13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000918
Total Value
$621.3M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAPESTRY INC | TPR | 780,000 | $51.0M | 8.20% |
| 2 | THE REALREAL INC | 88339P101 | 3,350,000 | $36.6M | 5.89% |
| 3 | REDDIT INC | RDDT | 210,000 | $34.3M | 5.52% |
| 4 | URBAN OUTFITTERS INC | URBN | 586,789 | $32.2M | 5.18% |
| 5 | AMAZON COM INC | AMZN | 140,000 | $30.7M | 4.94% |
| 6 | DESPEGAR COM CORP | G27358103 | 1,564,269 | $30.1M | 4.85% |
| 7 | AMER SPORTS INC | AS | 1,050,000 | $29.4M | 4.72% |
| 8 | GROUP 1 AUTOMOTIVE INC | GPI | 68,000 | $28.7M | 4.61% |
| 9 | SOUNDHOUND AI INC | SOUNW | 1,350,000 | $26.8M | 4.31% |
| 10 | VITA COCO CO INC | COCO | 709,615 | $26.2M | 4.22% |
| 11 | TAPESTRY INC | TPR | 400,000 | $26.1M | 4.21% |
| 12 | RUMBLE INC | RUMBW | 2,000,000 | $26.0M | 4.19% |
| 13 | BLOCK INC | BSQKZ | 300,000 | $25.5M | 4.10% |
| 14 | ALPHABET INC | GOOG | 108,000 | $20.4M | 3.29% |
| 15 | NEBIUS GROUP N.V. | NBIS | 730,000 | $20.2M | 3.25% |
| 16 | DIGIMARC CORP NEW | DMRC | 521,211 | $19.5M | 3.14% |
| 17 | COMPOSECURE INC | 20459V105 | 1,250,000 | $19.2M | 3.08% |
| 18 | AERCAP HOLDINGS NV | AER | 188,000 | $18.0M | 2.90% |
| 19 | FORESTAR GROUP INC | FOR | 500,000 | $13.0M | 2.09% |
| 20 | BUILDERS FIRSTSOURCE INC | BLDR | 90,000 | $12.9M | 2.07% |
| 21 | TRIUMPH FINANCIAL INC | TFIN-P | 140,000 | $12.7M | 2.05% |
| 22 | MYT NETHERLANDS PARENT B V | 55406W103 | 1,676,878 | $11.9M | 1.92% |
| 23 | DESPEGAR COM CORP | G27358103 | 510,000 | $9.8M | 1.58% |
| 24 | SHARKNINJA INC | SN | 90,000 | $8.8M | 1.41% |
| 25 | CHARTER COMMUNICATIONS INC N | 16119P108 | 24,000 | $8.2M | 1.32% |
| 26 | STARBUCKS CORP | SBUX | 90,000 | $8.2M | 1.32% |
| 27 | WALMART INC | WMT | 81,000 | $7.3M | 1.18% |
| 28 | DELTA AIR LINES INC DEL | DAL | 120,000 | $7.3M | 1.17% |
| 29 | MERITAGE HOMES CORP | MTH | 38,300 | $5.9M | 0.95% |
| 30 | HOVNANIAN ENTERPRISES INC | HOVVB | 35,500 | $4.8M | 0.76% |
| 31 | SYMBOTIC INC | SYM | 154,100 | $3.7M | 0.59% |
| 32 | DECKERS OUTDOOR CORP | DECK | 15,000 | $3.0M | 0.49% |
| 33 | SOUNDHOUND AI INC | SOUNW | 104,103 | $2.1M | 0.33% |
| 34 | BLINK CHARGING CO | BLNK | 699,900 | $972,861 | 0.16% |