Woodson Capital Management, LP
data from 30/09/2025
Capitalization
$ 556.279 M
-7.20 %
Performance
$ 1.243 B
178.45 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | TPR | TAPESTRY INC | 7.33% | 40.759 M $ | 360000 | 2023/09/30 | 17.533 M $ | 28.94 % |
| 2025/09/30 | COCO | VITA COCO CO INC | 6.72% | 37.374 M $ | 880000 | 2024/09/30 | 5.905 M $ | 17.65 % |
| 2025/09/30 | REAL | THE REALREAL INC | 6.69% | 37.205 M $ | 3500000 | 2022/12/31 | 37.376 M $ | 121.92 % |
| 2025/09/30 | XYZ | BLOCK INC | 5.85% | 32.522 M $ | 450000 | 2024/09/30 | 1.693 M $ | 6.39 % |
| 2025/09/30 | CMPO | COMPOSECURE INC | 5.61% | 31.230 M $ | 1500000 | 2024/09/30 | 13.460 M $ | 47.76 % |
| 2025/09/30 | LUXEXPERIENCE BV | 5.17% | 28.773 M $ | 3385000 | 2024/12/31 | 1.661 M $ | 7.05 % | |
| 2025/09/30 | AMZN | AMAZON COM INC | 5.13% | 28.544 M $ | 130000 | 2024/09/30 | 30.420 K $ | 0.08 % |
| 2025/09/30 | AS | AMER SPORTS INC | 5.00% | 27.800 M $ | 800000 | 2024/09/30 | -3.377 M $ | -10.35 % |
| 2025/09/30 | RDDT | REDDIT INC | 4.96% | 27.599 M $ | 120000 | 2024/09/30 | 26.447 M $ | 52.75 % |
| 2025/09/30 | GPI | GROUP 1 AUTOMOTIVE INC | 4.72% | 26.251 M $ | 60000 | 2023/09/30 | 46.400 K $ | 0.18 % |
| 2025/09/30 | GRMN | GARMIN LTD | 4.43% | 24.622 M $ | 100000 | 2025/06/30 | 2.138 M $ | 17.97 % |
| 2025/09/30 | TPR | TAPESTRY INC | 4.38% | 24.342 M $ | 215000 | 2024/03/31 | 12.197 M $ | 28.94 % |
| 2025/09/30 | U | UNITY SOFTWARE INC | 4.14% | 23.023 M $ | 575000 | 2025/03/31 | 15.840 M $ | 65.45 % |
| 2025/09/30 | WWW | WOLVERINE WORLD WIDE INC | 4.04% | 22.501 M $ | 820000 | 2025/06/30 | 10.944 M $ | 51.77 % |
| 2025/09/30 | ESTA | ESTABLISHMENT LABS HLDGS INC | 3.54% | 19.675 M $ | 480000 | 2025/06/30 | -386.999 K $ | -4.03 % |
| 2025/09/30 | AER | AERCAP HOLDINGS NV | 3.09% | 17.190 M $ | 142069 | 2024/06/30 | 676.000 K $ | 3.42 % |
| 2025/09/30 | BLDR | BUILDERS FIRSTSOURCE INC | 3.03% | 16.854 M $ | 139000 | 2021/06/30 | 912.000 K $ | 3.91 % |
| 2025/09/30 | FOR | FORESTAR GROUP INC | 2.99% | 16.619 M $ | 625000 | 2024/03/31 | 4.745 M $ | 32.95 % |
| 2025/09/30 | SBUX | STARBUCKS CORP | 2.74% | 15.228 M $ | 180000 | 2024/06/30 | -527.250 K $ | -7.67 % |
| 2025/09/30 | SG | SWEETGREEN INC | 2.69% | 14.963 M $ | 1875000 | 2025/06/30 | -5.644 M $ | -46.37 % |
| 2025/09/30 | URBN | URBAN OUTFITTERS INC | 2.57% | 14.286 M $ | 200000 | 2024/03/31 | -416.249 K $ | -1.53 % |
| 2025/09/30 | FOXF | FOX FACTORY HLDG CORP | 1.83% | 10.202 M $ | 420000 | 2025/06/30 | -742.500 K $ | -6.36 % |
| 2025/09/30 | COCO | VITA COCO CO INC | 1.44% | 8.006 M $ | 188500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SG | SWEETGREEN INC | 0.72% | 3.990 M $ | 500000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DMRC | DIGIMARC CORP NEW | 0.44% | 2.443 M $ | 250000 | 2024/03/31 | -1.170 M $ | -26.04 % |
| 2025/09/30 | RESOLUTE HLDGS MGMT INC | 0.43% | 2.381 M $ | 33000 | 2025/03/31 | 3.343 M $ | 126.39 % | |
| 2025/09/30 | SOUN | SOUNDHOUND AI INC | 0.34% | 1.900 M $ | 118166 | 2024/12/31 | 2.208 M $ | 49.86 % |
| 2025/09/30 | NIAGEN BIOSCIENCE INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | RDW | REDWIRE CORPORATION | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |