Woodson Remains Committed to Peloton

An inside look into how the exercise bicycle maker, as well as short selling, have impacted the Tiger Cub.

Alex Kraus/Bloomberg

Alex Kraus/Bloomberg

Peloton Interactive’s stock continues to play an important role in Woodson Capital Management’s portfolio.

The long-short firm headed by Tiger Cub Jim Davis was down about 15 percent in the first half of the year. And one-time high-flying Covid lockdown beneficiary Peloton accounted for a sizable portion of the loss, according to the firm’s first- and second-quarter letters, obtained by Institutional Investor.


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