Woodson Capital Management, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Woodson Capital Management, LP

CIK Number: 0001697848

599.46M
Market Value
22
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CROX Crocs, Inc.
76.65
-1.08% 612.5K +100.00% 65.05M 106.2 11.28% Put
2 TPR Tapestry, Inc.
107.80
-4.96% 895K +14.74% 63.02M 49.12 10.93% Share
3 AMZN Amazon.com, Inc...
218.15
-0.94% 200.5K +43.21% 38.15M 198.82 6.61% Share
4 RDDT Reddit, Inc.
232.84
-1.21% 324.38K +54.47% 34.03M 79.67 5.90% Share
5 REAL The RealReal, I...
10.09
+0.05% 5.3M +58.29% 28.58M 3 4.96% Share
6 AS Amer Sports, In...
34.29
+0.44% 983.06K -6.38% 26.28M 18.7 4.56% Share
7 COCO The Vita Coco C...
39.01
-3.2% 833.37K +17.44% 25.54M 28.97 4.43% Share
8 GPI Group 1 Automot...
436.58
-2.59% 63K -7.35% 24.06M 290.27 4.17% Share
9 URBN Urban Outfitter...
71.26
+0.08% 376.94K -35.76% 19.75M 44.27 3.42% Share
10 CMPO CompoSecure, In...
20.41
+1.85% 1.8M +44.00% 19.57M 11.86 3.39% Share
11 XYZ Block, Inc.
73.68
-3.67% 350K +16.67% 19.02M 65.3 3.30% Share
12 BLDR Builders FirstS...
116.87
-2% 150K +66.67% 18.74M 91.02 3.25% Share
13 AER AerCap Holdings...
122.30
+1.32% 179.73K -4.4% 18.36M 92.74 3.18% Share
14 U Unity Software ...
42.12
-5.24% 843.06K +100.00% 16.52M 19.59 2.86% Share
15 RUM Rumble Inc.
7.19
-4.52% 2M 0.00% 14.14M 13.01 2.45% Put
16 FOR Forestar Group ...
25.52
-1.05% 629K +25.80% 13.3M 33.35 2.31% Share
17 SOUN SoundHound AI, ...
16.35
-8.04% 1.35M 0.00% 10.96M 19.84 1.90% Put
18 SBUX Starbucks Corpo...
83.83
-0.52% 86K -4.44% 8.44M 79.38 1.46% Share
19 MTH Meritage Homes ...
71.41
-2.2% 102.5K +167.62% 7.27M 57.08 1.26% Share
20 HOV Hovnanian Enter...
129.40
-4.71% 65.36K +84.11% 6.84M 85.66 1.19% Share
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