Woodson Capital Management, LP Hedge Fund

CIK: 0001697848 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $599,461 (100.0% shares, 0.0% debt)

Holdings (27)

TPR TAPESTRY INC 10.1%

Value ($000) $60,589 Shares 690,000 Est. Cost $45.61 Unrealized +64.3%

RDDT REDDIT INC 8.4%

Value ($000) $50,140 Shares 333,000 Est. Cost $98.69 Unrealized +14.9%

TPR TAPESTRY INC 7.0%

Value ($000) $42,149 Shares 480,000 Est. Cost $45.61 Unrealized +64.3%

AMZN AMAZON COM INC 6.2%

Value ($000) $37,077 Shares 169,000 Est. Cost $200.45 Unrealized -1.3%

COCO VITA COCO CO INC 5.6%

Value ($000) $33,463 Shares 926,942 Est. Cost $28.70 Unrealized +16.4%

AS AMER SPORTS INC 5.4%

Value ($000) $32,640 Shares 842,100 Est. Cost $14.91 Unrealized +106.3%

REAL THE REALREAL INC 5.1%

Value ($000) $30,656 Shares 6,400,000 Est. Cost $4.09 Unrealized +34.5%

GPGI COMPOSECURE INC 4.7%

Value ($000) $28,180 Shares 2,000,000 Est. Cost $10.90 Unrealized +12.5%

URBN URBAN OUTFITTERS INC 4.5%

Value ($000) $27,203 Shares 375,000 Est. Cost $41.04 Unrealized +46.3%

XYZ BLOCK INC 4.4%

Value ($000) $26,493 Shares 390,000 Est. Cost $65.23 Unrealized -10.8%

GPI GROUP 1 AUTOMOTIVE INC 4.2%

Value ($000) $25,329 Shares 58,000 Est. Cost $271.05 Unrealized +54.8%

U UNITY SOFTWARE INC 4.0%

Value ($000) $24,200 Shares 1,000,000 Est. Cost $22.49 Unrealized -2.2%

LUXE LUXEXPERIENCE BV 3.9%

Value ($000) $23,550 Shares 2,965,964 Est. Cost $7.36 Unrealized —

BLDR BUILDERS FIRSTSOURCE INC 3.9%

Value ($000) $23,338 Shares 200,000 Est. Cost $108.24 Unrealized +6.6%

WWW WOLVERINE WORLD WIDE INC 3.5%

Value ($000) $21,140 Shares 1,169,228 Est. Cost $15.01 Unrealized 0.0%

AER AERCAP HOLDINGS NV 3.3%

Value ($000) $19,773 Shares 169,000 Est. Cost $88.61 Unrealized +21.6%

FOR FORESTAR GROUP INC 2.4%

Value ($000) $14,400 Shares 720,000 Est. Cost $30.02 Unrealized -34.2%

SG SWEETGREEN INC 2.0%

Value ($000) $12,171 Shares 817,942 Est. Cost $16.48 Unrealized 0.0%

GRMN GARMIN LTD 2.0%

Value ($000) $11,897 Shares 57,000 Est. Cost $196.09 Unrealized 0.0%

FOXF FOX FACTORY HLDG CORP 1.9%

Value ($000) $11,673 Shares 450,000 Est. Cost $23.43 Unrealized 0.0%

ESTA ESTABLISHMENT LABS HLDGS INC 1.6%

Value ($000) $9,610 Shares 225,000 Est. Cost $34.87 Unrealized 0.0%

RDW REDWIRE CORPORATION 1.4%

Value ($000) $8,150 Shares 500,000 Est. Cost $13.03 Unrealized 0.0%

NAGE NIAGEN BIOSCIENCE INC 1.2%

Value ($000) $7,205 Shares 500,000 Est. Cost $9.87 Unrealized 0.0%

