Woodson Capital Management, LP
CIK Number: 0001697848
576.78M
Market Value
24
# of Holdings
5 months
Avg. Holding Period
48.78%
Win Rate
18.01%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TPR | Tapestry, Inc. | 84.16 | +6.65% | 780K | +16.28% | 50.96M | 45.98 | 8.20% |
| 2 | REAL | The RealReal, I... | 5.30 | +6.85% | 3.35M | -37.96% | 36.62M | 1.6 | 5.89% |
| 3 | RDDT | Reddit, Inc. | 126.15 | +6.74% | 210K | -26.31% | 34.32M | 65.92 | 5.52% |
| 4 | URBN | Urban Outfitter... | 70.77 | +4.06% | 586.79K | -21.76% | 32.2M | 44.27 | 5.18% |
| 5 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 140K | +96.02% | 30.71M | 202.52 | 4.94% |
| 6 | AS | Amer Sports, In... | 37.12 | +2.41% | 1.05M | +29.76% | 29.36M | 18.7 | 4.72% |
| 7 | GPI | Group 1 Automot... | 439.76 | +3.51% | 68K | -11.69% | 28.66M | 290.27 | 4.61% |
| 8 | COCO | The Vita Coco C... | 33.32 | +0.79% | 709.62K | +4.50% | 26.19M | 28.68 | 4.22% |
| 9 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 108K | -15.63% | 20.44M | 124.34 | 3.29% |
| 10 | DMRC | Digimarc Corpor... | 12.95 | +3.43% | 521.21K | +14.38% | 19.52M | 30.11 | 3.14% |
| 11 | CMPO | CompoSecure, In... | 13.81 | +1.13% | 1.25M | +62.34% | 19.16M | 14.52 | 3.08% |
| 12 | AER | AerCap Holdings... | 115.81 | -0.03% | 188K | -2.51% | 17.99M | 92.74 | 2.90% |
| 13 | FOR | Forestar Group ... | 19.78 | +0.20% | 500K | -10.71% | 12.96M | 36.5 | 2.09% |
| 14 | BLDR | Builders FirstS... | 111.64 | +0.31% | 90K | -20.39% | 12.86M | 68.41 | 2.07% |
| 15 | TFIN | Triumph Financi... | 58.17 | +1.50% | 140K | -28.75% | 12.72M | 66.52 | 2.05% |
| 16 | SN | SharkNinja, Inc... | 87.31 | +6.30% | 90K | +100.00% | 8.76M | 97.36 | 1.41% |
| 17 | CHTR | Charter Communi... | 374.83 | -3.57% | 24K | -17.24% | 8.23M | 324.08 | 1.32% |
| 18 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 90K | -5.84% | 8.21M | 79.38 | 1.32% |
| 19 | WMT | Walmart Inc. | 94.23 | -0.22% | 81K | -0.49% | 7.32M | 52.58 | 1.18% |
| 20 | DAL | Delta Air Lines... | 49.52 | +5.27% | 120K | +100.00% | 7.26M | 60.5 | 1.17% |
| 21 | MTH | Meritage Homes ... | 64.44 | -0.05% | 38.3K | +27.67% | 5.89M | 52.42 | 0.95% |
| 22 | HOV | Hovnanian Enter... | 97.46 | +4.63% | 35.5K | +18.33% | 4.75M | 69.63 | 0.76% |
| 23 | DECK | Deckers Outdoor... | 103.68 | +2.17% | 15K | -70.59% | 3.05M | 35.91 | 0.49% |
| 24 | SOUN | SoundHound AI, ... | 9.71 | +6.76% | 104.1K | +100.00% | 2.07M | 19.84 | 0.33% |