Woodson Capital Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Woodson Capital Management, LP disclosed 24 US equity positions worth $519.9m in its Q3 2025 13F filing. The largest position was TPR at 7.8% of the reported book, followed by COCO and REAL. Against the Q2 2025 filing, it opened 0 new positions, added to 7 and reduced 17 among the top 24 holdings.
What did Woodson Capital Management, LP own in Q3 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TPR TAPESTRY INC | Consumer Cyclical | 7.8% | $40.8m | 360,000 | -48% | reduced |
| 2 | COCO VITA COCO CO INC | Consumer Defensive | 7.2% | $37.4m | 880,000 | -5% | reduced |
| 3 | REAL THE REALREAL INC | Consumer Cyclical | 7.2% | $37.2m | 3,500,000 | -45% | reduced |
| 4 | XYZ BLOCK INC | Technology | 6.3% | $32.5m | 450,000 | 15% | added |
| 5 | GPGI COMPOSECURE INC | Industrials | 6.0% | $31.2m | 1,500,000 | -25% | reduced |
| 6 | LUXE LUXEXPERIENCE BV | 5.5% | $28.8m | 3,385,000 | 14% | added | |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 5.5% | $28.5m | 130,000 | -23% | reduced |
| 8 | AS AMER SPORTS INC | Consumer Cyclical | 5.3% | $27.8m | 800,000 | -5% | reduced |
| 9 | RDDT REDDIT INC | Communication Services | 5.3% | $27.6m | 120,000 | -64% | reduced |
| 10 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 5.0% | $26.3m | 60,000 | 3% | added |
| 11 | GRMN GARMIN LTD | Technology | 4.7% | $24.6m | 100,000 | 75% | added |
| 12 | U UNITY SOFTWARE INC | Technology | 4.4% | $23.0m | 575,000 | -43% | reduced |
| 13 | WWW WOLVERINE WORLD WIDE INC | Consumer Cyclical | 4.3% | $22.5m | 820,000 | -30% | reduced |
| 14 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 3.8% | $19.7m | 480,000 | 113% | added |
| 15 | AERCAP HOLDINGS NV | 3.3% | $17.2m | 142,069 | -16% | reduced | |
| 16 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 3.2% | $16.9m | 139,000 | -31% | reduced |
| 17 | FOR FORESTAR GROUP INC | Real Estate | 3.2% | $16.6m | 625,000 | -13% | reduced |
| 18 | SBUX STARBUCKS CORP | Consumer Cyclical | 2.9% | $15.2m | 180,000 | 140% | added |
| 19 | SG SWEETGREEN INC | Consumer Cyclical | 2.9% | $15.0m | 1,875,000 | 129% | added |
| 20 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 2.7% | $14.3m | 200,000 | -47% | reduced |
| 21 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 2.0% | $10.2m | 420,000 | -7% | reduced |
| 22 | DIGIMARC CORP NEW | 0.5% | $2.4m | 250,000 | -26% | reduced | |
| 23 | RHLD RESOLUTE HLDGS MGMT INC | 0.5% | $2.4m | 33,000 | -60% | reduced | |
| 24 | SOUN SOUNDHOUND AI INC | 0.4% | $1.9m | 118,166 | -71% | 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.