Woodson Capital Management’s Leslie's LESL Stock Holding History

Woodson Capital Management’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,000	Closed	-$6.07M	–	44
2022 Q2	$6.07M	Sell	20,000 -22,500	-53%	-$8.4M	0.84%	34
2022 Q1	$16.5M	Sell	42,500 -10,971	-21%	-$4.56M	1.97%	17
2021 Q4	$25.3M	Sell	53,471 -16,529	-24%	-$7.13M	2.57%	16
2021 Q3	$28.8M	Buy	70,000 +18,858	+37%	+$9.03M	1.98%	16
2021 Q2	$28.1M	Sell	51,142 -11,358	-18%	-$6.23M	1.81%	19
2021 Q1	$30.6M	Sell	62,500 -27,500	-31%	-$14M	2.29%	16
2020 Q4	$50M	Buy	+90,000	New	+$40.5M	3.25%	11

Other funds holding LESL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Woodson Capital Management's LESL Position: Q3 2022 in Review

Woodson Capital Management sold out of Leslie's (LESL) in Q3 2022, closing a stake of 20,000 shares — an estimated $6.07M sold.

Woodson Capital Management first reported a position in LESL in Q4 2020 and held it in 7 quarters. The position peaked at $50M in Q4 2020. 231 funds tracked by Wall St. Rank hold LESL as of Q3 2022.

Woodson Capital Management reported no remaining Leslie's position as of Q3 2022 after selling out during the quarter.
Woodson Capital Management sold 20,000 Leslie's shares in Q3 2022, an estimated $6.07M.
Woodson Capital Management first reported a position in Leslie's in Q4 2020 and held it in 7 quarters.
Woodson Capital Management's Leslie's position peaked at $50M in Q4 2020.
231 funds tracked by Wall St. Rank held Leslie's as of Q3 2022.

Based on Woodson Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.