Woodson Capital Management, LP In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Woodson Capital Management, LP reported 24 stock positions worth $519.9 million . Its top holding was Tapestry (TPR) at 7.8% of the portfolio, followed by Vita Coco (COCO, 7.2% ) and Realreal (REAL, 7.2% ). Compared with Q2 2025, it sold out of 2, added to 7 and reduced 17. The biggest buy was Garmin (GRMN, shares +75% ) and the biggest sale Reddit Class A (RDDT, shares −64% ).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $519.9M (Q3 2025) Holdings 24 stocks · $519.9M 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 2025 TPR Tapestry Inc. 360,000 $40.8M Reduce -47.8% COCO The Vita Coco Co. Inc. 880,000 $37.4M Reduce -5.1% REAL The Realreal Inc. filed as THE REALREAL INC 3,500,000 $37.2M Reduce -45.3% XYZ Block Inc. 450,000 $32.5M Add +15.4% GPGI Gpgi Inc. filed as COMPOSECURE INC 1,500,000 $31.2M Reduce -25.0% LUXE Luxexperience BV 3,385,000 $28.8M Add +14.1% AMZN Amazon.com Inc. 130,000 $28.5M Reduce -23.1% AS Amer Sports Inc. 800,000 $27.8M Reduce -5.0% RDDT Reddit Inc. Class A 120,000 $27.6M Reduce -64.0% GPI Group 1 Automotive Inc. 60,000 $26.3M Add +3.5% GRMN Garmin Ltd. 100,000 $24.6M Add +75.4% U Unity Software Inc. 575,000 $23.0M Reduce -42.5% WWW Wolverine World Wide Inc. 820,000 $22.5M Reduce -29.9% ESTA Establishment Labs Holdings 480,000 $19.7M Add +113.3% AER Aercap Holdings NV 142,069 $17.2M Reduce -15.9% BLDR Builders Firstsource Inc. 139,000 $16.9M Reduce -30.5% FOR Forestar Group Inc. 625,000 $16.6M Reduce -13.2% SBUX Starbucks Corp. 180,000 $15.2M Add +140.0% SG Sweetgreen Inc. Class A 1,875,000 $15.0M Add +129.2% URBN Urban Outfitters Inc. 200,000 $14.3M Reduce -46.7% FOXF Fox Factory Holding Corp. 420,000 $10.2M Reduce -6.7% DMRC Digimarc Corp. 250,000 $2.4M Reduce -26.5% RHLD Resolute Holdings Manag 33,000 $2.4M Reduce -60.2% SOUN Soundhound AI Inc. Class A 118,166 $1.9M Reduce -71.4%
Options reported separately and not counted above: TPR calls ($24.3M), COCO calls ($8.0M), SG calls ($4.0M).
Portfolio Sells Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ RDDT Reddit Inc. Class A Reduce -64.0% 5.31% −3.69 TPR Tapestry Inc. Reduce -47.8% 7.84% −3.03 URBN Urban Outfitters Inc. Reduce -46.7% 2.75% −2.13 RDW Redwire Corp. Sold out 0.00% −1.46 NAGE Niagen Bioscience Inc. Sold out 0.00% −1.29 AMZN Amazon.com Inc. Reduce -23.1% 5.49% −1.16 BLDR Builders Firstsource Inc. Reduce -30.5% 3.24% −0.95 AS Amer Sports Inc. Reduce -5.0% 5.35% −0.51 SOUN Soundhound AI Inc. Class A Reduce -71.4% 0.37% −0.43 DMRC Digimarc Corp. Reduce -26.5% 0.47% −0.34 AER Aercap Holdings NV Reduce -15.9% 3.31% −0.24 FOXF Fox Factory Holding Corp. Reduce -6.7% 1.96% −0.13 RHLD Resolute Holdings Manag Reduce -60.2% 0.46% −0.02 U Unity Software Inc. Reduce -42.5% 4.43% +0.09 WWW Wolverine World Wide Inc. Reduce -29.9% 4.33% +0.53 FOR Forestar Group Inc. Reduce -13.2% 3.20% +0.61 GPGI Gpgi Inc. Reduce -25.0% 6.01% +0.95 COCO The Vita Coco Co. Inc. Reduce -5.1% 7.19% +1.18 REAL The Realreal Inc. Reduce -45.3% 7.16% +1.65
Portfolio Buys Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ GRMN Garmin Ltd. Add +75.4% 4.74% +2.60 ESTA Establishment Labs Holdings Add +113.3% 3.78% +2.06 SBUX Starbucks Corp. Add +140.0% 2.93% +1.70 XYZ Block Inc. Add +15.4% 6.25% +1.50 LUXE Luxexperience BV Add +14.1% 5.53% +1.31 SG Sweetgreen Inc. Class A Add +129.2% 2.88% +0.69 GPI Group 1 Automotive Inc. Add +3.5% 5.05% +0.50
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ TPR Tapestry Inc. call Reduce -55.2% 215,000 $24.3M COCO The Vita Coco Co. Inc. call New 188,500 $8.0M SG Sweetgreen Inc. Class A call New 500,000 $4.0M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings 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