13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001943
Total Value
$576.8M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CROCS INC | CROX | 612,500 | $65.0M | 11.28% |
| 2 | TAPESTRY INC | TPR | 895,000 | $63.0M | 10.93% |
| 3 | TAPESTRY INC | TPR | 647,900 | $45.6M | 7.91% |
| 4 | AMAZON COM INC | AMZN | 200,500 | $38.1M | 6.61% |
| 5 | REDDIT INC | RDDT | 324,384 | $34.0M | 5.90% |
| 6 | THE REALREAL INC | 88339P101 | 5,302,828 | $28.6M | 4.96% |
| 7 | AMER SPORTS INC | AS | 983,058 | $26.3M | 4.56% |
| 8 | VITA COCO CO INC | COCO | 833,366 | $25.5M | 4.43% |
| 9 | GROUP 1 AUTOMOTIVE INC | GPI | 63,000 | $24.1M | 4.17% |
| 10 | URBAN OUTFITTERS INC | URBN | 376,942 | $19.8M | 3.42% |
| 11 | COMPOSECURE INC | 20459V105 | 1,800,000 | $19.6M | 3.39% |
| 12 | BLOCK INC | BSQKZ | 350,000 | $19.0M | 3.30% |
| 13 | MYT NETHERLANDS PARENT B V | 55406W103 | 2,500,000 | $18.9M | 3.28% |
| 14 | BUILDERS FIRSTSOURCE INC | BLDR | 150,000 | $18.7M | 3.25% |
| 15 | AERCAP HOLDINGS NV | AER | 179,731 | $18.4M | 3.18% |
| 16 | UNITY SOFTWARE INC | U | 843,058 | $16.5M | 2.86% |
| 17 | DESPEGAR COM CORP | G27358103 | 800,000 | $15.0M | 2.61% |
| 18 | RUMBLE INC | RUMBW | 2,000,000 | $14.1M | 2.45% |
| 19 | FORESTAR GROUP INC | FOR | 629,000 | $13.3M | 2.31% |
| 20 | SOUNDHOUND AI INC | SOUNW | 1,350,000 | $11.0M | 1.90% |
| 21 | STARBUCKS CORP | SBUX | 86,000 | $8.4M | 1.46% |
| 22 | MERITAGE HOMES CORP | MTH | 102,500 | $7.3M | 1.26% |
| 23 | HOVNANIAN ENTERPRISES INC | HOVVB | 65,360 | $6.8M | 1.19% |
| 24 | DIGIMARC CORP NEW | DMRC | 461,847 | $5.9M | 1.03% |
| 25 | GAP INC | GAP | 240,000 | $4.9M | 0.86% |
| 26 | RESOLUTE HLDGS MGMT INC | 76134H101 | 118,998 | $3.7M | 0.65% |
| 27 | SYMBOTIC INC | SYM | 154,100 | $3.1M | 0.54% |
| 28 | SOUNDHOUND AI INC | SOUNW | 235,592 | $1.9M | 0.33% |