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Woodson Capital Management, LP

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13F filer, CIK 1697848, Greenwich, CT

Woodson Capital Management, LP reported $576,775,775 across 28 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 68.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001943

Period
2025-03-31
Reported value
$577M
Holdings
28
Top 10 weight
68.05%
New
4
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Unew+843,058$16.5M
RDDTadded+114,384$12M
AMZNadded+60,500$11.5M
REALadded+1,952,828$10.5M
TPRadded+115,000$8.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-108,000-$20.4M
NBISexited-730,000-$20.2M
DESPEGAR COM CORPreduced-764,269-$14.4M
TFINexited-140,000-$12.7M
URBNreduced-209,847-$11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001943, largest first. % of portfolio is the value over $437,893,275, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,800 shares; 2024Q4: 780,000 shares; 2025Q1: 895,000 shares 895,000$63M14.39%+115,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 140,000 shares; 2025Q1: 200,500 shares 200,500$38.1M8.71%+60,500Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,980 shares; 2024Q4: 210,000 shares; 2025Q1: 324,384 shares 324,384$34M7.77%+114,384Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 5,302,828 shares 5,302,828$28.6M6.53%+1,952,828Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,200 shares; 2024Q4: 1,050,000 shares; 2025Q1: 983,058 shares 983,058$26.3M6%-66,942Timeline
COCOVITA COCO CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,062 shares; 2024Q4: 709,615 shares; 2025Q1: 833,366 shares 833,366$25.5M5.83%+123,751Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,000 shares; 2024Q4: 68,000 shares; 2025Q1: 63,000 shares 63,000$24.1M5.5%-5,000Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 586,789 shares; 2025Q1: 376,942 shares 376,942$19.8M4.51%-209,847Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,800,000 shares 1,800,000$19.6M4.47%+550,000Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,007 shares; 2024Q4: 300,000 shares; 2025Q1: 350,000 shares 350,000$19M4.34%+50,000Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676,878 shares; 2025Q1: 2,500,000 shares 2,500,000$18.9M4.32%+823,122Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,058 shares; 2024Q4: 90,000 shares; 2025Q1: 150,000 shares 150,000$18.7M4.28%+60,000Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,849 shares; 2024Q4: 188,000 shares; 2025Q1: 179,731 shares 179,731$18.4M4.19%-8,269Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843,058 shares 843,058$16.5M3.77%newTimeline
DESPEGAR COM CORPDESPEGAR COM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426,952 shares; 2024Q4: 1,564,269 shares; 2025Q1: 800,000 shares 800,000$15M3.43%-764,269
FORFORESTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,000 shares; 2024Q4: 500,000 shares; 2025Q1: 629,000 shares 629,000$13.3M3.04%+129,000Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,580 shares; 2024Q4: 90,000 shares; 2025Q1: 86,000 shares 86,000$8.44M1.93%-4,000Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 38,300 shares; 2025Q1: 102,500 shares 102,500$7.27M1.66%+64,200Timeline
HOVHOVNANIAN ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 35,500 shares; 2025Q1: 65,360 shares 65,360$6.84M1.56%+29,860Timeline
DMRCDIGIMARC CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,664 shares; 2024Q4: 521,211 shares; 2025Q1: 461,847 shares 461,847$5.92M1.35%-59,364Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,000 shares 240,000$4.95M1.13%newTimeline
RHLDRESOLUTE HLDGS MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,998 shares 118,998$3.73M0.85%newTimeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,103 shares; 2025Q1: 235,592 shares 235,592$1.91M0.44%+131,489Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CROXCROCS INC Stockput612,500$65Mnew
TPRTAPESTRY INC Stockcall647,900$45.6M+247,900
RUMRUM GROUP INC Stockput2,000,000$14.1M0
SOUNSOUNDHOUND AI INC Stockput1,350,000$11M0
SYMSYMBOTIC INC CLASS A COMput154,100$3.11M0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC108,000$20.4Mshares
NBISNEBIUS GROUP N.V.730,000$20.2Mshares
TFINTRIUMPH FINANCIAL INC140,000$12.7Mshares
DESPEGAR COM CORPDESPEGAR COM CORP510,000$9.82Mcall
SNSHARKNINJA INC90,000$8.76Mshares
CHTRCHARTER COMMUNICATIONS INC24,000$8.23Mshares
WMTWALMART INC81,000$7.32Mshares
DALDELTA AIR LINES INC120,000$7.26Mshares
DECKDECKERS OUTDOOR CORP15,000$3.05Mshares
BLNKBLINK CHARGING CO699,900$973Kcall

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001943 base2025-05-15acceptance time not in the bulk data set