Investor

Woodson Capital Management, LP

Portfolio Total Value

$569,277,000.00

Number of Stocks

36

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
TPR $50,957,000.0 10.4%
Added 16.28%
780,000 $65.33 $142.1
Added 117.51%
$35.23 $74.25
REAL $36,615,000.0 7.48%
Reduced 37.96%
3,350,000 $10.93 $9.56
Reduced 12.53%
$1.52 $11.38
$34,322,000.0 7.01%
Reduced 26.31%
210,000 $163.44 $nan
Reduced nan%
$nan $nan
URBN $32,202,000.0 6.57%
Reduced 21.76%
586,789 $54.88 $63.41
Added 15.54%
$33.86 $60.9
AMZN $30,714,000.0 6.27%
Added 96.02%
140,000 $219.39 $207.67
Reduced 5.34%
$151.61 $235.44
DESP $30,112,000.0 6.15%
Added 9.62%
1,564,269 $19.25 $0.0
Reduced 100.0%
$0.0 $0.0
GPI $28,660,000.0 5.85%
Reduced 11.69%
68,000 $421.48 $299.9
Reduced 28.85%
$255.73 $456.68
COCO $26,191,000.0 5.35%
Added 4.5%
709,615 $36.91 $58.35
Added 58.09%
$19.41 $37.88
SQ $25,497,000.0 5.21%
Reduced 26.11%
300,000 $84.99 $0.0
Reduced 100.0%
$0.0 $0.0
GOOGL $20,444,000.0 4.17%
Reduced 15.62%
108,000 $189.3 $302.28
Added 59.68%
$130.67 $202.29
YNDX $20,221,000.0 4.13%
No Change
730,000 $27.7 $0.0
Reduced 100.0%
$0.0 $0.0
DMRC $19,519,000.0 3.98%
Added 14.38%
521,211 $37.45 $6.53
Reduced 82.56%
$21.0 $48.32
CMPO $19,162,000.0 3.91%
Added 62.34%
1,250,000 $15.33 $25.15
Added 64.06%
$4.61 $17.03
LEVI $17,123,000.0 3.84%
No Change
785,500 $21.8 $17.91
Reduced 17.84%
$15.16 $24.34
AER $17,991,000.0 3.67%
Reduced 2.51%
188,000 $95.7 $133.04
Added 39.02%
$75.48 $100.81
GLD $15,798,000.0 3.54%
No Change
65,000 $243.06 $460.84
Added 89.6%
$183.78 $257.71
FOR $12,960,000.0 2.65%
Reduced 10.71%
500,000 $25.92 $25.33
Reduced 2.28%
$23.8 $40.92
BLDR $12,863,000.0 2.63%
Reduced 20.39%
90,000 $142.93 $88.09
Reduced 38.37%
$130.75 $214.7
TBK $12,723,000.0 2.6%
Reduced 28.75%
140,000 $90.88 $0.0
Reduced 100.0%
$0.0 $0.0
MYTE $11,905,000.0 2.43%
No Change
1,676,878 $7.1 $0.0
Reduced 100.0%
$0.0 $0.0
SU $8,121,000.0 1.82%
No Change
219,970 $36.92 $59.59
Added 61.4%
$31.25 $41.95
SBUX $8,212,000.0 1.68%
Reduced 5.84%
90,000 $91.25 $99.15
Added 8.66%
$71.55 $103.32
CHTR $8,226,000.0 1.68%
Reduced 17.24%
24,000 $342.77 $218.19
Reduced 36.35%
$236.08 $415.27
VFC $6,663,000.0 1.49%
No Change
334,031 $19.95 $15.96
Reduced 20.0%
$11.0 $25.2
WMT $7,318,000.0 1.49%
Reduced 0.49%
81,000 $90.35 $126.52
Added 40.03%
$53.44 $96.18
DAL $7,260,000.0 1.48%
No Change
120,000 $60.5 $58.78
Reduced 2.84%
$37.29 $69.98
DHI $6,295,000.0 1.41%
No Change
33,000 $190.77 $140.49
Reduced 26.36%
$133.02 $199.85
PJT $6,266,000.0 1.4%
No Change
47,000 $133.34 $129.2
Reduced 3.1%
$88.51 $168.92
CVE $6,200,000.0 1.39%
No Change
370,600 $16.73 $23.2
Added 38.67%
$14.2 $21.9
HLI $6,099,000.0 1.37%
No Change
38,600 $158.02 $139.42
Reduced 11.77%
$119.28 $192.1
MTH $5,891,000.0 1.2%
Added 27.67%
38,300 $153.82 $63.08
Reduced 58.99%
$73.05 $106.99
HOV $4,750,000.0 0.97%
Added 18.33%
35,500 $133.82 $106.75
Reduced 20.23%
$115.9 $240.34
MCW $4,166,000.0 0.93%
No Change
640,000 $6.51 $6.96
Added 6.91%
$5.84 $9.45
DECK $3,046,000.0 0.62%
Reduced 70.59%
15,000 $203.09 $100.78
Reduced 50.38%
$123.33 $218.39
EWCZ $2,720,000.0 0.61%
No Change
400,000 $6.8 $5.75
Reduced 15.44%
$4.8 $15.96
SOUN $2,065,000.0 0.42%
No Change
104,103 $19.84 $7.3
Reduced 63.21%
$1.62 $24.98

Put Options

Stock Options % Change
2,000,000 0.0%
SOUN 1,350,000 0.0%
KSS 80,000 0.0%

Call Options

Stock Options % Change
SU 1,000,000 0.0%
BLNK 699,900 0.0%
DESP 510,000 0.0%
TPR 400,000 Added 33.33%