Woodson Capital Management, LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Woodson Capital Management, LP reported 36 stock positions worth $511.2 million . Its top holding was Group 1 Automotive (GPI) at 7.9% of the portfolio, followed by Tapestry (TPR, 7.5% ) and Ryanair Holdings PLC-SP ADR (RYAAY, 7.3% ). Compared with Q1 2024, it opened 6 new positions, sold out of 7, added to 13 and reduced 15. The biggest buy was a new position in Levi Strauss Class A (LEVI) and the biggest sale an exit from Interactive Brokers Gro Class A (IBKR).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $511.2M (Q2 2024) Holdings 36 stocks · $511.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 GPI Group 1 Automotive Inc. 136,000 $40.4M Reduce -4.6% TPR Tapestry Inc. 900,000 $38.5M Add +9.8% RYAAY Ryanair Holdings PLC-SP ADR 320,000 $37.3M Add +3.8% URBN Urban Outfitters Inc. 850,000 $34.9M Add +35.5% GOOGL Alphabet Inc. Class A 188,500 $34.3M Reduce -18.9% LEVI Levi Strauss & Co. Class A 1,100,000 $21.2M New BLDR Builders Firstsource Inc. 150,000 $20.8M Add +33.3% WMT Walmart Inc. 275,000 $18.6M Reduce -6.8% TFIN Triumph Financial Inc. 220,000 $18.0M Add +10.0% MCW Mister Car Wash Inc. 2,500,000 $17.8M No change REAL The Realreal Inc. filed as THE REALREAL INC 5,250,000 $16.7M Add +5.0% FOR Forestar Group Inc. 500,000 $16.0M Add +50.3% AER Aercap Holdings NV 160,100 $14.9M New AAPL Apple Inc. 60,000 $12.6M New DMRC Digimarc Corp. 384,538 $11.9M Add +284.5% CRH CRH PLC 150,000 $11.2M Reduce -6.6% SU Suncor Energy Inc. 288,170 $11.0M Reduce -22.1% DESP Despegar.com Corp. 800,000 $10.6M Add +60.0% BOOT Boot Barn Holdings Inc. 80,000 $10.3M New CVE Cenovus Energy Inc. 500,000 $9.8M Reduce -24.2% SN Sharkninja Inc. 125,000 $9.4M Reduce -42.1% PJT PJT Partners Inc. Class A 85,000 $9.2M Reduce -2.3% DECK Deckers Outdoor Corp. 8,900 $8.6M Reduce -48.8% HLI Houlihan Lokey Inc. 63,000 $8.5M Reduce -1.7% MTH Meritage Homes Corp. 42,500 $6.9M Add +7.6% HOV Hovnanian Enterprises-A 48,000 $6.8M Add +18.2% CCS Century Communities Inc. 82,800 $6.8M Add +6.4% FANG Diamondback Energy Inc. 33,500 $6.7M Reduce -25.6% SBUX Starbucks Corp. 85,000 $6.6M New GRBK Green Brick Partners Inc. 115,000 $6.6M Add +9.5% DHI D.R. Horton Inc. 44,000 $6.2M No change EOG EOG Resources Inc. 38,494 $4.8M Reduce -30.0% LBRT Liberty Energy Inc. 225,700 $4.7M Reduce -31.6% EWCZ European Wax Center Inc. Class A 450,609 $4.5M Reduce -27.3% DVN Devon Energy Corp. 91,800 $4.4M Reduce -32.0% OLPX Olaplex Holdings Inc. 2,342,792 $3.6M New
