Woodson Capital Management, LP 13F Holdings
CIK 0001697848
As of Sep 30, 2025, Woodson Capital Management, LP reported 24 positions worth $556.3M in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAPESTRY INC | TPR | Consumer Cyclical | 575,000 | $65.1M | 11.70% |
| VITA COCO COMPANY INC | COCO | Consumer Defensive | 1,068,500 | $45.4M | 8.16% |
| THEREALREAL INC | REAL | Consumer Cyclical | 3,500,000 | $37.2M | 6.69% |
| BLOCK INC | XYZ | Technology | 450,000 | $32.5M | 5.85% |
| COMPOSECURE INC | CMPO | Industrials | 1,500,000 | $31.2M | 5.61% |
| LUXEXPERIENCE BV | LUXE | Consumer Cyclical | 3,385,000 | $28.8M | 5.17% |
| AMAZON.COM INC | AMZN | Equity | 130,000 | $28.5M | 5.13% |
| AMER SPORTS INC | AS | Consumer Cyclical | 800,000 | $27.8M | 5.00% |
| REDDIT INC | RDDT | Communication Services | 120,000 | $27.6M | 4.96% |
| GROUP 1 AUTOMOTIVE INC | GPI | Consumer Cyclical | 60,000 | $26.3M | 4.72% |
| GARMIN LTD | GRMN | Technology | 100,000 | $24.6M | 4.43% |
| UNITY SOFTWARE INC | U | Technology | 575,000 | $23.0M | 4.14% |
| WOLVERINE WORLD WIDE INC | WWW | Consumer Cyclical | 820,000 | $22.5M | 4.04% |
| ESTABLISHMENT LABS HOLDINGS INC | ESTA | Healthcare | 480,000 |