13F-HR filed by Woodson Capital Management, LP
Woodson Capital Management, LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 34 holding rows worth $621,337,646.
- Accession
- 0001172661-25-000918
- Filer
- CIK 1697848
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 34 entries on the cover page, a total value of $621,337,646 stated on the cover page (in dollars after the unit check, H1), rows summing to $621,337,646 with VALUE read as dollars as filed, 13F file number 028-17810. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAPESTRY INC COM | 876030107 | Stock | 780,000 | $50,957,400 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 3,350,000 | $36,615,500 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 210,000 | $34,322,400 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 586,789 | $32,202,980 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 140,000 | $30,714,600 | dollars as filed | |
| DESPEGAR COM CORP | G27358103 | ORD SHS | 1,564,269 | $30,112,178 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,050,000 | $29,358,000 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 68,000 | $28,660,640 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 1,350,000 | $26,784,000 | dollars as filed | put |
| VITA COCO CO INC | 92846Q107 | COM | 709,615 | $26,191,890 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 400,000 | $26,132,000 | dollars as filed | call |
| RUM GROUP INC COM CL A | 78137L105 | Stock | 2,000,000 | $26,020,000 | dollars as filed | put |
| BLOCK INC CL A | 852234103 | Stock | 300,000 | $25,497,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 108,000 | $20,444,400 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 730,000 | $20,221,000 | dollars as filed | |
| DIGIMARC CORP NEW COM | 25381B101 | COM | 521,211 | $19,519,352 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 1,250,000 | $19,162,500 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 188,000 | $17,991,600 | dollars as filed | |
| FORESTAR GROUP INC | 346232101 | COMMON STOCK | 500,000 | $12,960,000 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 90,000 | $12,863,700 | dollars as filed | |
| TRIUMPH FINANCIAL INC | 89679E300 | COM | 140,000 | $12,723,200 | dollars as filed | |
| LUXEXPERIENCE BV | 55406W103 | SPONSORED ADS | 1,676,878 | $11,905,834 | dollars as filed | |
| DESPEGAR COM CORP | G27358103 | ORD SHS | 510,000 | $9,817,500 | dollars as filed | call |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 90,000 | $8,762,400 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 24,000 | $8,226,480 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 90,000 | $8,212,500 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 81,000 | $7,318,350 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 120,000 | $7,260,000 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 38,300 | $5,891,306 | dollars as filed | |
| HOVNANIAN ENTERPRISES INC | 442487401 | CL A NEW | 35,500 | $4,750,610 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 154,100 | $3,653,711 | dollars as filed | put |
| DECKERS OUTDOOR CORP | 243537107 | COM | 15,000 | $3,046,350 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 104,103 | $2,065,404 | dollars as filed | |
| BLINK CHARGING CO | 09354A100 | COM | 699,900 | $972,861 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-000918 | this filing | 2025-02-14 | acceptance time not in the bulk data set |