Woodson Capital Management, Lp Top Holdings and 13F Report (2025) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $576.78 million in total holdings as of March 31, 2025.Woodson Capital Management, Lp owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 32.51% of the portfolio was purchased this quarter.About 22.47% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 31 new stocks and bought additional shares in 13 stocks.Woodson Capital Management, Lp sold shares of 7 stocks and completely divested from 9 stocks this quarter.Largest Holdings Tapestry $108,635,589Crocs $65,047,500Amazon.com $38,147,130REDDIT INC $34,027,882RealReal $28,582,243 Largest New Holdings this Quarter 227046109 - Crocs $65,047,500 Holding91332U101 - Unity Software $16,515,506 Holding364760108 - GAP $4,946,400 Holding76134H101 - RESOLUTE HLDGS MGMT INC $3,729,397 Holding Largest Purchases this Quarter Crocs 612,500 shares (about $65.05M)Tapestry 362,900 shares (about $25.55M)Unity Software 843,058 shares (about $16.52M)REDDIT INC 114,384 shares (about $12.00M)Amazon.com 60,500 shares (about $11.51M) Largest Sales this Quarter Despegar.com 1,274,269 shares (about $23.94M)Urban Outfitters 209,847 shares (about $11.00M)Group 1 Automotive 5,000 shares (about $1.91M)AMER SPORTS INC 66,942 shares (about $1.79M)AerCap 8,269 shares (about $844.84K) 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$108,635,589$25,551,789 ▲30.8%1,542,90018.8%Retail/WholesaleCROXCrocs$65,047,500$65,047,500 ▲New Holding612,50011.3%Consumer DiscretionaryAMZNAmazon.com$38,147,130$11,510,730 ▲43.2%200,5006.6%Retail/WholesaleREDDIT INC$34,027,882$11,998,882 ▲54.5%324,3845.9%CL AREALRealReal$28,582,243$10,525,743 ▲58.3%5,302,8285.0%Consumer DiscretionaryAMER SPORTS INC$26,277,140$1,789,360 ▼-6.4%983,0584.6%COM SHSCOCOVita Coco$25,542,668$3,792,968 ▲17.4%833,3664.4%Consumer StaplesGPIGroup 1 Automotive$24,062,850$1,909,750 ▼-7.4%63,0004.2%Retail/WholesaleURBNUrban Outfitters$19,751,761$10,995,983 ▼-35.8%376,9423.4%Retail/WholesaleCMPOCompoSecure$19,566,000$5,978,500 ▲44.0%1,800,0003.4%Business ServicesBLOCK INC$19,015,500$2,716,500 ▲16.7%350,0003.3%CL AMYTEMYT Netherlands Parent B.V.$18,900,000$6,222,802 ▲49.1%2,500,0003.3%Retail/WholesaleBLDRBuilders FirstSource$18,741,000$7,496,400 ▲66.7%150,0003.2%Retail/WholesaleAERAerCap$18,363,116$844,844 ▼-4.4%179,7313.2%TransportationUUnity Software$16,515,506$16,515,506 ▲New Holding843,0582.9%Computer and TechnologyDESPDespegar.com$15,032,000$23,943,515 ▼-61.4%800,0002.6%TransportationRUMRumble$14,140,0000.0%2,000,0002.5%Computer and TechnologyFORForestar Group$13,297,060$2,727,060 ▲25.8%629,0002.3%FinanceSOUNSoundHound AI$12,875,007$1,067,691 ▲9.0%1,585,5922.2%Computer and TechnologySBUXStarbucks$8,435,740$392,360 ▼-4.4%86,0001.5%Retail/WholesaleMTHMeritage Homes$7,265,200$4,550,496 ▲167.6%102,5001.3%ConstructionHOVHovnanian Enterprises$6,843,846$3,126,641 ▲84.1%65,3601.2%ConstructionDMRCDigimarc$5,920,879$761,047 ▼-11.4%461,8471.0%IndustrialsGPSGAP$4,946,400$4,946,400 ▲New Holding240,0000.9%Consumer CyclicalRESOLUTE HLDGS MGMT INC$3,729,397$3,729,397 ▲New Holding118,9980.6%COMSYMSymbotic$3,114,3610.0%154,1000.5%Business ServicesGOOGLAlphabet$0$20,444,400 ▼-100.0%00.0%Computer and TechnologyYNDXYandex$0$20,221,000 ▼-100.0%00.0%Computer and TechnologyTFINTriumph Financial$0$12,723,200 ▼-100.0%00.0%FinanceSNSharkNinja$0$8,762,400 ▼-100.0%00.0%Retail/WholesaleCHTRCharter Communications$0$8,226,480 ▼-100.0%00.0%Consumer DiscretionaryWMTWalmart$0$7,318,350 ▼-100.0%00.0%Retail/WholesaleDALDelta Air Lines$0$7,260,000 ▼-100.0%00.0%TransportationDECKDeckers Outdoor$0$3,046,350 ▼-100.0%00.0%Retail/WholesaleBLNKBlink Charging$0$972,861 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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