Woodson Capital Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Woodson Capital Management, LP disclosed 23 US equity positions worth $437.9m in its Q1 2025 13F filing. The largest position was TPR at 14.4% of the reported book, followed by AMZN and RDDT. Against the Q4 2024 filing, it opened 3 new positions, added to 13 and reduced 7 among the top 23 holdings.
What did Woodson Capital Management, LP own in Q1 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TPR TAPESTRY INC | Consumer Cyclical | 14.4% | $63.0m | 895,000 | 15% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 8.7% | $38.1m | 200,500 | 43% | added |
| 3 | RDDT REDDIT INC | Communication Services | 7.8% | $34.0m | 324,384 | 54% | added |
| 4 | REAL THE REALREAL INC | Consumer Cyclical | 6.5% | $28.6m | 5,302,828 | 58% | added |
| 5 | AS AMER SPORTS INC | Consumer Cyclical | 6.0% | $26.3m | 983,058 | -6% | reduced |
| 6 | COCO VITA COCO CO INC | Consumer Defensive | 5.8% | $25.5m | 833,366 | 17% | added |
| 7 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 5.5% | $24.1m | 63,000 | -7% | reduced |
| 8 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 4.5% | $19.8m | 376,942 | -36% | reduced |
| 9 | GPGI COMPOSECURE INC | Industrials | 4.5% | $19.6m | 1,800,000 | 44% | added |
| 10 | XYZ BLOCK INC | Technology | 4.3% | $19.0m | 350,000 | 17% | added |
| 11 | LUXE MYT NETHERLANDS PARENT B V | 4.3% | $18.9m | 2,500,000 | 49% | added | |
| 12 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 4.3% | $18.7m | 150,000 | 67% | added |
| 13 | AERCAP HOLDINGS NV | 4.2% | $18.4m | 179,731 | -4% | reduced | |
| 14 | U UNITY SOFTWARE INC | Technology | 3.8% | $16.5m | 843,058 | – | new |
| 15 | DESPEGAR COM CORP | 3.4% | $15.0m | 800,000 | -49% | reduced | |
| 16 | FOR FORESTAR GROUP INC | Real Estate | 3.0% | $13.3m | 629,000 | 26% | added |
| 17 | SBUX STARBUCKS CORP | Consumer Cyclical | 1.9% | $8.4m | 86,000 | -4% | reduced |
| 18 | MTH MERITAGE HOMES CORP | Consumer Cyclical | 1.7% | $7.3m | 102,500 | 168% | added |
| 19 | HOV HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 1.6% | $6.8m | 65,360 | 84% | added |
| 20 | DIGIMARC CORP NEW | 1.4% | $5.9m | 461,847 | -11% | reduced | |
| 21 | GAP GAP INC | Consumer Cyclical | 1.1% | $4.9m | 240,000 | – | new |
| 22 | RHLD RESOLUTE HLDGS MGMT INC | 0.9% | $3.7m | 118,998 | – | new | |
| 23 | SOUN SOUNDHOUND AI INC | 0.4% | $1.9m | 235,592 | 126% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.