Woodson-Capital-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FOR",
  "RUM",
  "URBN",
  "U",
  null,
  null,
  "REAL",
  "SYM",
  "HOV",
  "AER",
  "SBUX",
  "TPR",
  "SOUN",
  "AS",
  "GPI",
  "AMZN",
  "COCO",
  "RDDT",
  "GAP",
  "MTH",
  null,
  "BLDR",
  "CMPO",
  "CROX",
  "DESP",
  "DMRC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 26
Total Value: 529244129
Accession Number: 0001172661-25-001943
Form Type: 13F-HR
CIK: woodson-capital-management-lp
Manager Name: Woodson-Capital-Management-Lp

Data Enrichment

88% identified

23 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $529.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 2

Sort by:

Meritage Homes CORP

MTH|59001A102

Shares:102.5K

Value:$7.3M

% of Portfolio:1.4% ($7.3M/$529.2M)

HOVNANIAN ENTERPRISES INC

HOV|442487401

Shares:65.4K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$529.2M)

Digimarc CORP

DMRC|25381B101

Shares:461.8K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$529.2M)

GAP INC

GAP|364760108

Shares:240.0K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$529.2M)

76134H101

Shares:119.0K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$529.2M)

Symbotic Inc.

SYM|87151X101

Shares:154.1K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$529.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meritage Homes CORP(MTHcusip59001A102)	102.5K	QoQ +167.62% (+64.2K) YoY +159.49% (+63.0K)	All Managers (Combined)	$7.3M	1.4% ($7.3M/$529.2M)	QoQ +23.32% (+$1.4M) YoY +4.82% (+$334.5K)
HOVNANIAN ENTERPRISES INC(HOVcusip442487401)	65.4K	QoQ +84.11% (+29.9K) YoY +60.98% (+24.8K)	All Managers (Combined)	$6.8M	1.3% ($6.8M/$529.2M)	QoQ +44.06% (+$2.1M) YoY +7.40% (+$472.1K)
Digimarc CORP(DMRCcusip25381B101)	461.8K	QoQ -11.38% (-59.4K) YoY +361.84% (+361.8K)	All Managers (Combined)	$5.9M	1.1% ($5.9M/$529.2M)	QoQ -69.66% (-$13.6M) YoY +117.83% (+$3.2M)
GAP INC(GAPcusip364760108)	240.0K	QoQ NEW(+240.0K) YoY NEW(+240.0K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$529.2M)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
(cusip76134H101)✕	119.0K	QoQ NEW(+119.0K) YoY NEW(+119.0K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$529.2M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
Symbotic Inc.(SYMcusip87151X101)	154.1K	QoQ 0.00% (-0) YoY NEW(+154.1K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$529.2M)	QoQ -14.76% (-$539.4K) YoY NEW(+$3.1M)