WOODSON CAPITAL MANAGEMENT LP

Stock Holdings
Option Holdings
Activity
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Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
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TPR
TAPESTRY
895,000+115,000+14.74%
Created with Highcharts 10.1.0
$47.4414.39%0.43%63,016,9502025-03-31
AMZN
AMAZON
200,500+60,500+43.21%
Created with Highcharts 10.1.0
$199.618.71%0.00%38,147,1302025-03-31
RDDT
REDDIT INC
324,384+114,384+54.47%
Created with Highcharts 10.1.0
$95.457.77%0.25%34,027,8822025-03-31
REAL
THEREALREAL
5,302,828+1,952,828+58.29%
Created with Highcharts 10.1.0
$6.116.53%4.69%28,582,2432025-03-31
AS
AMER SPORTS INC
983,058-66,942-6.38%
Created with Highcharts 10.1.0
$15.216.00%0.00%26,277,1402025-03-31
COCO
VITA COCO COMPANY
833,366+123,751+17.44%
Created with Highcharts 10.1.0
$28.145.83%1.47%25,542,6682025-03-31
GPI
GROUP 1 AUTOMOTIVE
63,000-5,000-7.35%
Created with Highcharts 10.1.0
$272.215.50%0.49%24,062,8502025-03-31
URBN
URBAN OUTFITTERS
376,942-209,847-35.76%
Created with Highcharts 10.1.0
$41.054.51%0.41%19,751,7612025-03-31
CMPO
COMPOSECURE
1,800,000+550,000+44.00%
Created with Highcharts 10.1.0
$13.064.47%1.76%19,566,0002025-03-31
XYZ
Block
350,000+50,000+16.67%
Created with Highcharts 10.1.0
$9.814.34%0.06%19,015,5002025-03-31
LUXE
LuxExperience B.V.
2,500,000+2,500,000
Open
Created with Highcharts 10.1.0
$0.004.32%∞%18,900,0002025-03-31
BLDR
BUILDERS FIRSTSOURCE
150,000+60,000+66.67%
Created with Highcharts 10.1.0
$95.664.28%0.14%18,741,0002025-03-31
AER
AERCAP HOLDINGS NV
179,731-8,269-4.40%
Created with Highcharts 10.1.0
$89.914.19%0.00%18,363,1162025-03-31
U
UNITY SOFTWARE
843,058+843,058
Open
Created with Highcharts 10.1.0
$23.653.77%0.20%16,515,5062025-03-31
DESP
DESPEGARCOM
800,000-764,269-48.86%
Created with Highcharts 10.1.0
$12.873.43%0.00%15,032,0002025-03-31
FOR
FORESTAR GROUP
629,000+129,000+25.80%
Created with Highcharts 10.1.0
$31.783.04%1.24%13,297,0602025-03-31
SBUX
STARBUCKS
86,000-4,000-4.44%
Created with Highcharts 10.1.0
$80.521.93%0.01%8,435,7402025-03-31
MTH
MERITAGE HOMES
102,500+25,900+33.81%
Created with Highcharts 10.1.0
$125.531.66%0.14%7,265,2002025-03-31
HOV
HOVNANIAN ENTERPRISES
65,360+29,860+84.11%
Created with Highcharts 10.1.0
$93.631.56%1.26%6,843,8462025-03-31
DMRC
DIGIMARC
461,847-59,364-11.39%
Created with Highcharts 10.1.0
$28.381.35%2.14%5,920,8792025-03-31
GAP
GAP
240,000+240,000
Open
Created with Highcharts 10.1.0
$21.971.13%0.06%4,946,4002025-03-31
SOUN
SOUNDHOUND AI
235,592+131,489+126.31%
Created with Highcharts 10.1.0
$13.190.44%0.06%1,913,0072025-03-31
DAL
DELTA AIR LINES
0-120,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
MYTE
MYT NETHERLANDS PARENT BV
0-1,676,878
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
SN
SHARKNINJA
0-90,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
NBIS
Nebius Group NV
0-730,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CHTR
CHARTER COMMUNICATIONS
0-24,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
GOOGL
ALPHABET
0-108,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
WMT
WALMART
0-81,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
TFIN
TRIUMPH FINANCIAL
0-140,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
DECK
DECKERS OUTDOOR
0-15,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31