13F-HR filed by Woodson Capital Management, LP
Woodson Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 32 holding rows worth $721,561,225.
- Accession
- 0001172661-26-000918
- Filer
- CIK 1697848
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 32 entries on the cover page, a total value of $721,561,225 stated on the cover page (in dollars after the unit check, H1), rows summing to $721,561,225 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 |
|---|---|---|---|---|---|---|
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,500,000 | $56,025,000 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 365,000 | $46,636,050 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 198,000 | $45,514,260 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 690,000 | $44,912,100 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 6,000,000 | $40,560,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 175,000 | $40,393,500 | dollars as filed | |
| THE REALREAL INC | 88339P101 | COM | 2,500,000 | $39,450,000 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 69,420 | $31,219,562 | dollars as filed | |
| LUXEXPERIENCE BV | 55406W103 | SPONSORED ADS | 3,600,000 | $30,060,000 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 560,000 | $29,685,600 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 62,700 | $28,197,444 | dollars as filed | call |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 375,000 | $27,330,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 80,000 | $25,040,000 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 61,500 | $24,187,950 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 1,200,000 | $23,994,000 | dollars as filed | put |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 155,000 | $22,282,800 | dollars as filed | |
| BOSTON BEER INC CL A | 100557107 | Stock | 100,000 | $19,513,000 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 150,000 | $19,165,500 | dollars as filed | call |
| QXO INC COM NEW | 82846H405 | Stock | 850,000 | $16,396,500 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 360,000 | $15,901,200 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 142,000 | $14,610,380 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 740,000 | $14,267,200 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 1,800,000 | $11,502,000 | dollars as filed | |
| WOLVERINE WORLD WIDE INC | 978097103 | COM | 600,000 | $10,890,000 | dollars as filed | |
| FORESTAR GROUP INC | 346232101 | COMMON STOCK | 430,000 | $10,590,900 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 130,000 | $9,675,900 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 43,500 | $9,039,735 | dollars as filed | |
| CLEAR SECURE INC | 18467V109 | COM CL A | 129,031 | $4,526,407 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 20,000 | $4,300,800 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 50,000 | $2,650,500 | dollars as filed | call |
| THE REAL BROKERAGE INC | 75585H206 | COM NEW | 500,000 | $1,825,000 | dollars as filed | |
| RESOLUTE HLDGS MGMT INC | 76134H101 | COM | 5,900 | $1,217,937 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000918 | this filing | 2026-02-17 | acceptance time not in the bulk data set |