Woodson Capital Management, LP
CIK: 0001697848Latest portfolio: $721.6M · Q4 2025
Holdings
29
Total Value
$721.6M
New Positions
29
Closed Positions
0
Top Holdings
View All 29 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TPRTAPESTRY INC | 515,000 | $65.8M | 9.12% | NEW | Call |
| 2 | TSLATESLA INC | 132,120 | $59.4M | 8.23% | NEW | Call |
| 3 | ASAMER SPORTS INC | 1,500,000 | $56.0M | 7.76% | NEW | |
| 4 | RDDTREDDIT INC | 198,000 | $45.5M | 6.31% | NEW | |
| 5 | XYZBLOCK INC | 690,000 | $44.9M | 6.22% | NEW | |
| 6 | SGSWEETGREEN INC | 6,000,000 | $40.6M | 5.62% | NEW | |
| 7 | AMZNAMAZON COM INC | 175,000 | $40.4M | 5.60% | NEW | |
| 8 | REALTHE REALREAL INC | 2,500,000 | $39.5M | 5.47% | NEW | |
| 9 | COCOVITA COCO CO INC | 610,000 | $32.3M | 4.48% | NEW | Call |
| 10 | LUXELUXEXPERIENCE BV | 3,600,000 | $30.1M | 4.17% | NEW | |
| 11 | ESTAESTABLISHMENT LABS HLDGS INC | 375,000 | $27.3M | 3.79% | NEW | |
| 12 | GOOGLALPHABET INC | 80,000 | $25.0M | 3.47% | NEW | |
| 13 | GPIGROUP 1 AUTOMOTIVE INC | 61,500 | $24.2M | 3.35% | NEW | |
| 14 | SIRISIRIUSXM HOLDINGS INC | 1,200,000 | $24.0M | 3.33% | NEW | Put |
| 15 | AERAERCAP HOLDINGS NV | 155,000 | $22.3M | 3.09% | NEW | |
| 16 | SAMBOSTON BEER INC | 100,000 | $19.5M | 2.70% | NEW | |
| 17 | QXOQXO INC | 850,000 | $16.4M | 2.27% | NEW | |
| 18 | UUNITY SOFTWARE INC | 360,000 | $15.9M | 2.20% | NEW | |
| 19 | BLDRBUILDERS FIRSTSOURCE INC | 142,000 | $14.6M | 2.02% | NEW | |
| 20 | GPGICOMPOSECURE INC | 740,000 | $14.3M | 1.98% | NEW | |
| 21 | TDUPTHREDUP INC | 1,800,000 | $11.5M | 1.59% | NEW | |
| 22 | WWWWOLVERINE WORLD WIDE INC | 600,000 | $10.9M | 1.51% | NEW | |
| 23 | FORFORESTAR GROUP INC | 430,000 | $10.6M | 1.47% | NEW | |
| 24 | AFRMAFFIRM HLDGS INC | 130,000 | $9.7M | 1.34% | NEW | |
| 25 | LULULULULEMON ATHLETICA INC | 43,500 | $9.0M | 1.25% | NEW |
Quarterly Changes
Sector Breakdown
Consumer Cyclical0.0% ($6.580159416560256e+48T)
Industrials0.0% ($222821639614610.2T)
Technology0.0% ($449121590.2T)
Communication Services0.0% ($455142.5T)
Consumer Defensive0.0% ($3.2T)
Real Estate0.0% ($105.9B)
Healthcare0.0% ($27.3M)
Filing History
Fund Information
Woodson Capital Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $721.6M across 29 holdings. The largest position is TAPESTRY INC (TPR), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 29 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.