WC
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Woodson Capital Management, LP13F | |
| Woodson Capital Management, LP | |
| Last update 2025-05-15 | 28 Stocks (3 new) |
| Value $577.00 Mil | Turnover 18 % |
Woodson Capital Management, LP... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CROX
PUT
| Crocs Inc | 612,500 | 65,047.5 | 0% | 11.280 | 0% | 1.090 | +18.38% | -3.31% | 5,938.3 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
TPR | Tapestry Inc | 895,000 | 63,016.9 | +14.74% | 10.930 | +1.40% | 0.430 | +69.11% | +64.25% | 22,092.0 | Retail - Cyclical | |
TPR
CALL
| Tapestry Inc | 647,900 | 45,618.6 | 0% | 7.910 | 0% | 0.310 | +69.11% | +64.25% | 22,092.0 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 200,500 | 38,147.1 | +43.21% | 6.610 | +1.99% | 0.000 | +36.43% | +4.05% | 2,423,394.8 | Retail - Cyclical | |
RDDT | Reddit Inc | 324,384 | 34,027.9 | +54.47% | 5.900 | +2.08% | 0.180 | +55.78% | -10.26% | 27,063.6 | Interactive Media | |
REAL | The RealReal Inc | 5,302,828 | 28,582.2 | +58.29% | 4.960 | +1.83% | 4.690 | +11.95% | -46.02% | 667.3 | Retail - Cyclical | |
AS | Amer Sports Inc | 983,058 | 26,277.1 | -6.38% | 4.560 | -0.30% | 0.180 | +79.09% | +38.73% | 21,511.8 | Travel & Leisure | |
COCO | The Vita Coco Co Inc | 833,366 | 25,542.7 | +17.44% | 4.430 | +0.66% | 1.470 | +26.40% | +5.54% | 2,210.1 | Beverages - Non-Alcoholic | |
GPI | Group 1 Automotive Inc | 63,000 | 24,062.8 | -7.35% | 4.170 | -0.34% | 0.490 | +7.96% | -0.95% | 5,387.6 | Vehicles & Parts | |
URBN | Urban Outfitters Inc | 376,942 | 19,751.8 | -35.76% | 3.420 | -1.85% | 0.410 | +57.40% | +37.41% | 6,759.9 | Retail - Cyclical |
Woodson Capital Management, LP's Historical Top Holdings Breakdowns
Woodson Capital Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -3.29% | 154.33 ($181.36) 206.38 | $188.65 | 4.02% | Sold Out | 0 | -108,000 | |
NBIS | Nebius Group NV | 2025-03-31 | Sold Out Sold Out | -3.25% | 21.11 ($32.9) 48.07 | $53.96 | 64.01% | Sold Out | 0 | -730,000 | |
U | Unity Software Inc | 2025-03-31 | New Buy New Buy | +2.86% | 19.44 ($22.58) 28.34 | $35.90 | 58.99% | New holding | 843,058 | 843,058 | |
| DESP Unlock Delisted | Despegar.com Corp | 2025-03-31 | Reduce Reduce | -2.37% | 18.51 ($19.19) 19.36 | $19.50 | 1.62% | Reduce -48.86% | 800,000 | -764,269 | |
RDDT | Reddit Inc | 2025-03-31 | Add Add | +2.08% | 104.9 ($165.28) 225.23 | $147.25 | -10.91% | Add 54.47% | 324,384 | 114,384 | |
TFIN | Triumph Financial Inc | 2025-03-31 | Sold Out Sold Out | -2.05% | 57.8 ($72.89) 91.97 | $61.12 | -16.15% | Sold Out | 0 | -140,000 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.99% | 190.26 ($217) 242.06 | $228.27 | 5.19% | Add 43.21% | 200,500 | 60,500 | |
URBN | Urban Outfitters Inc | 2025-03-31 | Reduce Reduce | -1.85% | 48.81 ($54.81) 60.44 | $75.41 | 37.58% | Reduce -35.76% | 376,942 | -209,847 | |
REAL | The RealReal Inc | 2025-03-31 | Add Add | +1.83% | 5.11 ($7.58) 9.93 | $5.90 | -22.16% | Add 58.29% | 5,302,828 | 1,952,828 | |
SN | SharkNinja Inc | 2025-03-31 | Sold Out Sold Out | -1.41% | 83.41 ($101.8) 114.44 | $115.57 | 13.53% | Sold Out | 0 | -90,000 |
Woodson Capital Management, LP Total Holding History ($B)
Woodson Capital Management, LP's Asset Allocation
Woodson Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Woodson Capital Management, LP's Hypothetical Growth since 2025-03-31
Woodson Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Woodson Capital Management, LP's Holdings Heat Map
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Woodson Capital Management, LP's Holdings Bubble Chart
Woodson Capital Management, LP News
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