Woodson Capital Management, LP

CIK Number: 0001697848

576.78M
Market Value
24
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 TPR Tapestry, Inc.
86.29
+1.02% 780K +16.28% 50.96M 45.98 8.20%
2 REAL The RealReal, I...
4.80
-1.33% 3.35M -37.96% 36.62M 1.6 5.89%
3 RDDT Reddit, Inc.
143.99
+1.63% 210K -26.31% 34.32M 65.92 5.52%
4 URBN Urban Outfitter...
70.71
+2.58% 586.79K -21.76% 32.2M 44.27 5.18%
5 AMZN Amazon.com, Inc...
217.26
+2.49% 140K +96.02% 30.71M 202.52 4.94%
6 AS Amer Sports, In...
37.84
+1.42% 1.05M +29.76% 29.36M 18.7 4.72%
7 GPI Group 1 Automot...
432.44
-2.15% 68K -11.69% 28.66M 290.27 4.61%
8 COCO The Vita Coco C...
35.66
-0.06% 709.62K +4.50% 26.19M 28.68 4.22%
9 GOOGL Alphabet Inc.
173.50
+1.65% 108K -15.63% 20.44M 124.34 3.29%
10 DMRC Digimarc Corpor...
13.21
+3.20% 521.21K +14.38% 19.52M 30.11 3.14%
11 CMPO CompoSecure, In...
14.33
+0.42% 1.25M +62.34% 19.16M 14.52 3.08%
12 AER AerCap Holdings...
115.73
+0.94% 188K -2.51% 17.99M 92.74 2.90%
13 FOR Forestar Group ...
19.82
+0.10% 500K -10.71% 12.96M 36.5 2.09%
14 BLDR Builders FirstS...
115.92
-0.03% 90K -20.39% 12.86M 68.41 2.07%
15 TFIN Triumph Financi...
56.95
+0.65% 140K -28.75% 12.72M 66.52 2.05%
16 SN SharkNinja, Inc...
94.28
+0.97% 90K +100.00% 8.76M 97.36 1.41%
17 CHTR Charter Communi...
394.17
-1.17% 24K -17.24% 8.23M 324.08 1.32%
18 SBUX Starbucks Corpo...
91.88
+0.85% 90K -5.84% 8.21M 79.38 1.32%
19 WMT Walmart Inc.
96.16
-1.13% 81K -0.49% 7.32M 52.58 1.18%
20 DAL Delta Air Lines...
49.01
+1.44% 120K +100.00% 7.26M 60.5 1.17%
21 MTH Meritage Homes ...
66.18
+0.62% 38.3K +27.67% 5.89M 52.42 0.95%
22 HOV Hovnanian Enter...
103.12
+1.62% 35.5K +18.33% 4.75M 69.63 0.76%
23 DECK Deckers Outdoor...
101.93
+0.88% 15K -70.59% 3.05M 35.91 0.49%
24 SOUN SoundHound AI, ...
9.92
+3.66% 104.1K +100.00% 2.07M 19.84 0.33%