The Analysis of Woodson Capital Management, LP's Holdings

Currently, Woodson Capital Management, LP holds 28 types of securities in its portfolio with a total value $647.6M. In the most recent quarter, they have increased their positions in AS (+1.5M shares, valued at $56.0M), TPR (+365.0K shares, valued at $46.6M), RDDT (+198.0K shares, valued at $45.5M); initiated new positions in AS (+1.5M shares, valued at $56.0M), TPR (+365.0K shares, valued at $46.6M), RDDT (+198.0K shares, valued at $45.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AS AMER SPORTS INC1.5M sharesnew addition2025-12-312026-02-17

TPR TAPESTRY INC365.0K sharesnew addition2025-12-312026-02-17

RDDT REDDIT INC198.0K sharesnew addition2025-12-312026-02-17

XYZ BLOCK INC690.0K sharesnew addition2025-12-312026-02-17

SG SWEETGREEN INC6.0M shares0.00%2025-12-312026-02-17

AMZN AMAZON COM INC175.0K sharesnew addition2025-12-312026-02-17

REAL THE REALREAL INC2.5M sharesnew addition2025-12-312026-02-17

TSLA TESLA INC69.4K sharesnew addition2025-12-312026-02-17

Sponsored

YOU CLEAR SECURE INC129.0K sharesnew addition2025-12-312026-02-17

FLUT FLUTTER ENTMT PLC20.0K sharesnew addition2025-12-312026-02-17

REAX THE REAL BROKERAGE INC500.0K sharesnew addition2025-12-312026-02-17

RHLD RESOLUTE HLDGS MGMT INC5.9K sharesnew addition2025-12-312026-02-17

Call Option Holdings

TSLA Call CallTESLA INC62.7K sharesnew addition2025-12-312026-02-17

TPR Call CallTAPESTRY INC150.0K sharesnew addition2025-12-312026-02-17

COCO Call CallVITA COCO CO INC50.0K sharesnew addition2025-12-312026-02-17

Put Option Holdings

SIRIUSXM HOLDINGS INC Put PutSIRIUSXM HOLDINGS INC1.2M sharesnew addition2025-12-312026-02-17