13F-HR filed by Woodson Capital Management, LP
Woodson Capital Management, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-28, with 27 holding rows worth $556,278,903.
- Accession
- 0001172661-25-004450
- Filer
- CIK 1697848
- Filed
- 2025-10-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 27 entries on the cover page, a total value of $556,278,903 stated on the cover page (in dollars after the unit check, H1), rows summing to $556,278,903 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 | 360,000 | $40,759,200 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 880,000 | $37,373,600 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 3,500,000 | $37,205,000 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 450,000 | $32,521,500 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 1,500,000 | $31,230,000 | dollars as filed | |
| LUXEXPERIENCE BV | 55406W103 | SPONSORED ADS | 3,385,000 | $28,772,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 130,000 | $28,544,100 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 800,000 | $27,800,000 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 120,000 | $27,598,800 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 60,000 | $26,250,600 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 100,000 | $24,622,000 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 215,000 | $24,342,300 | dollars as filed | call |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 575,000 | $23,023,000 | dollars as filed | |
| WOLVERINE WORLD WIDE INC | 978097103 | COM | 820,000 | $22,500,800 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 480,000 | $19,675,200 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 142,069 | $17,190,349 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 139,000 | $16,853,750 | dollars as filed | |
| FORESTAR GROUP INC | 346232101 | COMMON STOCK | 625,000 | $16,618,750 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 180,000 | $15,228,000 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 1,875,000 | $14,962,500 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 200,000 | $14,286,000 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 420,000 | $10,201,800 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 188,500 | $8,005,595 | dollars as filed | call |
| SWEETGREEN INC | 87043Q108 | COM CL A | 500,000 | $3,990,000 | dollars as filed | call |
| DIGIMARC CORP NEW COM | 25381B101 | COM | 250,000 | $2,442,500 | dollars as filed | |
| RESOLUTE HLDGS MGMT INC | 76134H101 | COM | 33,000 | $2,380,950 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 118,166 | $1,900,109 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-004450 | this filing | 2025-10-28 | acceptance time not in the bulk data set |