Woodson Capital Management as of Sept. 30, 2025
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry (TPR) | 11.7 | $65M | 575k | 113.22 | |
| Vita Coco Co Inc/the (COCO) | 8.2 | $45M | 1.1M | 42.47 | |
| Realreal (REAL) | 6.7 | $37M | 3.5M | 10.63 | |
| Block Cl A (XYZ) | 5.8 | $33M | 450k | 72.27 | |
| Composecure Com Cl A (GPGI) | 5.6 | $31M | 1.5M | 20.82 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 5.2 | $29M | 3.4M | 8.50 | |
| Amazon (AMZN) | 5.1 | $29M | 130k | 219.57 | |
| Amer Sports Com Shs (AS) | 5.0 | $28M | 800k | 34.75 | |
| Reddit Cl A (RDDT) | 5.0 | $28M | 120k | 229.99 | |
| Group 1 Automotive (GPI) | 4.7 | $26M | 60k | 437.51 | |
| Garmin SHS (GRMN) | 4.4 | $25M | 100k | 246.22 | |
| Unity Software (U) | 4.1 | $23M | 575k | 40.04 | |
| Wolverine World Wide (WWW) | 4.0 | $23M | 820k | 27.44 | |
| Establishment Labs Holdings Ord (ESTA) | 3.5 | $20M | 480k | 40.99 | |
| Sweetgreen Com Cl A Call Option (SG) | 3.4 | $19M | 2.4M | 7.98 | |
| Aercap Holdings Nv SHS (AER) | 3.1 | $17M | 142k | 121.00 | |
| Builders FirstSource (BLDR) | 3.0 | $17M | 139k | 121.25 | |
| Forestar Group (FOR) | 3.0 | $17M | 625k | 26.59 | |
| Starbucks Corporation (SBUX) | 2.7 | $15M | 180k | 84.60 | |
| Urban Outfitters (URBN) | 2.6 | $14M | 200k | 71.43 | |
| Fox Factory Hldg (FOXF) | 1.8 | $10M | 420k | 24.29 | |
| Digimarc Corporation (DMRC) | 0.4 | $2.4M | 250k | 9.77 | |
| Resolute Hldgs Mgmt (RHLD) | 0.4 | $2.4M | 33k | 72.15 | |
| Soundhound Ai Class A Com (SOUN) | 0.3 | $1.9M | 118k | 16.08 |
