Woodson Capital Management, Lp Top Holdings and 13F Report (2025) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $599.46 million in total holdings as of June 30, 2025.Woodson Capital Management, Lp owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 18.76% of the portfolio was purchased this quarter.About 30.27% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 26 new stocks and bought additional shares in 9 stocks.Woodson Capital Management, Lp sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Tapestry $102,737,700REDDIT INC $50,139,810Amazon.com $37,076,910Vita Coco $33,462,606AMER SPORTS INC $32,639,796 Largest New Holdings this Quarter 978097103 - Wolverine World Wide $21,139,642 Holding87043Q108 - Sweetgreen $12,170,977 HoldingH2906T109 - Garmin $11,897,040 Holding35138V102 - Fox Factory $11,673,000 HoldingG31249108 - Establishment Labs $9,609,750 Holding Largest Purchases this Quarter Wolverine World Wide 1,169,228 shares (about $21.14M)Sweetgreen 817,942 shares (about $12.17M)Garmin 57,000 shares (about $11.90M)Fox Factory 450,000 shares (about $11.67M)Establishment Labs 225,000 shares (about $9.61M) Largest Sales this Quarter Tapestry 372,900 shares (about $32.74M)SoundHound AI 1,172,868 shares (about $12.58M)Amazon.com 31,500 shares (about $6.91M)AMER SPORTS INC 140,958 shares (about $5.46M)Group 1 Automotive 5,000 shares (about $2.18M) 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$102,737,700$32,744,349 ▼-24.2%1,170,00017.1%Retail/WholesaleREDDIT INC$50,139,810$1,297,311 ▲2.7%333,0008.4%CL AAMZNAmazon.com$37,076,910$6,910,785 ▼-15.7%169,0006.2%Retail/WholesaleCOCOVita Coco$33,462,606$3,378,094 ▲11.2%926,9425.6%Consumer StaplesAMER SPORTS INC$32,639,796$5,463,532 ▼-14.3%842,1005.4%COM SHSREALRealReal$30,656,000$5,255,454 ▲20.7%6,400,0005.1%Consumer DiscretionaryCMPOCompoSecure$28,180,000$2,818,000 ▲11.1%2,000,0004.7%Business ServicesURBNUrban Outfitters$27,202,500$140,873 ▼-0.5%375,0004.5%Retail/WholesaleBLOCK INC$26,492,700$2,717,200 ▲11.4%390,0004.4%CL AGPIGroup 1 Automotive$25,329,180$2,183,550 ▼-7.9%58,0004.2%Retail/WholesaleUUnity Software$24,200,000$3,797,996 ▲18.6%1,000,0004.0%Computer and TechnologyMYTEMYT Netherlands Parent B.V.$23,549,754$3,699,754 ▲18.6%2,965,9643.9%Retail/WholesaleBLDRBuilders FirstSource$23,338,000$5,834,500 ▲33.3%200,0003.9%Retail/WholesaleWWWWolverine World Wide$21,139,642$21,139,642 ▲New Holding1,169,2283.5%Consumer DiscretionaryAERAercap$19,773,000$1,255,527 ▼-6.0%169,0003.3%TransportationFORForestar Group$14,400,000$1,820,000 ▲14.5%720,0002.4%FinanceSGSweetgreen$12,170,977$12,170,977 ▲New Holding817,9422.0%Retail/WholesaleGRMNGarmin$11,897,040$11,897,040 ▲New Holding57,0002.0%Computer and TechnologyFOXFFox Factory$11,673,000$11,673,000 ▲New Holding450,0001.9%Auto/Tires/TrucksESTAEstablishment Labs$9,609,750$9,609,750 ▲New Holding225,0001.6%MedicalRDWRedwire$8,150,000$8,150,000 ▲New Holding500,0001.4%AerospaceNIAGEN BIOSCIENCE INC$7,205,000$7,205,000 ▲New Holding500,0001.2%COM NEWSBUXStarbucks$6,872,250$1,007,930 ▼-12.8%75,0001.1%Retail/WholesaleDMRCDigimarc$4,491,400$1,609,599 ▼-26.4%340,0000.7%IndustrialsSOUNSoundHound AI$4,428,529$12,584,875 ▼-74.0%412,7240.7%Computer and TechnologyRESOLUTE HLDGS MGMT INC$2,645,210$1,147,256 ▼-30.3%83,0000.4%COMCROXCrocs$0$65,047,500 ▼-100.0%00.0%Consumer DiscretionaryDESPDespegar.com$0$15,032,000 ▼-100.0%00.0%TransportationRUMRumble$0$14,140,000 ▼-100.0%00.0%Computer and TechnologyMTHMeritage Homes$0$7,265,200 ▼-100.0%00.0%ConstructionHOVHovnanian Enterprises$0$6,843,846 ▼-100.0%00.0%ConstructionGPSGAP$0$4,946,400 ▼-100.0%00.0%Consumer CyclicalSYMSymbotic$0$3,114,361 ▼-100.0%00.0%Business ServicesShowing 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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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