Q2 2025 · 13F-HR
Woodson Capital Management, LPholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003354
$599.5M
Reported value
27
Positions
2025-06-30
Period end
The Brief · Woodson Capital Management, LP · Q2 2025
AI · grounded in 13F
Woodson Capital Management, LP established a new position in Tapestry Inc TPR valued at $102.7M. The fund also initiated new stakes in Reddit Inc RDDT for $50.1M and Amazon Com Inc AMZN for $37.1M. Additional new positions include Vita Coco Co Inc COCO at $33.5M and Amer Sports Inc at $32.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 876030107 | TPR | TAPESTRY INC | $60.6M | 10.1% | 690,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $50.1M | 8.36% | 333,000 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $42.1M | 7.03% | 480,000 | CALL | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $37.1M | 6.19% | 169,000 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $33.5M | 5.58% | 926,942 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $32.6M | 5.44% | 842,100 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $30.7M | 5.11% | 6,400,000 | Common | SOLE |
| 20459V105 | GPGI | COMPOSECURE INC | $28.2M | 4.70% | 2,000,000 | Common | SOLE |
| 917047102 | URBN | URBAN OUTFITTERS INC | $27.2M | 4.54% | 375,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $26.5M | 4.42% | 390,000 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $25.3M | 4.23% | 58,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $24.2M | 4.04% | 1,000,000 | Common | SOLE |
| 55406W103 | LUXE | LUXEXPERIENCE BV | $23.5M | 3.93% | 2,965,964 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $23.3M | 3.89% | 200,000 | Common | SOLE |
| 978097103 | WWW | WOLVERINE WORLD WIDE INC | $21.1M | 3.53% | 1,169,228 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $19.8M | 3.30% | 169,000 | Common | SOLE |
| 346232101 | FOR | FORESTAR GROUP INC | $14.4M | 2.40% | 720,000 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $12.2M | 2.03% | 817,942 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD | $11.9M | 1.98% | 57,000 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $11.7M | 1.95% | 450,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $9.6M | 1.60% | 225,000 | Common | SOLE |
| 75776W103 | RDW | REDWIRE CORPORATION | $8.2M | 1.36% | 500,000 | Common | SOLE |
| 171077407 | NAGE | NIAGEN BIOSCIENCE INC | $7.2M | 1.20% | 500,000 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $6.9M | 1.15% | 75,000 | Common | SOLE |
| 25381B101 | DMRC | DIGIMARC CORP NEW | $4.5M | 0.75% | 340,000 | Common | SOLE |
| 836100107 | SOUN | SOUNDHOUND AI INC | $4.4M | 0.74% | 412,724 | Common | SOLE |
| 76134H101 | RHLD | RESOLUTE HLDGS MGMT INC | $2.6M | 0.44% | 83,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.