Woodson Capital Management, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Woodson Capital Management, LP reported 37 stock positions worth $547.4 million. Its top holding was Ryanair Holdings PLC-SP ADR (RYAAY) at 8.2% of the portfolio, followed by Group 1 Automotive (GPI, 7.6%) and Tapestry (TPR, 7.1%). Compared with Q4 2023, it opened 7 new positions, sold out of 6, added to 11 and reduced 12. The biggest buy was Tapestry (TPR, shares +273%) and the biggest sale Alphabet Class A (GOOGL, shares −27%).

Most Recent 13F
Q2 2026
Location
Greenwich, CT
CIK
0001697848
Portfolio Value
$547.4M (Q1 2024)
SEC Filing
0001172661-24-002388 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $547.4M $547.4M Q1 2024 Q2 2024: $511.2M Q2 2024 Q3 2024: $459.2M Q3 2024 Q4 2024: $528.0M Q4 2024 Q1 2025: $437.9M Q1 2025 Q2 2025: $557.3M Q2 2025 Q3 2025: $519.9M Q3 2025 Q4 2025: $647.6M Q4 2025 Q1 2026: $618.1M Q1 2026 Q2 2026: $597.4M Q2 2026

Holdings 37 stocks · $547.4M
RYAAY Ryanair Holdings PLC-SP ADR 8.20% 308,400 $44.9M Reduce -11.9%
GPI Group 1 Automotive Inc. 7.61% 142,500 $41.6M Add +114.6%
TPR Tapestry Inc. 7.11% 820,000 $38.9M Add +272.7%
GOOGL Alphabet Inc. Class A 6.41% 232,500 $35.1M Reduce -27.3%
URBN Urban Outfitters Inc. 4.97% 627,200 $27.2M New
BLDR Builders Firstsource Inc. 4.29% 112,500 $23.5M Reduce -10.7%
IBKR Interactive Brokers Gro Class A 3.65% 179,000 $20.0M Reduce -7.3%
REAL The Realreal Inc. filed as THE REALREAL INC 3.57% 5,000,002 $19.6M Add +0.0%
MCW Mister Car Wash Inc. 3.54% 2,500,000 $19.4M Reduce -7.4%
WMT Walmart Inc. 3.24% 295,000 $17.8M Add +0.3%
DECK Deckers Outdoor Corp. 2.99% 17,386 $16.4M Reduce -16.8%
TFIN Triumph Financial Inc. 2.90% 200,000 $15.9M Add +3.0%
CRH CRH PLC 2.53% 160,600 $13.9M New
INVH Invitation Homes Inc. 2.51% 385,500 $13.7M Reduce -37.8%
SU Suncor Energy Inc. 2.49% 370,000 $13.7M No change
SN Sharkninja Inc. 2.46% 216,000 $13.5M New
FOR Forestar Group Inc. 2.44% 332,600 $13.4M New
CVE Cenovus Energy Inc. 2.41% 660,000 $13.2M No change
VRSN Verisign Inc. 2.25% 65,000 $12.3M Add +8.3%
CPT Camden Property Trust 2.19% 121,920 $12.0M New
MTN Vail Resorts Inc. 1.87% 46,000 $10.3M Reduce -2.1%
FANG Diamondback Energy Inc. 1.63% 45,000 $8.9M No change
HLI Houlihan Lokey Inc. 1.50% 64,100 $8.2M Reduce -2.9%
PJT PJT Partners Inc. Class A 1.50% 87,000 $8.2M Add +8.8%
EWCZ European Wax Center Inc. Class A 1.47% 619,971 $8.0M Reduce -10.5%
GDX Vaneck Gold Miners ETF 1.46% 252,200 $8.0M Add +26.1%
CCS Century Communities Inc. 1.37% 77,800 $7.5M Add +8.1%
DHI D.R. Horton Inc. 1.32% 44,000 $7.2M Reduce -13.7%
EOG EOG Resources Inc. 1.28% 55,000 $7.0M No change
MTH Meritage Homes Corp. 1.27% 39,500 $6.9M Add +16.2%
LBRT Liberty Energy Inc. 1.25% 330,000 $6.8M No change
DVN Devon Energy Corp. 1.24% 135,000 $6.8M No change
HOV Hovnanian Enterprises-A 1.16% 40,600 $6.4M Reduce -9.8%
NOV Nov Inc. 1.16% 325,000 $6.3M No change
GRBK Green Brick Partners Inc. 1.16% 105,000 $6.3M Add +11.7%
DESP Despegar.com Corp. 1.09% 500,000 $6.0M New
DMRC Digimarc Corp. 0.50% 100,000 $2.7M New

Options reported separately and not counted above: SU calls ($55.4M), CVE calls ($10.0M), TPR calls ($9.5M), RC puts ($4.0M).

