Woodson Capital Management as of March 31, 2025
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry Call Option (TPR) | 18.8 | $109M | 1.5M | 70.41 | |
| Crocs Put Option (CROX) | 11.3 | $65M | 613k | 106.20 | |
| Amazon (AMZN) | 6.6 | $38M | 201k | 190.26 | |
| Reddit Cl A (RDDT) | 5.9 | $34M | 324k | 104.90 | |
| Realreal (REAL) | 5.0 | $29M | 5.3M | 5.39 | |
| Amer Sports Com Shs (AS) | 4.6 | $26M | 983k | 26.73 | |
| Vita Coco Co Inc/the (COCO) | 4.4 | $26M | 833k | 30.65 | |
| Group 1 Automotive (GPI) | 4.2 | $24M | 63k | 381.95 | |
| Urban Outfitters (URBN) | 3.4 | $20M | 377k | 52.40 | |
| Composecure Com Cl A (GPGI) | 3.4 | $20M | 1.8M | 10.87 | |
| Block Cl A (XYZ) | 3.3 | $19M | 350k | 54.33 | |
| Myt Netherlands Parent B V Ads (LUXE) | 3.3 | $19M | 2.5M | 7.56 | |
| Builders FirstSource (BLDR) | 3.2 | $19M | 150k | 124.94 | |
| Aercap Holdings Nv SHS (AER) | 3.2 | $18M | 180k | 102.17 | |
| Unity Software (U) | 2.9 | $17M | 843k | 19.59 | |
| Despegar Com Corp Ord Shs | 2.6 | $15M | 800k | 18.79 | |
| Rumble Com Cl A Put Option (RUM) | 2.5 | $14M | 2.0M | 7.07 | |
| Forestar Group (FOR) | 2.3 | $13M | 629k | 21.14 | |
| Soundhound Ai Class A Com (SOUN) | 2.2 | $13M | 1.6M | 8.12 | |
| Starbucks Corporation (SBUX) | 1.5 | $8.4M | 86k | 98.09 | |
| Meritage Homes Corporation (MTH) | 1.3 | $7.3M | 103k | 70.88 | |
| Hovnanian Enterprises Cl A New (HOV) | 1.2 | $6.8M | 65k | 104.71 | |
| Digimarc Corporation (DMRC) | 1.0 | $5.9M | 462k | 12.82 | |
| Gap (GAP) | 0.9 | $4.9M | 240k | 20.61 | |
| Resolute Hldgs Mgmt (RHLD) | 0.6 | $3.7M | 119k | 31.34 | |
| Symbotic Class A Com Put Option (SYM) | 0.5 | $3.1M | 154k | 20.21 |
