Woodson Capital Management, Lp Top Holdings and 13F Report (2025) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $621.34 million in total holdings as of December 31, 2024.Woodson Capital Management, Lp owns shares of 31 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 27.12% of the portfolio was purchased this quarter.About 31.91% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 34 new stocks and bought additional shares in 9 stocks.Woodson Capital Management, Lp sold shares of 14 stocks and completely divested from 11 stocks this quarter.Largest Holdings Tapestry $77,089,400Despegar.com $39,929,678RealReal $36,615,500REDDIT INC $34,322,400Urban Outfitters $32,202,980 Largest New Holdings this Quarter SoundHound AI $28,849,404 HoldingRumble $26,020,000 HoldingYandex $20,221,000 HoldingMYT Netherlands Parent B.V. $11,905,834 HoldingSharkNinja $8,762,400 Holding Largest Purchases this Quarter SoundHound AI 1,454,103 shares (about $28.85M)Rumble 2,000,000 shares (about $26.02M)Yandex 730,000 shares (about $20.22M)Amazon.com 68,580 shares (about $15.05M)Tapestry 209,200 shares (about $13.67M) Largest Sales this Quarter RealReal 2,050,000 shares (about $22.41M)REDDIT INC 74,980 shares (about $12.25M)BLOCK INC 106,007 shares (about $9.01M)Urban Outfitters 163,211 shares (about $8.96M)Deckers Outdoor 36,000 shares (about $7.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodson Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPRTapestry$77,089,400$13,667,036 ▲21.5%1,180,00012.4%Retail/WholesaleDESPDespegar.com$39,929,678$12,460,852 ▲45.4%2,074,2696.4%TransportationREALRealReal$36,615,500$22,406,500 ▼-38.0%3,350,0005.9%Consumer DiscretionaryREDDIT INC$34,322,400$12,254,731 ▼-26.3%210,0005.5%CL AURBNUrban Outfitters$32,202,980$8,957,020 ▼-21.8%586,7895.2%Retail/WholesaleAMZNAmazon.com$30,714,600$15,045,766 ▲96.0%140,0004.9%Retail/WholesaleAMER SPORTS INC$29,358,000$6,732,768 ▲29.8%1,050,0004.7%COM SHSSOUNSoundHound AI$28,849,404$28,849,404 ▲New Holding1,454,1034.6%Computer and TechnologyGPIGroup 1 Automotive$28,660,640$3,793,320 ▼-11.7%68,0004.6%Retail/WholesaleCOCOVita Coco$26,191,890$1,127,711 ▲4.5%709,6154.2%Consumer StaplesRUMRumble$26,020,000$26,020,000 ▲New Holding2,000,0004.2%Computer and TechnologyBLOCK INC$25,497,000$9,009,535 ▼-26.1%300,0004.1%CL AGOOGLAlphabet$20,444,400$3,786,000 ▼-15.6%108,0003.3%Computer and TechnologyYNDXYandex$20,221,000$20,221,000 ▲New Holding730,0003.3%Computer and TechnologyDMRCDigimarc$19,519,352$2,454,735 ▲14.4%521,2113.1%Industrial ProductsCMPOCompoSecure$19,162,500$7,358,400 ▲62.3%1,250,0003.1%Business ServicesAERAerCap$17,991,600$464,049 ▼-2.5%188,0002.9%TransportationFORForestar Group$12,960,000$1,555,200 ▼-10.7%500,0002.1%FinanceBLDRBuilders FirstSource$12,863,700$3,295,680 ▼-20.4%90,0002.1%Retail/WholesaleTFINTriumph Financial$12,723,200$5,132,993 ▼-28.7%140,0002.0%FinanceMYTEMYT Netherlands Parent B.V.$11,905,834$11,905,834 ▲New Holding1,676,8781.9%Retail/WholesaleSNSharkNinja$8,762,400$8,762,400 ▲New Holding90,0001.4%Retail/WholesaleCHTRCharter Communications$8,226,480$1,713,850 ▼-17.2%24,0001.3%Consumer DiscretionarySBUXStarbucks$8,212,500$509,175 ▼-5.8%90,0001.3%Retail/WholesaleWMTWalmart$7,318,350$36,140 ▼-0.5%81,0001.2%Retail/WholesaleDALDelta Air Lines$7,260,000$7,260,000 ▲New Holding120,0001.2%TransportationMTHMeritage Homes$5,891,306$1,276,706 ▲27.7%38,3000.9%ConstructionHOVHovnanian Enterprises$4,750,610$736,010 ▲18.3%35,5000.8%ConstructionSYMSymbotic$3,653,711$3,653,711 ▲New Holding154,1000.6%Business ServicesDECKDeckers Outdoor$3,046,350$7,311,240 ▼-70.6%15,0000.5%Retail/WholesaleBLNKBlink Charging$972,861$972,861 ▲New Holding699,9000.2%Computer and TechnologySUSuncor Energy$0$45,041,292 ▼-100.0%00.0%Oils/EnergyLEVILevi Strauss & Co.$0$17,123,900 ▼-100.0%00.0%Retail/WholesaleGLDSPDR Gold Shares$0$15,798,900 ▼-100.0%00.0%FinanceVFCVF$0$6,663,918 ▼-100.0%00.0%Consumer DiscretionaryDHID.R. Horton$0$6,295,410 ▼-100.0%00.0%ConstructionPJTPJT Partners$0$6,266,980 ▼-100.0%00.0%FinanceCVECenovus Energy$0$6,200,138 ▼-100.0%00.0%Oils/EnergyHLIHoulihan Lokey$0$6,099,572 ▼-100.0%00.0%FinanceMCWMister Car Wash$0$4,166,400 ▼-100.0%00.0%Auto/Tires/TrucksEWCZEuropean Wax Center$0$2,720,000 ▼-100.0%00.0%Consumer StaplesKSSKohl's$0$1,688,000 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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