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.
The
