13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001172661-25-004450
Total Value
$556.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAPESTRY INC | TPR | 360,000 | $40.8M | 7.33% |
| 2 | VITA COCO CO INC | COCO | 880,000 | $37.4M | 6.72% |
| 3 | THE REALREAL INC | 88339P101 | 3,500,000 | $37.2M | 6.69% |
| 4 | BLOCK INC | BSQKZ | 450,000 | $32.5M | 5.85% |
| 5 | COMPOSECURE INC | 20459V105 | 1,500,000 | $31.2M | 5.61% |
| 6 | LUXEXPERIENCE BV | 55406W103 | 3,385,000 | $28.8M | 5.17% |
| 7 | AMAZON COM INC | AMZN | 130,000 | $28.5M | 5.13% |
| 8 | AMER SPORTS INC | AS | 800,000 | $27.8M | 5.00% |
| 9 | REDDIT INC | RDDT | 120,000 | $27.6M | 4.96% |
| 10 | GROUP 1 AUTOMOTIVE INC | GPI | 60,000 | $26.3M | 4.72% |
| 11 | GARMIN LTD | GRMN | 100,000 | $24.6M | 4.43% |
| 12 | TAPESTRY INC | TPR | 215,000 | $24.3M | 4.38% |
| 13 | UNITY SOFTWARE INC | U | 575,000 | $23.0M | 4.14% |
| 14 | WOLVERINE WORLD WIDE INC | WWW | 820,000 | $22.5M | 4.04% |
| 15 | ESTABLISHMENT LABS HLDGS INC | ESTA | 480,000 | $19.7M | 3.54% |
| 16 | AERCAP HOLDINGS NV | AER | 142,069 | $17.2M | 3.09% |
| 17 | BUILDERS FIRSTSOURCE INC | BLDR | 139,000 | $16.9M | 3.03% |
| 18 | FORESTAR GROUP INC | FOR | 625,000 | $16.6M | 2.99% |
| 19 | STARBUCKS CORP | SBUX | 180,000 | $15.2M | 2.74% |
| 20 | SWEETGREEN INC | SG | 1,875,000 | $15.0M | 2.69% |
| 21 | URBAN OUTFITTERS INC | URBN | 200,000 | $14.3M | 2.57% |
| 22 | FOX FACTORY HLDG CORP | FOXF | 420,000 | $10.2M | 1.83% |
| 23 | VITA COCO CO INC | COCO | 188,500 | $8.0M | 1.44% |
| 24 | SWEETGREEN INC | SG | 500,000 | $4.0M | 0.72% |
| 25 | DIGIMARC CORP NEW | DMRC | 250,000 | $2.4M | 0.44% |
| 26 | RESOLUTE HLDGS MGMT INC | 76134H101 | 33,000 | $2.4M | 0.43% |
| 27 | SOUNDHOUND AI INC | SOUNW | 118,166 | $1.9M | 0.34% |