Woodson Capital Management as of June 30, 2025
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry (TPR) | 17.1 | $103M | 1.2M | 87.81 | |
| Reddit Cl A (RDDT) | 8.4 | $50M | 333k | 150.57 | |
| Amazon (AMZN) | 6.2 | $37M | 169k | 219.39 | |
| Vita Coco Co Inc/the (COCO) | 5.6 | $34M | 927k | 36.10 | |
| Amer Sports Com Shs (AS) | 5.4 | $33M | 842k | 38.76 | |
| Realreal (REAL) | 5.1 | $31M | 6.4M | 4.79 | |
| Composecure Com Cl A (GPGI) | 4.7 | $28M | 2.0M | 14.09 | |
| Urban Outfitters (URBN) | 4.5 | $27M | 375k | 72.54 | |
| Block Cl A (XYZ) | 4.4 | $27M | 390k | 67.93 | |
| Group 1 Automotive (GPI) | 4.2 | $25M | 58k | 436.71 | |
| Unity Software (U) | 4.0 | $24M | 1.0M | 24.20 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 3.9 | $24M | 3.0M | 7.94 | |
| Builders FirstSource (BLDR) | 3.9 | $23M | 200k | 116.69 | |
| Wolverine World Wide (WWW) | 3.5 | $21M | 1.2M | 18.08 | |
| Aercap Holdings Nv SHS (AER) | 3.3 | $20M | 169k | 117.00 | |
| Forestar Group (FOR) | 2.4 | $14M | 720k | 20.00 | |
| Sweetgreen Com Cl A (SG) | 2.0 | $12M | 818k | 14.88 | |
| Garmin SHS (GRMN) | 2.0 | $12M | 57k | 208.72 | |
| Fox Factory Hldg (FOXF) | 1.9 | $12M | 450k | 25.94 | |
| Establishment Labs Holdings Ord (ESTA) | 1.6 | $9.6M | 225k | 42.71 | |
| Redwire Corporation (RDW) | 1.4 | $8.2M | 500k | 16.30 | |
| Niagen Bioscience Com New (NAGE) | 1.2 | $7.2M | 500k | 14.41 | |
| Starbucks Corporation (SBUX) | 1.1 | $6.9M | 75k | 91.63 | |
| Digimarc Corporation (DMRC) | 0.7 | $4.5M | 340k | 13.21 | |
| Soundhound Ai Class A Com (SOUN) | 0.7 | $4.4M | 413k | 10.73 | |
| Resolute Hldgs Mgmt (RHLD) | 0.4 | $2.6M | 83k | 31.87 |
