Woodson Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Woodson Capital Management, LP disclosed 26 US equity positions worth $557.3m in its Q2 2025 13F filing. The largest position was TPR at 10.9% of the reported book, followed by RDDT and AMZN. Against the Q1 2025 filing, it opened 7 new positions, added to 10 and reduced 9 among the top 26 holdings.
What did Woodson Capital Management, LP own in Q2 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TPR TAPESTRY INC | Consumer Cyclical | 10.9% | $60.6m | 690,000 | -23% | reduced |
| 2 | RDDT REDDIT INC | Communication Services | 9.0% | $50.1m | 333,000 | 3% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 6.7% | $37.1m | 169,000 | -16% | reduced |
| 4 | COCO VITA COCO CO INC | Consumer Defensive | 6.0% | $33.5m | 926,942 | 11% | added |
| 5 | AS AMER SPORTS INC | Consumer Cyclical | 5.9% | $32.6m | 842,100 | -14% | reduced |
| 6 | REAL THE REALREAL INC | Consumer Cyclical | 5.5% | $30.7m | 6,400,000 | 21% | added |
| 7 | GPGI COMPOSECURE INC | Industrials | 5.1% | $28.2m | 2,000,000 | 11% | added |
| 8 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 4.9% | $27.2m | 375,000 | -1% | reduced |
| 9 | XYZ BLOCK INC | Technology | 4.8% | $26.5m | 390,000 | 11% | added |
| 10 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 4.5% | $25.3m | 58,000 | -8% | reduced |
| 11 | U UNITY SOFTWARE INC | Technology | 4.3% | $24.2m | 1,000,000 | 19% | added |
| 12 | LUXE LUXEXPERIENCE BV | 4.2% | $23.5m | 2,965,964 | 19% | added | |
| 13 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 4.2% | $23.3m | 200,000 | 33% | added |
| 14 | WWW WOLVERINE WORLD WIDE INC | Consumer Cyclical | 3.8% | $21.1m | 1,169,228 | – | new |
| 15 | AERCAP HOLDINGS NV | 3.5% | $19.8m | 169,000 | -6% | reduced | |
| 16 | FOR FORESTAR GROUP INC | Real Estate | 2.6% | $14.4m | 720,000 | 14% | added |
| 17 | SG SWEETGREEN INC | Consumer Cyclical | 2.2% | $12.2m | 817,942 | – | new |
| 18 | GRMN GARMIN LTD | Technology | 2.1% | $11.9m | 57,000 | – | new |
| 19 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 2.1% | $11.7m | 450,000 | – | new |
| 20 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.7% | $9.6m | 225,000 | – | new |
| 21 | RDW REDWIRE CORPORATION | Industrials | 1.5% | $8.2m | 500,000 | – | new |
| 22 | NAGE NIAGEN BIOSCIENCE INC | 1.3% | $7.2m | 500,000 | – | new | |
| 23 | SBUX STARBUCKS CORP | Consumer Cyclical | 1.2% | $6.9m | 75,000 | -13% | reduced |
| 24 | DIGIMARC CORP NEW | 0.8% | $4.5m | 340,000 | -26% | reduced | |
| 25 | SOUN SOUNDHOUND AI INC | 0.8% | $4.4m | 412,724 | 75% | added | |
| 26 | RHLD RESOLUTE HLDGS MGMT INC | 0.5% | $2.6m | 83,000 | -30% | reduced |
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.