Woodson Capital Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $477 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tapestry, Inc. with a value of $31.5M, Group 1 Automotive Inc with a value of $29.5M, Urban Outfitters Inc with a value of $28.7M, Block, Inc. with a value of $27.3M, and Builders First Source, Inc. with a value of $21.9M.
Examining the 13F form we can see an decrease of $75.2M in the current position value, from $552M to 477M.
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
$477 Million
Consumer Cyclical: $217 Million
Energy: $51.2 Million
Industrials: $51 Million
Technology: $39.5 Million
Communication Services: $30.6 Million
Consumer Defensive: $28.5 Million
Financial Services: $25 Million
Real Estate: $18.1 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
