Woodson Capital Management, LP has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $497 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 $40.8M, The Real Real, Inc. with a value of $37.7M, Vita Coco Company, Inc. with a value of $37.4M, Myt Netherlands Parent B.V. with a value of $33.1M, and Compo Secure, Inc. with a value of $31.2M.

Examining the 13F form we can see an decrease of $14.6M in the current position value, from $511M to 497M.

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 $497 Million
Consumer Cyclical: $272 Million
Technology: $77.8 Million
Industrials: $65.3 Million
Consumer Defensive: $45.4 Million
Healthcare: $19.7 Million
Real Estate: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $497 Million
  • Prior Value $511 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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