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| Name: |
Woodson Capital Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10178 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TPR |
Tapestry Inc |
1 |
- |
$90.20 |
$63,017,000 |
895,000 |
14.39% |
12,060,000 |
115,000 |
0.323 |
Textile - Apparel Foo... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$223.41 |
$38,147,000 |
200,500 |
8.71% |
7,432,000 |
60,500 |
0.002 |
Internet Software & S... |
|
|
RDDT |
Reddit, Inc. |
3 |
- |
$157.03 |
$34,028,000 |
324,384 |
7.77% |
-294,000 |
114,384 |
0.27 |
N/A |
|
|
REAL |
Therealreal, Inc. |
4 |
- |
$5.31 |
$28,582,000 |
5,302,828 |
6.53% |
-8,034,000 |
1,952,828 |
5.986 |
N/A |
|
|
AS |
Amer Sports Inc |
5 |
- |
$38.87 |
$26,277,000 |
983,058 |
6% |
-3,081,000 |
-66,942 |
0.195 |
N/A |
|
|
COCO |
Vita Coco Company, Inc. |
6 |
- |
$37.56 |
$25,543,000 |
833,366 |
5.83% |
-649,000 |
123,751 |
1.501 |
N/A |
|
|
GPI |
Group 1 Automotive Inc |
7 |
- |
$466.00 |
$24,063,000 |
63,000 |
5.5% |
-4,598,000 |
-5,000 |
0.344 |
Auto Dealerships |
|
|
URBN |
Urban Outfitters Inc |
8 |
- |
$73.57 |
$19,752,000 |
376,942 |
4.51% |
-12,451,000 |
-209,847 |
0.385 |
Apparel Stores |
|
|
CMPO |
Composecure |
9 |
- |
$0.00 |
$19,566,000 |
1,800,000 |
4.47% |
403,000 |
550,000 |
0.838 |
N/A |
|
|
SQ |
Square Inc |
10 |
- |
$69.23 |
$19,016,000 |
350,000 |
4.34% |
-6,481,000 |
50,000 |
0.065 |
N/A |
|
|
MYTE |
Myt Netherlands Parent Bv A... |
11 |
- |
$0.00 |
$18,900,000 |
2,500,000 |
4.32% |
6,994,000 |
823,122 |
2.914 |
N/A |
|
|
BLDR |
Builders Firstsource Inc |
12 |
- |
$127.22 |
$18,741,000 |
150,000 |
4.28% |
5,877,000 |
60,000 |
0.072 |
Home Improvement Stores |
|
|
AER |
Aercap Holdings (NV) |
13 |
- |
$115.89 |
$18,363,000 |
179,731 |
4.19% |
371,000 |
-8,269 |
0.073 |
Rental & Leasing Serv... |
|
|
U |
Unity Software Inc. |
14 |
New |
$26.13 |
$16,516,000 |
843,058 |
3.77% |
16,516,000 |
843,058 |
0.222 |
N/A |
|
|
DESP |
Despegar.com, Corp |
15 |
- |
$19.50 |
$15,032,000 |
800,000 |
3.43% |
-15,080,000 |
-764,269 |
1.149 |
N/A |
|
|
FOR |
Forestar Group Inc |
16 |
- |
$21.73 |
$13,297,000 |
629,000 |
3.04% |
337,000 |
129,000 |
1.309 |
Property Management |
|
|
SBUX |
Starbucks Corp |
17 |
- |
$94.44 |
$8,436,000 |
86,000 |
1.93% |
223,000 |
-4,000 |
0.007 |
Specialty Eateries |
|
|
MTH |
Meritage Homes Corp |
18 |
- |
$70.63 |
$7,265,000 |
102,500 |
1.66% |
1,374,000 |
64,200 |
0.273 |
Residential Construct... |
|
|
HOV |
Hovnanian Enterprises Inc |
19 |
- |
$0.55 |
$6,844,000 |
65,360 |
1.56% |
2,093,000 |
29,860 |
1.176 |
Residential Construct... |
|
|
DMRC |
Digimarc Corp |
20 |
- |
$13.70 |
$5,921,000 |
461,847 |
1.35% |
-13,598,000 |
-59,364 |
3.015 |
Security Software & S... |
|
|
GPS |
Gap Inc |
21 |
New |
$22.72 |
$4,946,000 |
240,000 |
1.13% |
4,946,000 |
240,000 |
0.064 |
Apparel Stores |
|
|
RHLD |
Resolute Holdings Managemen... |
22 |
New |
$36.25 |
$3,729,000 |
118,998 |
0.85% |
3,729,000 |
118,998 |
1.395 |
N/A |
|
|
SOUN |
Soundhound Ai Ord Shs Class A |
23 |
- |
$11.09 |
$1,913,000 |
235,592 |
0.44% |
-152,000 |
131,489 |
0.151 |
N/A |
|
|
TBK |
Triumph Bancorp, Inc. |
27 |
Closed |
$63.72 |
$0 |
0 |
0% |
-12,723,000 |
-140,000 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
31 |
Closed |
$60.24 |
$0 |
0 |
0% |
-7,318,000 |
-81,000 |
0 |
Discount, Variety Stores |
|
|
CHTR |
Charter Communications Inc |
30 |
Closed |
$416.97 |
$0 |
0 |
0% |
-8,226,000 |
-24,000 |
0 |
CATV Systems |
|
|
DECK |
Deckers Outdoor Corp |
26 |
Closed |
$106.20 |
$0 |
0 |
0% |
-3,046,000 |
-15,000 |
0 |
Textile - Apparel Foo... |
|
|
YNDX |
Yandex Nv |
29 |
Closed |
$50.25 |
$0 |
0 |
0% |
-20,221,000 |
-730,000 |
0 |
Internet Software & S... |
|
|
SN |
SharkNinja, Inc |
25 |
Closed |
$107.24 |
$0 |
0 |
0% |
-8,762,000 |
-90,000 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
28 |
Closed |
$179.53 |
$0 |
0 |
0% |
-20,444,000 |
-108,000 |
0 |
Search Engines & Info... |
|
|
DAL |
Delta Air Lines Inc |
24 |
Closed |
$46.55 |
$0 |
0 |
0% |
-7,260,000 |
-120,000 |
0 |
Major Airlines |
|
