Woodson Capital Management’s RH RH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-32,000	Closed	-$7.87M	–	42
2022 Q3	$7.87M	Buy	+32,000	New	+$8.64M	1.26%	28
2022 Q1	–	Sell	-44,000	Closed	-$23.6M	–	39
2021 Q4	$23.6M	Sell	44,000 -15,000	-25%	-$9.23M	2.39%	18
2021 Q3	$39.3M	Buy	59,000 +21,000	+55%	+$14.5M	2.72%	13
2021 Q2	$25.8M	Sell	38,000 -86,000	-69%	-$55.8M	1.66%	21
2021 Q1	$74M	Sell	124,000 -21,000	-14%	-$10.4M	5.54%	4
2020 Q4	$64.9M	Sell	145,000 -73,200	-34%	-$30.2M	4.22%	8
2020 Q3	$83.5M	Buy	+218,200	New	+$68.8M	4.77%	7
2017 Q2	–	Sell	-46,000	Closed	-$2.13M	–	36
2017 Q1	$2.13M	Buy	+46,000	New	+$1.42M	1.73%	21

Other funds holding RH

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Woodson Capital Management's RH Position: Q4 2022 in Review

Woodson Capital Management sold out of RH (RH) in Q4 2022, closing a stake of 32,000 shares — an estimated $7.87M sold.

Woodson Capital Management first reported a position in RH in Q1 2017 and held it in 8 quarters. The position peaked at $83.5M in Q3 2020. 417 funds tracked by Wall St. Rank hold RH as of Q4 2022.

Woodson Capital Management reported no remaining RH position as of Q4 2022 after selling out during the quarter.
Woodson Capital Management sold 32,000 RH shares in Q4 2022, an estimated $7.87M.
Woodson Capital Management first reported a position in RH in Q1 2017 and held it in 8 quarters.
Woodson Capital Management's RH position peaked at $83.5M in Q3 2020.
417 funds tracked by Wall St. Rank held RH as of Q4 2022.

Based on Woodson Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.