Woodson Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$599.5M
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPRTAPESTRY INC | 1,170,000 | $102.7M | 17.14% | Call |
| 2 | RDDTREDDIT INC | 333,000 | $50.1M | 8.36% | |
| 3 | AMZNAMAZON COM INC | 169,000 | $37.1M | 6.18% | |
| 4 | COCOVITA COCO CO INC | 926,942 | $33.5M | 5.58% | |
| 5 | ASAMER SPORTS INC | 842,100 | $32.6M | 5.44% | |
| 6 | REALTHE REALREAL INC | 6,400,000 | $30.7M | 5.11% | |
| 7 | GPGICOMPOSECURE INC | 2,000,000 | $28.2M | 4.70% | |
| 8 | URBNURBAN OUTFITTERS INC | 375,000 | $27.2M | 4.54% | |
| 9 | XYZBLOCK INC | 390,000 | $26.5M | 4.42% | |
| 10 | GPIGROUP 1 AUTOMOTIVE INC | 58,000 | $25.3M | 4.23% | |
| 11 | UUNITY SOFTWARE INC | 1,000,000 | $24.2M | 4.04% | |
| 12 | LUXELUXEXPERIENCE BV | 2,965,964 | $23.5M | 3.93% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 200,000 | $23.3M | 3.89% | |
| 14 | WWWWOLVERINE WORLD WIDE INC | 1,169,228 | $21.1M | 3.53% | |
| 15 | AERAERCAP HOLDINGS NV | 169,000 | $19.8M | 3.30% | |
| 16 | FORFORESTAR GROUP INC | 720,000 | $14.4M | 2.40% | |
| 17 | SGSWEETGREEN INC | 817,942 | $12.2M | 2.03% | |
| 18 | GRMNGARMIN LTD | 57,000 | $11.9M | 1.98% | |
| 19 | FOXFFOX FACTORY HLDG CORP | 450,000 | $11.7M | 1.95% | |
| 20 | ESTAESTABLISHMENT LABS HLDGS INC | 225,000 | $9.6M | 1.60% | |
| 21 | RDWREDWIRE CORPORATION | 500,000 | $8.2M | 1.36% | |
| 22 | NAGENIAGEN BIOSCIENCE INC | 500,000 | $7.2M | 1.20% | |
| 23 | SBUXSTARBUCKS CORP | 75,000 | $6.9M | 1.15% | |
| 24 | DMRCDIGIMARC CORP NEW | 340,000 | $4.5M | 0.75% | |
| 25 | SOUNSOUNDHOUND AI INC | 412,724 | $4.4M | 0.74% | |
| 26 | RHLDRESOLUTE HLDGS MGMT INC | 83,000 | $2.6M | 0.44% |