Woodson Capital Management, LP Portfolio Holdings

Woodson Capital Management, LP

  • $511 Million
  • Q2 2025

Woodson Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $511 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tapestry, Inc. with a value of $60.6M, Amazon Com Inc with a value of $37.1M, Vita Coco Company, Inc. with a value of $33.5M, The Real Real, Inc. with a value of $30.7M, and Myt Netherlands Parent B.V. with a value of $29M.

Examining the 13F form we can see an decrease of $2.46M in the current position value, from $514M to 511M.

Woodson Capital Management, LP is based out at Greenwich, CT

Below you can find more details about Woodson Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $511 Million
Consumer Cyclical: $304 Million
Industrials: $79.4 Million
Technology: $67.3 Million
Consumer Defensive: $33.5 Million
Real Estate: $14.4 Million
Healthcare: $12.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.8B
$60.6 Million 11.85% of portfolio
690,000
Q2 2025 Reduced 22.91%
$2.26T
$37.1 Million 7.25% of portfolio
169,000
Q2 2025 Reduced 15.71%
$1.8B
$33.5 Million 6.55% of portfolio
926,942
Q2 2025 Added 11.23%
$731M
$30.7 Million 6.0% of portfolio
6,400,000
Q2 2025 Added 20.69%
$828M
$29 Million 5.67% of portfolio
2,965,964
Q2 2025 Added 18.64%
$285M
$28.2 Million 5.51% of portfolio
2,000,000
Q2 2025 Added 11.11%
$7.21B
$27.2 Million 5.32% of portfolio
375,000
Q2 2025 Reduced 0.52%
$6.48B
$25.3 Million 4.96% of portfolio
58,000
Q2 2025 Reduced 7.94%
$11.2B
$24.2 Million 4.73% of portfolio
1,000,000
Q2 2025 Added 18.62%
$21.5B
$23.3 Million 4.57% of portfolio
200,000
Q2 2025 Added 33.33%
$30.3B
$22.3 Million 4.37% of portfolio
390,000
Q2 2025 Added 11.43%
$2.18B
$21.1 Million 4.14% of portfolio
1,169,228
Q2 2025 New
$28B
$19.8 Million 3.87% of portfolio
169,000
Q2 2025 Reduced 5.97%
$1.32B
$14.4 Million 2.82% of portfolio
720,000
Q2 2025 Added 14.47%
$933M
$12.2 Million 2.38% of portfolio
817,942
Q2 2025 New
$44.6B
$11.9 Million 2.33% of portfolio
57,000
Q2 2025 New
$816M
$9.61 Million 1.88% of portfolio
225,000
Q2 2025 New
$596M
$8.15 Million 1.59% of portfolio
500,000
Q2 2025 New
$108B
$6.87 Million 1.34% of portfolio
75,000
Q2 2025 Reduced 12.79%
$230M
$4.49 Million 0.88% of portfolio
340,000
Q2 2025 Reduced 26.38%
$2.56B
$4.43 Million 0.87% of portfolio
412,724
Q2 2025 Added 75.19%
$420M
$3.07 Million 0.6% of portfolio
500,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $511 Million
  • Prior Value $514 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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