Woodson Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$576.8M
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPRTAPESTRY INC | 1,542,900 | $108.6M | 18.83% | Call |
| 2 | CROXCROCS INC | 612,500 | $65.0M | 11.28% | Put |
| 3 | AMZNAMAZON COM INC | 200,500 | $38.1M | 6.61% | |
| 4 | RDDTREDDIT INC | 324,384 | $34.0M | 5.90% | |
| 5 | REALTHE REALREAL INC | 5,302,828 | $28.6M | 4.96% | |
| 6 | ASAMER SPORTS INC | 983,058 | $26.3M | 4.56% | |
| 7 | COCOVITA COCO CO INC | 833,366 | $25.5M | 4.43% | |
| 8 | GPIGROUP 1 AUTOMOTIVE INC | 63,000 | $24.1M | 4.17% | |
| 9 | URBNURBAN OUTFITTERS INC | 376,942 | $19.8M | 3.42% | |
| 10 | GPGICOMPOSECURE INC | 1,800,000 | $19.6M | 3.39% | |
| 11 | XYZBLOCK INC | 350,000 | $19.0M | 3.30% | |
| 12 | LUXEMYT NETHERLANDS PARENT B V | 2,500,000 | $18.9M | 3.28% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 150,000 | $18.7M | 3.25% | |
| 14 | AERAERCAP HOLDINGS NV | 179,731 | $18.4M | 3.18% | |
| 15 | UUNITY SOFTWARE INC | 843,058 | $16.5M | 2.86% | |
| 16 | DESPDESPEGAR COM CORP | 800,000 | $15.0M | 2.61% | |
| 17 | RUMRUMBLE INC | 2,000,000 | $14.1M | 2.45% | Put |
| 18 | FORFORESTAR GROUP INC | 629,000 | $13.3M | 2.31% | |
| 19 | SOUNSOUNDHOUND AI INC | 1,585,592 | $12.9M | 2.23% | Put |
| 20 | SBUXSTARBUCKS CORP | 86,000 | $8.4M | 1.46% | |
| 21 | MTHMERITAGE HOMES CORP | 102,500 | $7.3M | 1.26% | |
| 22 | HOVHOVNANIAN ENTERPRISES INC | 65,360 | $6.8M | 1.19% | |
| 23 | DMRCDIGIMARC CORP NEW | 461,847 | $5.9M | 1.03% | |
| 24 | GAPGAP INC | 240,000 | $4.9M | 0.86% | |
| 25 | RHLDRESOLUTE HLDGS MGMT INC | 118,998 | $3.7M | 0.65% | |
| 26 | SYMSYMBOTIC INC | 154,100 | $3.1M | 0.54% | Put |