Woodson Capital Management 13F, Q3 2025
Woodson Capital · quarter ending 30 September 2025 · filed 28 October 2025 · SEC CIK 1697848
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 3 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q3 2025
Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| TAPESTRY INC | TPR | $40.76M | 7.8% | -48% shares |
| VITA COCO CO INC | COCO | $37.37M | 7.2% | -5% shares |
| THE REALREAL INC | REAL | $37.20M | 7.2% | -45% shares |
| BLOCK INC | XYZ | $32.52M | 6.3% | +15% shares |
| COMPOSECURE INC | GPGI | $31.23M | 6.0% | -25% shares |
| LUXEXPERIENCE BV | LUXE | $28.77M | 5.5% | +14% shares |
| AMAZON COM INC | AMZN | $28.54M | 5.5% | -23% shares |
| AMER SPORTS INC | $27.80M | 5.3% | -5% shares | |
| REDDIT INC | RDDT | $27.60M | 5.3% | -64% shares |
| GROUP 1 AUTOMOTIVE INC | GPI | $26.25M | 5.0% | +3% shares |
| GARMIN LTD | $24.62M | 4.7% | +75% shares | |
| UNITY SOFTWARE INC | U | $23.02M | 4.4% | -43% shares |
| WOLVERINE WORLD WIDE INC | WWW | $22.50M | 4.3% | -30% shares |
| ESTABLISHMENT LABS HLDGS INC | $19.68M | 3.8% | +113% shares | |
| AERCAP HOLDINGS NV | $17.19M | 3.3% | -16% shares | |
| BUILDERS FIRSTSOURCE INC | BLDR | $16.85M | 3.2% | -31% shares |
| FORESTAR GROUP INC | FOR | $16.62M | 3.2% | -13% shares |
| STARBUCKS CORP | SBUX | $15.23M | 2.9% | +140% shares |
| SWEETGREEN INC | SG | $14.96M | 2.9% | +129% shares |
| URBAN OUTFITTERS INC | URBN | $14.29M | 2.8% | -47% shares |
| FOX FACTORY HLDG CORP | FOXF | $10.20M | 2.0% | -7% shares |
| DIGIMARC CORP NEW | $2.44M | 0.5% | -27% shares | |
| RESOLUTE HLDGS MGMT INC | RHLD | $2.38M | 0.5% | -60% shares |
| SOUNDHOUND AI INC | SOUN | $1.90M | 0.4% | -71% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Woodson Capital Management opened 0 new positions, added to 7, trimmed 17, left 0 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
No new positions this quarter.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-004450, 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.