Portfolio Sells Q4 2023 → Q1 2024
GOOGL Alphabet Inc. Class A Reduce -27.3% 6.41% −3.98
URI United Rentals Inc. Sold out 0.00% −2.67
RYAAY Ryanair Holdings PLC-SP ADR Reduce -11.9% 8.20% −2.64
INVH Invitation Homes Inc. Reduce -37.8% 2.51% −2.41
HAS Hasbro Inc. Sold out 0.00% −1.90
MCW Mister Car Wash Inc. Reduce -7.4% 3.54% −1.88
USFD US Foods Holding Corp. Sold out 0.00% −1.58
XYZ Block Inc. Sold out 0.00% −0.84
EWCZ European Wax Center Inc. Class A Reduce -10.5% 1.47% −0.72
BLDR Builders Firstsource Inc. Reduce -10.7% 4.29% −0.60
GENK Gen Restaurant Group Inc. Sold out 0.00% −0.55
DHI D.R. Horton Inc. Reduce -13.7% 1.32% −0.48
HOV Hovnanian Enterprises-A Reduce -9.8% 1.16% −0.46
MTN Vail Resorts Inc. Reduce -2.1% 1.87% −0.46
HLI Houlihan Lokey Inc. Reduce -2.9% 1.50% −0.34
DECK Deckers Outdoor Corp. Reduce -16.8% 2.99% −0.26
PTON Peloton Interactive Inc. Class A Sold out 0.00% −0.07
IBKR Interactive Brokers Gro Class A Reduce -7.3% 3.65% −0.07

Portfolio Buys Q4 2023 → Q1 2024
TPR Tapestry Inc. Add +272.7% 7.11% +5.23
URBN Urban Outfitters Inc. New 4.97% +4.97
GPI Group 1 Automotive Inc. Add +114.6% 7.61% +2.91
CRH CRH PLC New 2.53% +2.53
SN Sharkninja Inc. New 2.46% +2.46
FOR Forestar Group Inc. New 2.44% +2.44
CPT Camden Property Trust New 2.19% +2.19
REAL The Realreal Inc. Add +0.0% 3.57% +1.24
DESP Despegar.com Corp. New 1.09% +1.09
DMRC Digimarc Corp. New 0.50% +0.50
GRBK Green Brick Partners Inc. Add +11.7% 1.16% +0.02
GDX Vaneck Gold Miners ETF Add +26.1% 1.46% +0.02
MTH Meritage Homes Corp. Add +16.2% 1.27% −0.11
CCS Century Communities Inc. Add +8.1% 1.37% −0.15
WMT Walmart Inc. Add +0.3% 3.24% −0.35
PJT PJT Partners Inc. Class A Add +8.8% 1.50% −0.40
VRSN Verisign Inc. Add +8.3% 2.25% −0.62
TFIN Triumph Financial Inc. Add +3.0% 2.90% −0.72

Options Activity Q4 2023 → Q1 2024
TPR Tapestry Inc. call New 200,000 $9.5M
RC Ready Capital Corp. put New 440,000 $4.0M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 26$597.4MRDDT, XYZ, SG, AS, REAL
Q1 2026 28$618.1MAS, RDDT, AMZN, TPR, XYZ
Q4 2025 28$647.6MAS, TPR, RDDT, XYZ, SG
Q3 2025 24$519.9MTPR, COCO, REAL, XYZ, GPGI
Q2 2025 26$557.3MTPR, RDDT, AMZN, COCO, AS
Q1 2025 23$437.9MTPR, AMZN, RDDT, REAL, AS
Q4 2024 28$528.0MTPR, REAL, RDDT, URBN, AMZN
Q3 2024 33$459.2MTPR, GPI, URBN, XYZ, BLDR
Q2 2024 36$511.2MGPI, TPR, RYAAY, URBN, GOOGL
Q1 2024 37$547.4MRYAAY, GPI, TPR, GOOGL, URBN