Woodson Capital Management 13F, Q2 2025
Woodson Capital · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 1697848
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q2 2025
The 25 largest of 26 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| TAPESTRY INC | TPR | $60.59M | 10.9% | -23% shares |
| REDDIT INC | RDDT | $50.14M | 9.0% | +3% shares |
| AMAZON COM INC | AMZN | $37.08M | 6.7% | -16% shares |
| VITA COCO CO INC | COCO | $33.46M | 6.0% | +11% shares |
| AMER SPORTS INC | $32.64M | 5.9% | -14% shares | |
| THE REALREAL INC | REAL | $30.66M | 5.5% | +21% shares |
| COMPOSECURE INC | GPGI | $28.18M | 5.1% | +11% shares |
| URBAN OUTFITTERS INC | URBN | $27.20M | 4.9% | unchanged |
| BLOCK INC | XYZ | $26.49M | 4.8% | +11% shares |
| GROUP 1 AUTOMOTIVE INC | GPI | $25.33M | 4.5% | -8% shares |
| UNITY SOFTWARE INC | U | $24.20M | 4.3% | +19% shares |
| LUXEXPERIENCE BV | LUXE | $23.55M | 4.2% | +19% shares |
| BUILDERS FIRSTSOURCE INC | BLDR | $23.34M | 4.2% | +33% shares |
| WOLVERINE WORLD WIDE INC | WWW | $21.14M | 3.8% | new |
| AERCAP HOLDINGS NV | $19.77M | 3.5% | -6% shares | |
| FORESTAR GROUP INC | FOR | $14.40M | 2.6% | +15% shares |
| SWEETGREEN INC | SG | $12.17M | 2.2% | new |
| GARMIN LTD | $11.90M | 2.1% | new | |
| FOX FACTORY HLDG CORP | FOXF | $11.67M | 2.1% | new |
| ESTABLISHMENT LABS HLDGS INC | $9.61M | 1.7% | new | |
| REDWIRE CORPORATION | RDW | $8.15M | 1.5% | new |
| NIAGEN BIOSCIENCE INC | NAGE | $7.21M | 1.3% | new |
| STARBUCKS CORP | SBUX | $6.87M | 1.2% | -13% shares |
| DIGIMARC CORP NEW | $4.49M | 0.8% | -26% shares | |
| SOUNDHOUND AI INC | SOUN | $4.43M | 0.8% | +75% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Woodson Capital Management opened 7 new positions, added to 10, trimmed 8, left 1 unchanged and exited 4. 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 0001172661-25-003354, 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.