SBUX STARBUCKS CORP 1.1%

Value ($000) $6,872 Shares 75,000 Est. Cost $78.59 Unrealized +8.4%

DMRC DIGIMARC CORP NEW 0.7%

Value ($000) $4,491 Shares 340,000 Est. Cost $28.65 Unrealized -55.2%

SOUN SOUNDHOUND AI INC 0.7%

Value ($000) $4,429 Shares 412,724 Est. Cost $10.44 Unrealized -9.8%

RHLD RESOLUTE HLDGS MGMT INC 0.4%

Value ($000) $2,645 Shares 83,000 Est. Cost $36.06 Unrealized -15.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TPR	TAPESTRY INC	690,000	$60,589	10.1%	$45.61	+64.3%	COM	876030107
RDDT	REDDIT INC	333,000	$50,140	8.4%	$98.69	+14.9%	CL A	75734B100
TPR	TAPESTRY INC	480,000	$42,149	7.0%	$45.61	+64.3%	Call	876030107
AMZN	AMAZON COM INC	169,000	$37,077	6.2%	$200.45	-1.3%	COM	023135106
COCO	VITA COCO CO INC	926,942	$33,463	5.6%	$28.70	+16.4%	COM	92846Q107
AS	AMER SPORTS INC	842,100	$32,640	5.4%	$14.91	+106.3%	COM SHS	G0260P102
REAL	THE REALREAL INC	6,400,000	$30,656	5.1%	$4.09	+34.5%	COM	88339P101
GPGI	COMPOSECURE INC	2,000,000	$28,180	4.7%	$10.90	+12.5%	COM CL A	20459V105
URBN	URBAN OUTFITTERS INC	375,000	$27,203	4.5%	$41.04	+46.3%	COM	917047102
XYZ	BLOCK INC	390,000	$26,493	4.4%	$65.23	-10.8%	CL A	852234103
GPI	GROUP 1 AUTOMOTIVE INC	58,000	$25,329	4.2%	$271.05	+54.8%	COM	398905109
U	UNITY SOFTWARE INC	1,000,000	$24,200	4.0%	$22.49	-2.2%	COM	91332U101
LUXE	LUXEXPERIENCE BV	2,965,964	$23,550	3.9%	$7.36	—	SPONSORED ADS	55406W103
BLDR	BUILDERS FIRSTSOURCE INC	200,000	$23,338	3.9%	$108.24	+6.6%	COM	12008R107
WWW	WOLVERINE WORLD WIDE INC	1,169,228	$21,140	3.5%	$15.01	0.0%	COM	978097103
AER	AERCAP HOLDINGS NV	169,000	$19,773	3.3%	$88.61	+21.6%	SHS	N00985106
FOR	FORESTAR GROUP INC	720,000	$14,400	2.4%	$30.02	-34.2%	COM	346232101
SG	SWEETGREEN INC	817,942	$12,171	2.0%	$16.48	0.0%	COM CL A	87043Q108
GRMN	GARMIN LTD	57,000	$11,897	2.0%	$196.09	0.0%	SHS	H2906T109
FOXF	FOX FACTORY HLDG CORP	450,000	$11,673	1.9%	$23.43	0.0%	COM	35138V102
ESTA	ESTABLISHMENT LABS HLDGS INC	225,000	$9,610	1.6%	$34.87	0.0%	COM	G31249108
RDW	REDWIRE CORPORATION	500,000	$8,150	1.4%	$13.03	0.0%	COM	75776W103
NAGE	NIAGEN BIOSCIENCE INC	500,000	$7,205	1.2%	$9.87	0.0%	COM NEW	171077407
SBUX	STARBUCKS CORP	75,000	$6,872	1.1%	$78.59	+8.4%	COM	855244109
DMRC	DIGIMARC CORP NEW	340,000	$4,491	0.7%	$28.65	-55.2%	COM	25381B101
SOUN	SOUNDHOUND AI INC	412,724	$4,429	0.7%	$10.44	-9.8%	CLASS A COM	836100107
RHLD	RESOLUTE HLDGS MGMT INC	83,000	$2,645	0.4%	$36.06	-15.1%	COM	76134H101