Woodson Capital Management as of Dec. 31, 2024
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry (TPR) | 12.4 | $77M | 1.2M | 65.33 | |
| Despegar Com Corp Ord Shs | 6.4 | $40M | 2.1M | 19.25 | |
| Realreal (REAL) | 5.9 | $37M | 3.4M | 10.93 | |
| Reddit Cl A (RDDT) | 5.5 | $34M | 210k | 163.44 | |
| Urban Outfitters (URBN) | 5.2 | $32M | 587k | 54.88 | |
| Amazon (AMZN) | 4.9 | $31M | 140k | 219.39 | |
| Amer Sports Com Shs (AS) | 4.7 | $29M | 1.1M | 27.96 | |
| Soundhound Ai Class A Com Put Option (SOUN) | 4.6 | $29M | 1.5M | 19.84 | |
| Group 1 Automotive (GPI) | 4.6 | $29M | 68k | 421.48 | |
| Vita Coco Co Inc/the (COCO) | 4.2 | $26M | 710k | 36.91 | |
| Rumble Com Cl A Put Option (RUM) | 4.2 | $26M | 2.0M | 13.01 | |
| Block Cl A (XYZ) | 4.1 | $26M | 300k | 84.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $20M | 108k | 189.30 | |
| Nebius Group Shs Class A (NBIS) | 3.3 | $20M | 730k | 27.70 | |
| Digimarc Corporation (DMRC) | 3.1 | $20M | 521k | 37.45 | |
| Composecure Com Cl A (CMPO) | 3.1 | $19M | 1.3M | 15.33 | |
| Aercap Holdings Nv SHS (AER) | 2.9 | $18M | 188k | 95.70 | |
| Forestar Group (FOR) | 2.1 | $13M | 500k | 25.92 | |
| Builders FirstSource (BLDR) | 2.1 | $13M | 90k | 142.93 | |
| Triumph Ban (TFIN) | 2.0 | $13M | 140k | 90.88 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.9 | $12M | 1.7M | 7.10 | |
| Sharkninja Com Shs (SN) | 1.4 | $8.8M | 90k | 97.36 | |
| Charter Communications Inc N Cl A (CHTR) | 1.3 | $8.2M | 24k | 342.77 | |
| Starbucks Corporation (SBUX) | 1.3 | $8.2M | 90k | 91.25 | |
| Wal-Mart Stores (WMT) | 1.2 | $7.3M | 81k | 90.35 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.2 | $7.3M | 120k | 60.50 | |
| Meritage Homes Corporation (MTH) | 0.9 | $5.9M | 38k | 153.82 | |
| Hovnanian Enterprises Cl A New (HOV) | 0.8 | $4.8M | 36k | 133.82 | |
| Symbotic Class A Com Put Option (SYM) | 0.6 | $3.7M | 154k | 23.71 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $3.0M | 15k | 203.09 | |
| Blink Charging Call Option (BLNK) | 0.2 | $973k | 700k | 1.39 |
