Woodson Capital Management, LP: ESTA position timeline

Woodson Capital Management, LP held 275,000 ESTA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 275,000 shares

   Change vs previous 13F -75,000 shares

   3.95% of the 13F portfolio, value $23,597,750.

   13F-HR 0001172661-26-003666 filed by Woodson Capital Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 350,000 shares

   Change vs previous 13F -25,000 shares

   3.21% of the 13F portfolio, value $19,873,000.

   13F-HR 0001172661-26-002086 filed by Woodson Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 375,000 shares

   Change vs previous 13F -105,000 shares

   4.22% of the 13F portfolio, value $27,330,000.

   13F-HR 0001172661-26-000918 filed by Woodson Capital Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 480,000 shares

   Change vs previous 13F +255,000 shares

   3.78% of the 13F portfolio, value $19,675,200.

   13F-HR 0001172661-25-004450 filed by Woodson Capital Management, LP
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 225,000 shares

   Change vs previous 13F not available

   1.72% of the 13F portfolio, value $9,609,750.

   13F-HR 0001172661-25-003354 filed by Woodson Capital Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).