The Analysis of Woodson Capital Management, LP's Holdings


Currently, Woodson Capital Management, LP holds 24 types of securities in its portfolio with a total value $545.7M. In the most recent quarter, they have increased their positions in SG (+4.1M shares, valued at $32.9M), GRMN (+43.0K shares, valued at $10.6M), ESTA (+255.0K shares, valued at $10.5M); decreased their positions in RDDT (-213.0K shares, valued at $49.0M), TPR (-330.0K shares, valued at $37.4M), REAL (-2.9M shares, valued at $30.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TPR TAPESTRY INC360.0K shares-47.83%2025-09-302025-10-28history
SG SWEETGREEN INC6.0M shares220.00%2025-12-232025-12-29history
COCO VITA COCO CO INC880.0K shares-5.06%2025-09-302025-10-28history
REAL THE REALREAL INC3.5M shares-45.31%2025-09-302025-10-28history
XYZ BLOCK INC450.0K shares15.38%2025-09-302025-10-28history
CMPO COMPOSECURE INC1.5M shares-25.00%2025-09-302025-10-28history
LUXE LUXEXPERIENCE BV3.4M shares14.13%2025-09-302025-10-28history
AMZN AMAZON COM INC130.0K shares-23.08%2025-09-302025-10-28history
Sponsored
AS AMER SPORTS INC800.0K shares-5.00%2025-09-302025-10-28history
RDDT REDDIT INC120.0K shares-63.96%2025-09-302025-10-28history
GPI GROUP 1 AUTOMOTIVE INC60.0K shares3.45%2025-09-302025-10-28history
GRMN GARMIN LTD100.0K shares75.44%2025-09-302025-10-28history
U UNITY SOFTWARE INC575.0K shares-42.50%2025-09-302025-10-28history
WWW WOLVERINE WORLD WIDE INC820.0K shares-29.87%2025-09-302025-10-28history
ESTA ESTABLISHMENT LABS HLDGS INC480.0K shares113.33%2025-09-302025-10-28history
AER AERCAP HOLDINGS NV142.1K shares-15.94%2025-09-302025-10-28history
Sponsored
BLDR BUILDERS FIRSTSOURCE INC139.0K shares-30.50%2025-09-302025-10-28history
FOR FORESTAR GROUP INC625.0K shares-13.19%2025-09-302025-10-28history
SBUX STARBUCKS CORP180.0K shares140.00%2025-09-302025-10-28history
URBN URBAN OUTFITTERS INC200.0K shares-46.67%2025-09-302025-10-28history
FOXF FOX FACTORY HLDG CORP420.0K shares-6.67%2025-09-302025-10-28history
DMRC DIGIMARC CORP NEW250.0K shares-26.47%2025-09-302025-10-28history
RHLD RESOLUTE HLDGS MGMT INC33.0K shares-60.24%2025-09-302025-10-28history
SOUN SOUNDHOUND AI INC118.2K shares-71.37%2025-09-302025-10-28history
Sponsored

Call Option Holdings
SG Call CallSWEETGREEN INC6.0M shares1100.00%2025-12-232025-12-29history
TPR Call CallTAPESTRY INC215.0K shares-55.21%2025-09-302025-10-28history
COCO Call CallVITA COCO CO INC188.5K sharesnew addition2025-09-302025-10-28history

Put Option Holdings
No put option holdings data available