Investor Details
| Filer Name: | WOODSON CAPITAL MANAGEMENT, LP |
|---|---|
| CIK: | 1697848 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 34 |
| Portfolio Value: | $0.62B |
Woodson Capital Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TPR | US | TAPESTRY INC | 780,000 | $51M | 8.20% | 33.3% | - |
| REAL | US | REALREAL INC/THE | 3,350,000 | $37M | 5.89% | -38.0% | - |
| RDDT | US | REDDIT INC-CL A | 210,000 | $34M | 5.52% | -26.3% | - |
| URBN | US | URBAN OUTFITTERS INC | 586,789 | $32M | 5.18% | -21.8% | - |
| AMZN | US | AMAZON.COM INC | 140,000 | $31M | 4.94% | 96.0% | - |
| DESP | US | DESPEGAR.COM CORP | 1,564,269 | $30M | 4.85% | -64.3% | - |
| AS | US | AMER SPORTS INC | 1,050,000 | $29M | 4.72% | 29.8% | - |
| GPI | US | GROUP 1 AUTOMOTIVE INC | 68,000 | $29M | 4.61% | -11.7% | - |
| SOUN | US | SOUNDHOUND AI INC-A | 1,350,000 | $27M | 4.31% | 100.0% | Put |
| COCO | US | VITA COCO CO INC/THE | 709,615 | $26M | 4.22% | 4.5% | - |
| TPR | US | TAPESTRY INC | 400,000 | $26M | 4.21% | 33.3% | Call |
| RUM | US | RUMBLE INC | 2,000,000 | $26M | 4.19% | 100.0% | Put |
| SQ | US | BLOCK INC | 300,000 | $25M | 4.10% | -26.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 108,000 | $20M | 3.29% | -15.6% | - |
| NBIS | US | NEBIUS GROUP NV | 730,000 | $20M | 3.25% | 100.0% | - |
| DMRC | US | DIGIMARC CORP | 521,211 | $20M | 3.14% | 14.4% | - |
| CMPO | US | COMPOSECURE INC-A | 1,250,000 | $19M | 3.08% | 62.3% | - |
| AER | US | AERCAP HOLDINGS NV | 188,000 | $18M | 2.90% | -2.5% | - |
| FOR | US | FORESTAR GROUP INC | 500,000 | $13M | 2.09% | -10.7% | - |
| BLDR | US | BUILDERS FIRSTSOURCE INC | 90,000 | $13M | 2.07% | -20.4% | - |