Woodson Capital Management, LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Woodson Capital Management, LP reported 26 stock positions worth $557.3 million . Its top holding was Tapestry (TPR) at 10.9% of the portfolio, followed by Reddit Class A (RDDT, 9.0% ) and Amazon.com (AMZN, 6.7% ). Compared with Q1 2025, it opened 7 new positions, sold out of 4, added to 10 and reduced 9. The biggest buy was a new position in Wolverine World Wide (WWW) and the biggest sale Tapestry (TPR, shares −23% ).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $557.3M (Q2 2025) Holdings 26 stocks · $557.3M 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 2025 TPR Tapestry Inc. 690,000 $60.6M Reduce -22.9% RDDT Reddit Inc. Class A 333,000 $50.1M Add +2.7% AMZN Amazon.com Inc. 169,000 $37.1M Reduce -15.7% COCO The Vita Coco Co. Inc. 926,942 $33.5M Add +11.2% AS Amer Sports Inc. 842,100 $32.6M Reduce -14.3% REAL The Realreal Inc. filed as THE REALREAL INC 6,400,000 $30.7M Add +20.7% GPGI Gpgi Inc. filed as COMPOSECURE INC 2,000,000 $28.2M Add +11.1% URBN Urban Outfitters Inc. 375,000 $27.2M Reduce -0.5% XYZ Block Inc. 390,000 $26.5M Add +11.4% GPI Group 1 Automotive Inc. 58,000 $25.3M Reduce -7.9% U Unity Software Inc. 1,000,000 $24.2M Add +18.6% LUXE Luxexperience BV 2,965,964 $23.5M Add +18.6% BLDR Builders Firstsource Inc. 200,000 $23.3M Add +33.3% WWW Wolverine World Wide Inc. 1,169,228 $21.1M New AER Aercap Holdings NV 169,000 $19.8M Reduce -6.0% FOR Forestar Group Inc. 720,000 $14.4M Add +14.5% SG Sweetgreen Inc. Class A 817,942 $12.2M New GRMN Garmin Ltd. 57,000 $11.9M New FOXF Fox Factory Holding Corp. 450,000 $11.7M New ESTA Establishment Labs Holdings 225,000 $9.6M New RDW Redwire Corp. 500,000 $8.2M New NAGE Niagen Bioscience Inc. 500,000 $7.2M New SBUX Starbucks Corp. 75,000 $6.9M Reduce -12.8% DMRC Digimarc Corp. 340,000 $4.5M Reduce -26.4% SOUN Soundhound AI Inc. Class A 412,724 $4.4M Add +75.2% RHLD Resolute Holdings Manag 83,000 $2.6M Reduce -30.3%
Options reported separately and not counted above: TPR calls ($42.1M).
Portfolio Sells Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▲ TPR Tapestry Inc. Reduce -22.9% 10.87% −3.52 DESP Despegar.com Corp. Sold out 0.00% −3.43 AMZN Amazon.com Inc. Reduce -15.7% 6.65% −2.06 MTH Meritage Homes Corp. Sold out 0.00% −1.66 HOV Hovnanian Enterprises-A Sold out 0.00% −1.56 GAP The Gap Inc. Sold out 0.00% −1.13 GPI Group 1 Automotive Inc. Reduce -7.9% 4.54% −0.95 SBUX Starbucks Corp. Reduce -12.8% 1.23% −0.69 AER Aercap Holdings NV Reduce -6.0% 3.55% −0.65 DMRC Digimarc Corp. Reduce -26.4% 0.81% −0.55 RHLD Resolute Holdings Manag Reduce -30.3% 0.47% −0.38 AS Amer Sports Inc. Reduce -14.3% 5.86% −0.14 URBN Urban Outfitters Inc. Reduce -0.5% 4.88% +0.37
Portfolio Buys Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▼ WWW Wolverine World Wide Inc. New 3.79% +3.79 SG Sweetgreen Inc. Class A New 2.18% +2.18 GRMN Garmin Ltd. New 2.13% +2.13 FOXF Fox Factory Holding Corp. New 2.09% +2.09 ESTA Establishment Labs Holdings New 1.72% +1.72 RDW Redwire Corp. New 1.46% +1.46 NAGE Niagen Bioscience Inc. New 1.29% +1.29 RDDT Reddit Inc. Class A Add +2.7% 9.00% +1.23 GPGI Gpgi Inc. Add +11.1% 5.06% +0.59 U Unity Software Inc. Add +18.6% 4.34% +0.57 XYZ Block Inc. Add +11.4% 4.75% +0.41 SOUN Soundhound AI Inc. Class A Add +75.2% 0.79% +0.36 COCO The Vita Coco Co. Inc. Add +11.2% 6.00% +0.17 LUXE Luxexperience BV Add +18.6% 4.23% −0.09 BLDR Builders Firstsource Inc. Add +33.3% 4.19% −0.09 FOR Forestar Group Inc. Add +14.5% 2.58% −0.45 REAL The Realreal Inc. Add +20.7% 5.50% −1.03
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ CROX Crocs Inc. put Sold out 612,500 $65.0Mbefore exit TPR Tapestry Inc. call Reduce -25.9% 480,000 $42.1M RUM Rum Group Inc. put Sold out 2,000,000 $14.1Mbefore exit SOUN Soundhound AI Inc. Class A put Sold out 1,350,000 $11.0Mbefore exit SYM Symbotic Inc. put Sold out 154,100 $3.1Mbefore 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