Woodson Capital Management, LP
CIK: 0001697848SEC EDGAR →
Portfolio Value
$722K
Holdings
29
As of
Q4 2025
New Positions
29
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TPRCall TAPESTRY INC | 515,000 | $66K | 9.12% |
| 2 | TSLACall TESLA INC | 132,120 | $59K | 8.23% |
| 3 | AMER SPORTS INC | 1,500,000 | $56K | 7.76% |
| 4 | REDDIT INC | 198,000 | $46K | 6.31% |
| 5 | BLOCK INC | 690,000 | $45K | 6.22% |
| 6 | SWEETGREEN INC | 6,000,000 | $41K | 5.62% |
| 7 | AMAZON COM INC | 175,000 | $40K | 5.60% |
| 8 | THE REALREAL INC | 2,500,000 | $39K | 5.47% |
| 9 | COCOCall VITA COCO CO INC | 610,000 | $32K | 4.48% |
| 10 | LUXEXPERIENCE BV | 3,600,000 | $30K | 4.17% |
Quarterly Changes
New Positions (29)
$66K · 515K shares
$59K · 132K shares
$56K · 1.5M shares
$46K · 198K shares
$45K · 690K shares
$41K · 6.0M shares
$40K · 175K shares
$39K · 2.5M shares
$32K · 610K shares
$30K · 3.6M shares
$27K · 375K shares
$25K · 80K shares
$24K · 62K shares
$24K · 1.2M shares
$22K · 155K shares
$20K · 100K shares
$16K · 850K shares
$16K · 360K shares
$15K · 142K shares
$14K · 740K shares
$12K · 1.8M shares
$11K · 600K shares
$11K · 430K shares
$10K · 130K shares
$9K · 44K shares
$5K · 129K shares
$4K · 20K shares
$2K · 500K shares
$1K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 12 | $392K | 54.3% |
| Communication Services | 3 | $95K | 13.1% |
| Technology | 4 | $75K | 10.4% |
| Industrials | 5 | $69K | 9.5% |
| Consumer Defensive | 2 | $52K | 7.2% |
| Healthcare | 1 | $27K | 3.8% |
| Real Estate | 2 | $12K | 1.7% |