Woodson Capital Management 13F, Q1 2025
Woodson Capital · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1697848
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 5 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| TAPESTRY INC | TPR | $63.02M | 14.4% | +15% shares |
| AMAZON COM INC | AMZN | $38.15M | 8.7% | +43% shares |
| REDDIT INC | RDDT | $34.03M | 7.8% | +55% shares |
| THE REALREAL INC | REAL | $28.58M | 6.5% | +58% shares |
| AMER SPORTS INC | $26.28M | 6.0% | -6% shares | |
| VITA COCO CO INC | COCO | $25.54M | 5.8% | +17% shares |
| GROUP 1 AUTOMOTIVE INC | GPI | $24.06M | 5.5% | -7% shares |
| URBAN OUTFITTERS INC | URBN | $19.75M | 4.5% | -36% shares |
| COMPOSECURE INC | GPGI | $19.57M | 4.5% | +44% shares |
| BLOCK INC | XYZ | $19.02M | 4.3% | +17% shares |
| MYT NETHERLANDS PARENT B V | LUXE | $18.90M | 4.3% | +49% shares |
| BUILDERS FIRSTSOURCE INC | BLDR | $18.74M | 4.3% | +67% shares |
| AERCAP HOLDINGS NV | $18.36M | 4.2% | -4% shares | |
| UNITY SOFTWARE INC | U | $16.52M | 3.8% | new |
| DESPEGAR COM CORP | $15.03M | 3.4% | -49% shares | |
| FORESTAR GROUP INC | FOR | $13.30M | 3.0% | +26% shares |
| STARBUCKS CORP | SBUX | $8.44M | 1.9% | -4% shares |
| MERITAGE HOMES CORP | MTH | $7.27M | 1.7% | +168% shares |
| HOVNANIAN ENTERPRISES INC | HOV | $6.84M | 1.6% | +84% shares |
| DIGIMARC CORP NEW | $5.92M | 1.4% | -11% shares | |
| GAP INC | GAP | $4.95M | 1.1% | new |
| RESOLUTE HLDGS MGMT INC | RHLD | $3.73M | 0.8% | new |
| SOUNDHOUND AI INC | SOUN | $1.91M | 0.4% | +126% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Woodson Capital Management opened 3 new positions, added to 13, trimmed 7, left 0 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-001943, filed by Woodson Capital Management, LP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.