13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003354
Total Value
$599.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAPESTRY INC | TPR | 690,000 | $60.6M | 10.11% |
| 2 | REDDIT INC | RDDT | 333,000 | $50.1M | 8.36% |
| 3 | TAPESTRY INC | TPR | 480,000 | $42.1M | 7.03% |
| 4 | AMAZON COM INC | AMZN | 169,000 | $37.1M | 6.19% |
| 5 | VITA COCO CO INC | COCO | 926,942 | $33.5M | 5.58% |
| 6 | AMER SPORTS INC | AS | 842,100 | $32.6M | 5.44% |
| 7 | THE REALREAL INC | 88339P101 | 6,400,000 | $30.7M | 5.11% |
| 8 | COMPOSECURE INC | 20459V105 | 2,000,000 | $28.2M | 4.70% |
| 9 | URBAN OUTFITTERS INC | URBN | 375,000 | $27.2M | 4.54% |
| 10 | BLOCK INC | BSQKZ | 390,000 | $26.5M | 4.42% |
| 11 | GROUP 1 AUTOMOTIVE INC | GPI | 58,000 | $25.3M | 4.23% |
| 12 | UNITY SOFTWARE INC | U | 1,000,000 | $24.2M | 4.04% |
| 13 | LUXEXPERIENCE BV | 55406W103 | 2,965,964 | $23.5M | 3.93% |
| 14 | BUILDERS FIRSTSOURCE INC | BLDR | 200,000 | $23.3M | 3.89% |
| 15 | WOLVERINE WORLD WIDE INC | WWW | 1,169,228 | $21.1M | 3.53% |
| 16 | AERCAP HOLDINGS NV | AER | 169,000 | $19.8M | 3.30% |
| 17 | FORESTAR GROUP INC | FOR | 720,000 | $14.4M | 2.40% |
| 18 | SWEETGREEN INC | SG | 817,942 | $12.2M | 2.03% |
| 19 | GARMIN LTD | GRMN | 57,000 | $11.9M | 1.98% |
| 20 | FOX FACTORY HLDG CORP | FOXF | 450,000 | $11.7M | 1.95% |
| 21 | ESTABLISHMENT LABS HLDGS INC | ESTA | 225,000 | $9.6M | 1.60% |
| 22 | REDWIRE CORPORATION | RDW | 500,000 | $8.2M | 1.36% |
| 23 | NIAGEN BIOSCIENCE INC | NAGE | 500,000 | $7.2M | 1.20% |
| 24 | STARBUCKS CORP | SBUX | 75,000 | $6.9M | 1.15% |
| 25 | DIGIMARC CORP NEW | DMRC | 340,000 | $4.5M | 0.75% |
| 26 | SOUNDHOUND AI INC | SOUNW | 412,724 | $4.4M | 0.74% |
| 27 | RESOLUTE HLDGS MGMT INC | 76134H101 | 83,000 | $2.6M | 0.44% |