Woodson Capital Management, LP

CIK Number: 0001697848

599.46M
Market Value
24
# 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.
84.06
+0.80% 612.5K +100.00% 65.05M 106.2 11.28% Put
2 TPR Tapestry, Inc.
95.63
-15.77% 895K +14.74% 63.02M 49.12 10.93% Share
3 AMZN Amazon.com, Inc...
230.94
+2.84% 200.5K +43.21% 38.15M 198.82 6.61% Share
4 RDDT Reddit, Inc.
243.45
+3.70% 324.38K +54.47% 34.03M 79.67 5.90% Share
5 REAL The RealReal, I...
7.87
+0.90% 5.3M +58.29% 28.58M 3 4.96% Share
6 AS Amer Sports, In...
37.88
-3.07% 983.06K -6.38% 26.28M 18.7 4.56% Share
7 COCO The Vita Coco C...
33.19
-0.15% 833.37K +17.44% 25.54M 28.97 4.43% Share
8 GPI Group 1 Automot...
450.91
-1.88% 63K -7.35% 24.06M 290.27 4.17% Share
9 URBN Urban Outfitter...
77.29
-2.77% 376.94K -35.76% 19.75M 44.27 3.42% Share
10 CMPO CompoSecure, In...
19.50
+1.19% 1.8M +44.00% 19.57M 11.86 3.39% Share
11 XYZ Block, Inc.
76.02
-1.21% 350K +16.67% 19.02M 65.3 3.30% Share
12 MYTE MYT Netherlands...
7.64
-2.55% 2.5M +49.09% 18.9M 7.25 3.28% Share
13 BLDR Builders FirstS...
138.21
-4.29% 150K +66.67% 18.74M 91.02 3.25% Share
14 AER AerCap Holdings...
112.73
-0.91% 179.73K -4.4% 18.36M 92.74 3.18% Share
15 U Unity Software ...
38.43
+1.29% 843.06K +100.00% 16.52M 19.59 2.86% Share
16 DESP Despegar.com, C...
19.50
-0.42% 800K -48.86% 15.03M 12.94 2.61% Share
17 RUM Rumble Inc.
8.06
-4.39% 2M 0.00% 14.14M 13.01 2.45% Put
18 FOR Forestar Group ...
27.37
+0.70% 629K +25.80% 13.3M 33.35 2.31% Share
19 SOUN SoundHound AI, ...
16.54
+0.27% 1.35M 0.00% 10.96M 19.84 1.90% Put
20 SBUX Starbucks Corpo...
93.05
-1.2% 86K -4.44% 8.44M 79.38 1.46% Share
21 MTH Meritage Homes ...
76.98
-1.42% 102.5K +167.62% 7.27M 57.08 1.26% Share
22 HOV Hovnanian Enter...
156.11
+0.66% 65.36K +84.11% 6.84M 85.66 1.19% Share
23 DMRC Digimarc Corpor...
11.06
-4.82% 461.85K -11.39% 5.92M 30.11 1.03% Share
24 SYM Symbotic Inc.
52.73
-1.77% 154.1K 0.00% 3.11M 23.71 0.54% Put