Options reported separately and not counted above: SU calls ($57.1M), TPR calls ($8.6M).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ IBKR Interactive Brokers Gro Class A Sold out 0.00% −3.65 INVH Invitation Homes Inc. Sold out 0.00% −2.51 VRSN Verisign Inc. Sold out 0.00% −2.25 CPT Camden Property Trust Sold out 0.00% −2.19 MTN Vail Resorts Inc. Sold out 0.00% −1.87 GDX Vaneck Gold Miners ETF Sold out 0.00% −1.46 DECK Deckers Outdoor Corp. Reduce -48.8% 1.69% −1.30 NOV Nov Inc. Sold out 0.00% −1.16 SN Sharkninja Inc. Reduce -42.1% 1.84% −0.62 EWCZ European Wax Center Inc. Class A Reduce -27.3% 0.88% −0.59 CVE Cenovus Energy Inc. Reduce -24.2% 1.92% −0.49 DVN Devon Energy Corp. Reduce -32.0% 0.85% −0.39 SU Suncor Energy Inc. Reduce -22.1% 2.15% −0.35 EOG EOG Resources Inc. Reduce -30.0% 0.95% −0.34 CRH CRH PLC Reduce -6.6% 2.20% −0.33 LBRT Liberty Energy Inc. Reduce -31.6% 0.92% −0.33 FANG Diamondback Energy Inc. Reduce -25.6% 1.31% −0.32 HLI Houlihan Lokey Inc. Reduce -1.7% 1.66% +0.16 PJT PJT Partners Inc. Class A Reduce -2.3% 1.79% +0.30 GPI Group 1 Automotive Inc. Reduce -4.6% 7.91% +0.30 GOOGL Alphabet Inc. Class A Reduce -18.9% 6.72% +0.31 WMT Walmart Inc. Reduce -6.8% 3.64% +0.40
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ LEVI Levi Strauss & Co. Class A New 4.15% +4.15 AER Aercap Holdings NV New 2.92% +2.92 AAPL Apple Inc. New 2.47% +2.47 BOOT Boot Barn Holdings Inc. New 2.02% +2.02 URBN Urban Outfitters Inc. Add +35.5% 6.83% +1.85 DMRC Digimarc Corp. Add +284.5% 2.33% +1.84 SBUX Starbucks Corp. New 1.29% +1.29 DESP Despegar.com Corp. Add +60.0% 2.07% +0.98 OLPX Olaplex Holdings Inc. New 0.71% +0.71 FOR Forestar Group Inc. Add +50.3% 3.13% +0.69 TFIN Triumph Financial Inc. Add +10.0% 3.52% +0.62 TPR Tapestry Inc. Add +9.8% 7.53% +0.42 HOV Hovnanian Enterprises-A Add +18.2% 1.33% +0.17 GRBK Green Brick Partners Inc. Add +9.5% 1.29% +0.13 MTH Meritage Homes Corp. Add +7.6% 1.35% +0.08 CCS Century Communities Inc. Add +6.4% 1.32% −0.05 BLDR Builders Firstsource Inc. Add +33.3% 4.06% −0.22 REAL The Realreal Inc. Add +5.0% 3.28% −0.30 RYAAY Ryanair Holdings PLC-SP ADR Add +3.8% 7.29% −0.91
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ CVE Cenovus Energy Inc. call Sold out 500,000 $10.0Mbefore exit RC Ready Capital Corp. put Sold out 440,000 $4.0Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 26 $597.4M RDDT, XYZ, SG, AS, REAL Q1 2026 28 $618.1M AS, RDDT, AMZN, TPR, XYZ Q4 2025 28 $647.6M AS, TPR, RDDT, XYZ, SG Q3 2025 24 $519.9M TPR, COCO, REAL, XYZ, GPGI Q2 2025 26 $557.3M TPR, RDDT, AMZN, COCO, AS Q1 2025 23 $437.9M TPR, AMZN, RDDT, REAL, AS Q4 2024 28 $528.0M TPR, REAL, RDDT, URBN, AMZN Q3 2024 33 $459.2M TPR, GPI, URBN, XYZ, BLDR Q2 2024 36 $511.2M GPI, TPR, RYAAY, URBN, GOOGL Q1 2024 37 $547.4M RYAAY, GPI, TPR, GOOGL, URBN