Woodson Capital Management, LP In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Woodson Capital Management, LP reported 33 stock positions worth $459.2 million . Its top holding was Tapestry (TPR) at 6.9% of the portfolio, followed by Group 1 Automotive (GPI, 6.4% ) and Urban Outfitters (URBN, 6.3% ). Compared with Q2 2024, it opened 9 new positions, sold out of 12, added to 6 and reduced 18. The biggest buy was a new position in Block (XYZ) and the biggest sale an exit from Ryanair Holdings PLC-SP ADR (RYAAY).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $459.2M (Q3 2024) Holdings 33 stocks · $459.2M 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 Q2 2024 TPR Tapestry Inc. 670,800 $31.5M Reduce -25.5% GPI Group 1 Automotive Inc. 77,000 $29.5M Reduce -43.4% URBN Urban Outfitters Inc. 750,000 $28.7M Reduce -11.8% XYZ Block Inc. 406,007 $27.3M New BLDR Builders Firstsource Inc. 113,058 $21.9M Reduce -24.6% GOOGL Alphabet Inc. Class A 128,000 $21.2M Reduce -32.1% COCO The Vita Coco Co. Inc. 679,062 $19.2M New RDDT Reddit Inc. Class A 284,980 $18.8M New AER Aercap Holdings NV 192,849 $18.3M Add +20.5% FOR Forestar Group Inc. 560,000 $18.1M Add +12.0% DESP Despegar.com Corp. 1,426,952 $17.7M Add +78.4% LEVI Levi Strauss & Co. Class A 785,500 $17.1M Reduce -28.6% REAL The Realreal Inc. filed as THE REALREAL INC 5,400,000 $17.0M Add +2.9% GLD SPDR Gold Shares 65,000 $15.8M New TFIN Triumph Financial Inc. 196,481 $15.6M Reduce -10.7% AMZN Amazon.com Inc. 71,420 $13.3M New AS Amer Sports Inc. 809,200 $12.9M New DMRC Digimarc Corp. 455,664 $12.2M Add +18.5% GPGI Gpgi Inc. filed as COMPOSECURE INC 770,000 $10.8M New CHTR Charter Communications Inc. Class A 29,000 $9.4M New SBUX Starbucks Corp. 95,580 $9.3M Add +12.4% DECK Deckers Outdoor Corp. 51,000 $8.1M Reduce -4.5% SU Suncor Energy Inc. 219,970 $8.1M Reduce -23.7% VFC VF Corp. 334,031 $6.7M New WMT Walmart Inc. 81,400 $6.6M Reduce -70.4% DHI D.R. Horton Inc. 33,000 $6.3M Reduce -25.0% PJT PJT Partners Inc. Class A 47,000 $6.3M Reduce -44.7% CVE Cenovus Energy Inc. 370,600 $6.2M Reduce -25.9% MTH Meritage Homes Corp. 30,000 $6.2M Reduce -29.4% HOV Hovnanian Enterprises-A 30,000 $6.1M Reduce -37.5% HLI Houlihan Lokey Inc. 38,600 $6.1M Reduce -38.7% MCW Mister Car Wash Inc. 640,000 $4.2M Reduce -74.4% EWCZ European Wax Center Inc. Class A 400,000 $2.7M Reduce -11.2%
Options reported separately and not counted above: SU calls ($36.9M), TPR calls ($14.1M), KSS puts ($1.7M).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ RYAAY Ryanair Holdings PLC-SP ADR Sold out 0.00% −7.29 MCW Mister Car Wash Inc. Reduce -74.4% 0.91% −2.57 AAPL Apple Inc. Sold out 0.00% −2.47 WMT Walmart Inc. Reduce -70.4% 1.43% −2.21 CRH CRH PLC Sold out 0.00% −2.20 GOOGL Alphabet Inc. Class A Reduce -32.1% 4.62% −2.09 BOOT Boot Barn Holdings Inc. Sold out 0.00% −2.02 SN Sharkninja Inc. Sold out 0.00% −1.84 GPI Group 1 Automotive Inc. Reduce -43.4% 6.42% −1.49 CCS Century Communities Inc. Sold out 0.00% −1.32 FANG Diamondback Energy Inc. Sold out 0.00% −1.31 GRBK Green Brick Partners Inc. Sold out 0.00% −1.29 EOG EOG Resources Inc. Sold out 0.00% −0.95 LBRT Liberty Energy Inc. Sold out 0.00% −0.92 DVN Devon Energy Corp. Sold out 0.00% −0.85 OLPX Olaplex Holdings Inc. Sold out 0.00% −0.71 TPR Tapestry Inc. Reduce -25.5% 6.86% −0.67 CVE Cenovus Energy Inc. Reduce -25.9% 1.35% −0.57 URBN Urban Outfitters Inc. Reduce -11.8% 6.26% −0.57 PJT PJT Partners Inc. Class A Reduce -44.7% 1.36% −0.43 LEVI Levi Strauss & Co. Class A Reduce -28.6% 3.73% −0.42 SU Suncor Energy Inc. Reduce -23.7% 1.77% −0.38 HLI Houlihan Lokey Inc. Reduce -38.7% 1.33% −0.33 EWCZ European Wax Center Inc. Class A Reduce -11.2% 0.59% −0.28 TFIN Triumph Financial Inc. Reduce -10.7% 3.40% −0.12 MTH Meritage Homes Corp. Reduce -29.4% 1.34% −0.01 HOV Hovnanian Enterprises-A Reduce -37.5% 1.33% +0.00 DECK Deckers Outdoor Corp. Reduce -4.5% 1.77% +0.09 DHI D.R. Horton Inc. Reduce -25.0% 1.37% +0.16 BLDR Builders Firstsource Inc. Reduce -24.6% 4.77% +0.71
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ XYZ Block Inc. New 5.93% +5.93 COCO The Vita Coco Co. Inc. New 4.19% +4.19 RDDT Reddit Inc. Class A New 4.09% +4.09 GLD SPDR Gold Shares New 3.44% +3.44 AMZN Amazon.com Inc. New 2.90% +2.90 AS Amer Sports Inc. New 2.81% +2.81 GPGI Gpgi Inc. New 2.35% +2.35 CHTR Charter Communications Inc. Class A New 2.05% +2.05 DESP Despegar.com Corp. Add +78.4% 3.85% +1.78 VFC VF Corp. New 1.45% +1.45 AER Aercap Holdings NV Add +20.5% 3.98% +1.06 FOR Forestar Group Inc. Add +12.0% 3.95% +0.82 SBUX Starbucks Corp. Add +12.4% 2.03% +0.73 REAL The Realreal Inc. Add +2.9% 3.69% +0.42 DMRC Digimarc Corp. Add +18.5% 2.67% +0.33
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ SU Suncor Energy Inc. call Reduce -33.3% 1,000,000 $36.9M TPR Tapestry Inc. call Add +50.0% 300,000 $14.1M KSS Kohls Corp. put New 80,000 $1.7M
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