Woodson Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Woodson Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 26 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $529,244.129K total value

26 positions

Manager:

SEC FilingSEC DataHachi Filing

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Crocs, Inc.

CROX|227046109

Shares:612.5K

Value:$65.0M

TAPESTRY, INC.

TPR|876030107

Shares:895.0K

Value:$63.0M

AMAZON COM INC

AMZN|023135106

Shares:200.5K

Value:$38.1M

Reddit, Inc.

RDDT|75734B100

Shares:324.4K

Value:$34.0M

TheRealReal, Inc.

REAL|88339P101

Shares:5.3M

Value:$28.6M

Amer Sports, Inc.

AS|G0260P102

Shares:983.1K

Value:$26.3M

Vita Coco Company, Inc.

COCO|92846Q107

Shares:833.4K

Value:$25.5M

GROUP 1 AUTOMOTIVE INC

GPI|398905109

Shares:63.0K

Value:$24.1M

URBAN OUTFITTERS INC

URBN|917047102

Shares:376.9K

Value:$19.8M

CompoSecure, Inc.

CMPO|20459V105

Shares:1.8M

Value:$19.6M

852234103

Shares:350.0K

Value:$19.0M

55406W103

Shares:2.5M

Value:$18.9M

Builders FirstSource, Inc.

BLDR|12008R107

Shares:150.0K

Value:$18.7M

AerCap Holdings N.V.

AER|N00985106

Shares:179.7K

Value:$18.4M

Unity Software Inc.

U|91332U101

Shares:843.1K

Value:$16.5M

Despegar.com, Corp.

DESP|G27358103

Shares:800.0K

Value:$15.0M

Rumble Inc.

RUM|78137L105

Shares:2.0M

Value:$14.1M

Forestar Group Inc.

FOR|346232101

Shares:629.0K

Value:$13.3M

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:1.4M

Value:$11.0M

STARBUCKS CORP

SBUX|855244109

Shares:86.0K

Value:$8.4M

Instrument	Shares		Other Manager	Value
Crocs, Inc.(CROXcusip227046109)	612.5K	QoQ NEW(+612.5K) YoY NEW(+612.5K)	All Managers (Combined)	$65.0M	QoQ NEW(+$65.0M) YoY NEW(+$65.0M)
TAPESTRY, INC.(TPRcusip876030107)	895.0K	QoQ +123.75% (+495.0K) YoY +347.50% (+695.0K)	All Managers (Combined)	$63.0M	QoQ +141.14% (+$36.9M) YoY +563.61% (+$53.5M)
AMAZON COM INC(AMZNcusip023135106)	200.5K	QoQ +43.21% (+60.5K) YoY NEW(+200.5K)	All Managers (Combined)	$38.1M	QoQ +24.19% (+$7.4M) YoY NEW(+$38.1M)
Reddit, Inc.(RDDTcusip75734B100)	324.4K	QoQ +54.46% (-114.4K) YoY NEW(+324.4K)	All Managers (Combined)	$34.0M	QoQ -0.85% (-$294.5K) YoY NEW(+$34.0M)
TheRealReal, Inc.(REALcusip88339P101)	5.3M	QoQ +58.29% (-2.0M) YoY +6.05% (+302.8K)	All Managers (Combined)	$28.6M	QoQ -21.93% (-$8.0M) YoY +46.20% (+$9.0M)
Amer Sports, Inc.(AScusipG0260P102)	983.1K	QoQ -6.37% (-66.9K) YoY NEW(+983.1K)	All Managers (Combined)	$26.3M	QoQ -10.49% (-$3.1M) YoY NEW(+$26.3M)
Vita Coco Company, Inc.(COCOcusip92846Q107)	833.4K	QoQ +17.43% (-123.8K) YoY NEW(+833.4K)	All Managers (Combined)	$25.5M	QoQ -2.47% (-$649.2K) YoY NEW(+$25.5M)
GROUP 1 AUTOMOTIVE INC(GPIcusip398905109)	63.0K	QoQ -7.35% (-5.0K) YoY -55.78% (-79.5K)	All Managers (Combined)	$24.1M	QoQ -16.04% (-$4.6M) YoY -42.21% (-$17.6M)
URBAN OUTFITTERS INC(URBNcusip917047102)	376.9K	QoQ -35.76% (-209.8K) YoY -39.90% (-250.3K)	All Managers (Combined)	$19.8M	QoQ -38.66% (-$12.5M) YoY -27.47% (-$7.5M)
CompoSecure, Inc.(CMPOcusip20459V105)	1.8M	QoQ +44.00% (+550.0K) YoY NEW(+1.8M)	All Managers (Combined)	$19.6M	QoQ +2.10% (+$403.5K) YoY NEW(+$19.6M)
(cusip852234103)✕	350.0K	QoQ +16.66% (-50.0K) YoY NEW(+350.0K)	All Managers (Combined)	$19.0M	QoQ -25.42% (-$6.5M) YoY NEW(+$19.0M)
(cusip55406W103)✕	2.5M	QoQ +49.08% (+823.1K) YoY NEW(+2.5M)	All Managers (Combined)	$18.9M	QoQ +58.74% (+$7.0M) YoY NEW(+$18.9M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	150.0K	QoQ +66.66% (+60.0K) YoY +33.33% (-37.5K)	All Managers (Combined)	$18.7M	QoQ +45.68% (+$5.9M) YoY -20.12% (-$4.7M)
AerCap Holdings N.V.(AERcusipN00985106)	179.7K	QoQ -4.39% (-8.3K) YoY NEW(+179.7K)	All Managers (Combined)	$18.4M	QoQ +2.06% (-$371.5K) YoY NEW(+$18.4M)
Unity Software Inc.(Ucusip91332U101)	843.1K	QoQ NEW(+843.1K) YoY NEW(+843.1K)	All Managers (Combined)	$16.5M	QoQ NEW(+$16.5M) YoY NEW(+$16.5M)
Despegar.com, Corp.(DESPcusipG27358103)	800.0K	QoQ +56.86% (+290.0K) YoY +60.00% (+300.0K)	All Managers (Combined)	$15.0M	QoQ +53.11% (+$5.2M) YoY +151.37% (+$9.1M)
Rumble Inc.(RUMcusip78137L105)	2.0M	QoQ 0.00% (-0) YoY NEW(+2.0M)	All Managers (Combined)	$14.1M	QoQ -45.65% (-$11.9M) YoY NEW(+$14.1M)
Forestar Group Inc.(FORcusip346232101)	629.0K	QoQ +25.80% (+129.0K) YoY +89.11% (-296.4K)	All Managers (Combined)	$13.3M	QoQ +2.60% (+$337.1K) YoY -0.52% (-$70.1K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	1.4M	QoQ +1196.79% (+1.2M) YoY NEW(+1.4M)	All Managers (Combined)	$11.0M	QoQ +430.74% (+$8.9M) YoY NEW(+$11.0M)
STARBUCKS CORP(SBUXcusip855244109)	86.0K	QoQ -4.44% (-4.0K) YoY NEW(+86.0K)	All Managers (Combined)	$8.4M	QoQ +2.71% (-$223.2K) YoY NEW(+$8.4M)