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Woodson Capital Management, LP

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13F filer, CIK 1697848, Greenwich, CT

Woodson Capital Management, LP reported $599,460,754 across 27 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 63.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003354

Period
2025-06-30
Reported value
$599M
Holdings
27
Top 10 weight
63.12%
New
7
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WWWnew+1,169,228$21.1M
SGnew+817,942$12.2M
GRMNnew+57,000$11.9M
FOXFnew+450,000$11.7M
ESTAnew+225,000$9.61M

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
TPRreduced-205,000-$18M
DESPEGAR COM CORPexited-800,000-$15M
MTHexited-102,500-$7.27M
AMZNreduced-31,500-$6.91M
HOVexited-65,360-$6.84M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003354, largest first. % of portfolio is the value over $557,311,954, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,800 shares; 2024Q4: 780,000 shares; 2025Q1: 895,000 shares; 2025Q2: 690,000 shares 690,000$60.6M10.87%-205,000Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,980 shares; 2024Q4: 210,000 shares; 2025Q1: 324,384 shares; 2025Q2: 333,000 shares 333,000$50.1M9%+8,616Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 140,000 shares; 2025Q1: 200,500 shares; 2025Q2: 169,000 shares 169,000$37.1M6.65%-31,500Timeline
COCOVITA COCO CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,062 shares; 2024Q4: 709,615 shares; 2025Q1: 833,366 shares; 2025Q2: 926,942 shares 926,942$33.5M6%+93,576Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809,200 shares; 2024Q4: 1,050,000 shares; 2025Q1: 983,058 shares; 2025Q2: 842,100 shares 842,100$32.6M5.86%-140,958Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 5,302,828 shares; 2025Q2: 6,400,000 shares 6,400,000$30.7M5.5%+1,097,172Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,800,000 shares; 2025Q2: 2,000,000 shares 2,000,000$28.2M5.06%+200,000Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 586,789 shares; 2025Q1: 376,942 shares; 2025Q2: 375,000 shares 375,000$27.2M4.88%-1,942Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,007 shares; 2024Q4: 300,000 shares; 2025Q1: 350,000 shares; 2025Q2: 390,000 shares 390,000$26.5M4.75%+40,000Timeline
GPIGROUP 1 AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,000 shares; 2024Q4: 68,000 shares; 2025Q1: 63,000 shares; 2025Q2: 58,000 shares 58,000$25.3M4.54%-5,000Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843,058 shares; 2025Q2: 1,000,000 shares 1,000,000$24.2M4.34%+156,942Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676,878 shares; 2025Q1: 2,500,000 shares; 2025Q2: 2,965,964 shares 2,965,964$23.5M4.23%+465,964Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,058 shares; 2024Q4: 90,000 shares; 2025Q1: 150,000 shares; 2025Q2: 200,000 shares 200,000$23.3M4.19%+50,000Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169,228 shares 1,169,228$21.1M3.79%newTimeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,849 shares; 2024Q4: 188,000 shares; 2025Q1: 179,731 shares; 2025Q2: 169,000 shares 169,000$19.8M3.55%-10,731Timeline
FORFORESTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,000 shares; 2024Q4: 500,000 shares; 2025Q1: 629,000 shares; 2025Q2: 720,000 shares 720,000$14.4M2.58%+91,000Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817,942 shares 817,942$12.2M2.18%newTimeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,000 shares 57,000$11.9M2.13%newTimeline
FOXFFOX FACTORY HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450,000 shares 450,000$11.7M2.09%newTimeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,000 shares 225,000$9.61M1.72%newTimeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares 500,000$8.15M1.46%newTimeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares 500,000$7.21M1.29%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,580 shares; 2024Q4: 90,000 shares; 2025Q1: 86,000 shares; 2025Q2: 75,000 shares 75,000$6.87M1.23%-11,000Timeline
DMRCDIGIMARC CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,664 shares; 2024Q4: 521,211 shares; 2025Q1: 461,847 shares; 2025Q2: 340,000 shares 340,000$4.49M0.81%-121,847Timeline
SOUNSOUNDHOUND AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,103 shares; 2025Q1: 235,592 shares; 2025Q2: 412,724 shares 412,724$4.43M0.79%+177,132Timeline
RHLDRESOLUTE HLDGS MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,998 shares; 2025Q2: 83,000 shares 83,000$2.65M0.47%-35,998Timeline

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
TPRTAPESTRY INC Stockcall480,000$42.1M-167,900

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CROXCROCS INC612,500$65Mput
DESPEGAR COM CORPDESPEGAR COM CORP800,000$15Mshares
RUMRUM GROUP INC2,000,000$14.1Mput
SOUNSOUNDHOUND AI INC1,350,000$11Mput
MTHMERITAGE HOMES CORP102,500$7.27Mshares
HOVHOVNANIAN ENTERPRISES INC65,360$6.84Mshares
GAPGAP INC240,000$4.95Mshares
SYMSYMBOTIC INC154,100$3.11Mput

How Q2 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 0001172661-25-003354 base2025-08-14acceptance time not in the bulk data set