WOODSON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REAL | 3.50M | $37.20M |
 | SG | 1.88M | $14.96M |
 | CMPO | 1.50M | $31.23M |
 | COCO | 880K | $37.37M |
 | WWW | 820K | $22.50M |
 | AS | 800K | $27.80M |
 | FOR | 625K | $16.62M |
 | U | 575K | $23.02M |
 | ESTA | 480K | $19.68M |
 | XYZ | 450K | $32.52M |
 | FOXF | 420K | $10.20M |
 | TPR | 360K | $40.76M |
 | DMRC | 250K | $2.44M |
 | URBN | 200K | $14.29M |
 | SBUX | 180K | $15.23M |
 | AER | 142K | $17.19M |
 | BLDR | 139K | $16.85M |
 | AMZN | 130K | $28.54M |
 | RDDT | 120K | $27.60M |
 | SOUN | 118K | $1.90M |
The RealReal, Inc.
REAL
Shares Held
3.50M
Value
$37.20M
Sweetgreen, Inc.
SG
Shares Held
1.88M
Value
$14.96M
CompoSecure, Inc.
CMPO
Shares Held
1.50M
Value
$31.23M
The Vita Coco Company, Inc.
COCO
Shares Held
880K
Value
$37.37M
Wolverine World Wide, Inc.
WWW
Shares Held
820K
Value
$22.50M
Amer Sports, Inc.
AS
Shares Held
800K
Value
$27.80M
Forestar Group Inc.
FOR
Shares Held
625K
Value
$16.62M
Unity Software Inc.
U
Shares Held
575K
Value
$23.02M
Establishment Labs Holdings Inc.
ESTA
Shares Held
480K
Value
$19.68M
Block, Inc.
XYZ
Shares Held
450K
Value
$32.52M
Fox Factory Holding Corp.
FOXF
Shares Held
420K
Value
$10.20M
Tapestry, Inc.
TPR
Shares Held
360K
Value
$40.76M
Digimarc Corporation
DMRC
Shares Held
250K
Value
$2.44M
Urban Outfitters, Inc.
URBN
Shares Held
200K
Value
$14.29M
Starbucks Corporation
SBUX
Shares Held
180K
Value
$15.23M
AerCap Holdings N.V.
AER
Shares Held
142K
Value
$17.19M
Builders FirstSource, Inc.
BLDR
Shares Held
139K
Value
$16.85M
Amazon.com, Inc.
AMZN
Shares Held
130K
Value
$28.54M
Reddit, Inc.
RDDT
Shares Held
120K
Value
$27.60M
SoundHound AI, Inc.
SOUN
Shares Held
118K
Value
$1.90M