Woodson Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Woodson Capital Management, LP

CIK Number: 0001697848

599.46M
Market Value
25
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 TPR Tapestry, Inc.
114.93
-0.55% 690K -22.91% 60.59M 49.12 10.11% Share
2 RDDT Reddit, Inc.
207.34
+3.20% 333K +2.66% 50.14M 81.5 8.36% Share
3 AMZN Amazon.com, Inc...
219.51
-1.3% 169K -15.71% 37.08M 198.82 6.18% Share
4 COCO The Vita Coco C...
42.52
-0.44% 926.94K +11.23% 33.46M 29.69 5.58% Share
5 AS Amer Sports, In...
34.37
-2.33% 842.1K -14.34% 32.64M 18.7 5.44% Share
6 REAL The RealReal, I...
10.99
-1.61% 6.4M +20.69% 30.66M 3.31 5.11% Share
7 CMPO CompoSecure, In...
20.36
-0.22% 2M +11.11% 28.18M 12.08 4.70% Share
8 URBN Urban Outfitter...
72.85
-0.38% 375K -0.52% 27.2M 44.27 4.54% Share
9 XYZ Block, Inc.
76.95
+0.19% 390K +11.43% 26.49M 65.57 4.42% Share
10 GPI Group 1 Automot...
447.40
+0.39% 58K -7.94% 25.33M 290.27 4.23% Share
11 U Unity Software ...
37.88
-3.12% 1M +18.62% 24.2M 20.31 4.04% Share
12 LUXE LuxExperience B...
7.92
+0.49% 2.97M +18.64% 23.55M 7.36 3.93% Share
13 BLDR Builders FirstS...
128.61
+0.70% 200K +33.33% 23.34M 97.44 3.89% Share
14 WWW Wolverine World...
25.34
-4.2% 1.17M +100.00% 21.14M 18.08 3.53% Share
15 AER AerCap Holdings...
125.53
+1.05% 169K -5.97% 19.77M 92.74 3.30% Share
16 FOR Forestar Group ...
27.04
+0.75% 720K +14.47% 14.4M 31.66 2.40% Share
17 SG Sweetgreen, Inc...
8.23
+1.35% 817.94K +100.00% 12.17M 14.88 2.03% Share
18 GRMN Garmin Ltd.
256.92
-0.32% 57K +100.00% 11.9M 208.72 1.98% Share
19 FOXF Fox Factory Hol...
25.60
+1.67% 450K +100.00% 11.67M 25.94 1.95% Share
20 ESTA Establishment L...
41.43
-1.89% 225K +100.00% 9.61M 42.71 1.60% Share
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