Q4 2025 · 13F-HR
Woodson Capital Management, LPholdings as filed
Filed 2026-02-17 · accession 0001172661-26-000918
$721.6M
Reported value
32
Positions
2025-12-31
Period end
The Brief · Woodson Capital Management, LP · Q4 2025
AI · grounded in 13F
Woodson Capital Management, LP initiated a new position in TSLA valued at $59.4M. The fund also established new stakes in GOOGL for $25M and SIRI for $23.9M. On the sell side, the manager closed its position in Garmin Ltd, reducing exposure by $24.6M. Other exits included SBUX and URBN, which were liquidated for $15.2M and $14.2M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G0260P102 | AS | AMER SPORTS INC | $56.0M | 7.76% | 1,500,000 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $46.6M | 6.46% | 365,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $45.5M | 6.31% | 198,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $44.9M | 6.22% | 690,000 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $40.6M | 5.62% | 6,000,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $40.4M | 5.60% | 175,000 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $39.5M | 5.47% | 2,500,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $31.2M | 4.33% | 69,420 | Common | SOLE |
| 55406W103 | LUXE | LUXEXPERIENCE BV | $30.1M | 4.17% | 3,600,000 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $29.7M | 4.11% | 560,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $28.2M | 3.91% | 62,700 | CALL | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $27.3M | 3.79% | 375,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $25.0M | 3.47% | 80,000 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $24.2M | 3.35% | 61,500 | Common | SOLE |
| 829933100 | SIRI | SIRIUSXM HOLDINGS INC | $24.0M | 3.33% | 1,200,000 | PUT | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $22.3M | 3.09% | 155,000 | Common | SOLE |
| 100557107 | SAM | BOSTON BEER INC | $19.5M | 2.70% | 100,000 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $19.2M | 2.66% | 150,000 | CALL | SOLE |
| 82846H405 | QXO | QXO INC | $16.4M | 2.27% | 850,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $15.9M | 2.20% | 360,000 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $14.6M | 2.02% | 142,000 | Common | SOLE |
| 20459V105 | GPGI | COMPOSECURE INC | $14.3M | 1.98% | 740,000 | Common | SOLE |
| 88556E102 | TDUP | THREDUP INC | $11.5M | 1.59% | 1,800,000 | Common | SOLE |
| 978097103 | WWW | WOLVERINE WORLD WIDE INC | $10.9M | 1.51% | 600,000 | Common | SOLE |
| 346232101 | FOR | FORESTAR GROUP INC | $10.6M | 1.47% | 430,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $9.7M | 1.34% | 130,000 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $9.0M | 1.25% | 43,500 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $4.5M | 0.63% | 129,031 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $4.3M | 0.60% | 20,000 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $2.7M | 0.37% | 50,000 | CALL | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $1.8M | 0.25% | 500,000 | Common | SOLE |
| 76134H101 | RHLD | RESOLUTE HLDGS MGMT INC | $1.2M | 0.17% | 5,900 | 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.