crocs Inc by 234.12%. The purchase prices were between $17.76 and $29.18, with an estimated average price of $23.21. The stock is now traded at around $23.57. The impact to a portfolio due to this purchase was 6.66%. The holding were 2,814,775 shares as of .

Woodson Capital Management, LP added to a holding in CarGurus Inc by 118.88%. The purchase prices were between $33.52 and $41.45, with an estimated average price of $37.5. The stock is now traded at around $31.09. The impact to a portfolio due to this purchase was 3.85%. The holding were 1,147,033 shares as of .

Woodson Capital Management, LP added to a holding in Del Taco Restaurants Inc by 208.88%. The purchase prices were between $9.79 and $12.82, with an estimated average price of $10.93. The stock is now traded at around $10.66. The impact to a portfolio due to this purchase was 1.7%. The holding were 1,152,674 shares as of .

Woodson Capital Management, LP added to a holding in Ryanair Holdings PLC by 32.39%. The purchase prices were between $62 and $83.23, with an estimated average price of $70.99. The stock is now traded at around $58.38. The impact to a portfolio due to this purchase was 1.61%. The holding were 600,000 shares as of .

Woodson Capital Management, LP added to a holding in Alphabet Inc by 25.93%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1169.32. The impact to a portfolio due to this purchase was 1.3%. The holding were 34,000 shares as of .

Woodson Capital Management, LP added to a holding in Dollar Tree Inc by 45.99%. The purchase prices were between $95.32 and $112.71, with an estimated average price of $105.15. The stock is now traded at around $93.14. The impact to a portfolio due to this purchase was 1.16%. The holding were 200,000 shares as of .

Woodson Capital Management, LP sold out a holding in Vanguard REIT ETF. The sale prices were between $84.55 and $91.52, with an estimated average price of $87.51.

Woodson Capital Management, LP sold out a holding in Alphabet Inc. The sale prices were between $1036.23 and $1287.58, with an estimated average price of $1154.77.

Woodson Capital Management, LP sold out a holding in Urban Outfitters Inc. The sale prices were between $22.47 and $33.95, with an estimated average price of $27.1.

Woodson Capital Management, LP sold out a holding in At Home Group Inc. The sale prices were between $6.61 and $24.5, with an estimated average price of $17.84.

Woodson Capital Management, LP sold out a holding in The Lovesac Co. The sale prices were between $28.18 and $44.96, with an estimated average price of $34.33.