Woodson Capital Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Woodson Capital Management, LP disclosed 28 US equity positions worth $647.6m in its Q4 2025 13F filing. The largest position was AS at 8.7% of the reported book, followed by TPR and RDDT. Against the Q3 2025 filing, it opened 10 new positions, added to 10 and reduced 8 among the top 28 holdings.
What did Woodson Capital Management, LP own in Q4 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AS AMER SPORTS INC | Consumer Cyclical | 8.7% | $56.0m | 1,500,000 | 88% | added |
| 2 | TPR TAPESTRY INC | Consumer Cyclical | 7.2% | $46.6m | 365,000 | 1% | added |
| 3 | RDDT REDDIT INC | Communication Services | 7.0% | $45.5m | 198,000 | 65% | added |
| 4 | XYZ BLOCK INC | Technology | 6.9% | $44.9m | 690,000 | 53% | added |
| 5 | SG SWEETGREEN INC | Consumer Cyclical | 6.3% | $40.6m | 6,000,000 | 220% | added |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 6.2% | $40.4m | 175,000 | 35% | added |
| 7 | REAL THE REALREAL INC | Consumer Cyclical | 6.1% | $39.5m | 2,500,000 | -29% | reduced |
| 8 | TSLA TESLA INC | Consumer Cyclical | 4.8% | $31.2m | 69,420 | – | new |
| 9 | LUXE LUXEXPERIENCE BV | 4.6% | $30.1m | 3,600,000 | 6% | added | |
| 10 | COCO VITA COCO CO INC | Consumer Defensive | 4.6% | $29.7m | 560,000 | -36% | reduced |
| 11 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 4.2% | $27.3m | 375,000 | -22% | reduced |
| 12 | GOOGL ALPHABET INC | Communication Services | 3.9% | $25.0m | 80,000 | – | new |
| 13 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 3.7% | $24.2m | 61,500 | 2% | added |
| 14 | AERCAP HOLDINGS NV | 3.4% | $22.3m | 155,000 | 9% | added | |
| 15 | SAM BOSTON BEER INC | Consumer Defensive | 3.0% | $19.5m | 100,000 | – | new |
| 16 | QXO QXO INC | Industrials | 2.5% | $16.4m | 850,000 | – | new |
| 17 | U UNITY SOFTWARE INC | Technology | 2.5% | $15.9m | 360,000 | -37% | reduced |
| 18 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 2.3% | $14.6m | 142,000 | 2% | added |
| 19 | GPGI COMPOSECURE INC | Industrials | 2.2% | $14.3m | 740,000 | -51% | reduced |
| 20 | TDUP THREDUP INC | Consumer Cyclical | 1.8% | $11.5m | 1,800,000 | – | new |
| 21 | WWW WOLVERINE WORLD WIDE INC | Consumer Cyclical | 1.7% | $10.9m | 600,000 | -27% | reduced |
| 22 | FOR FORESTAR GROUP INC | Real Estate | 1.6% | $10.6m | 430,000 | -31% | reduced |
| 23 | AFRM AFFIRM HLDGS INC | Financial Services | 1.5% | $9.7m | 130,000 | – | new |
| 24 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 1.4% | $9.0m | 43,500 | – | new |
| 25 | YOU CLEAR SECURE INC | Technology | 0.7% | $4.5m | 129,031 | – | new |
| 26 | FLUTTER ENTMT PLC | 0.7% | $4.3m | 20,000 | – | new | |
| 27 | REAX THE REAL BROKERAGE INC | Real Estate | 0.3% | $1.8m | 500,000 | – | new |
| 28 | RHLD RESOLUTE HLDGS MGMT INC | 0.2% | $1.2m | 5,900 | -82% | 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.