HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TAPESTRY INC |
$45,608 | ||
| TPR | 670,800 | -229,200 | $31,514 |
| Call | 300,000 | +100,000 | $14,094 |
| SUNCOR ENERGY INC NEW |
$45,041 | ||
| Call | 1,000,000 | -500,000 | $36,920 |
| SU | 219,970 | -68,200 | $8,121 |
 GROUP 1 AUTOMOTIVE INC |
77,000 | -59,000 | $29,494 |
| GPI | 77,000 | -59,000 | $29,494 |
| URBAN OUTFITTERS INC |
750,000 | -100,000 | $28,732 |
| URBN | 750,000 | -100,000 | $28,732 |
| BLOCK INC |
406,007 | +406,007 | $27,255 |
| SQ | 406,007 | +406,007 | $27,255 |
| BUILDERS FIRSTSOURCE INC |
113,058 | -36,942 | $21,917 |
| BLDR | 113,058 | -36,942 | $21,917 |
| ALPHABET INC |
128,000 | -60,500 | $21,229 |
| GOOGL | 128,000 | -60,500 | $21,229 |
| VITA COCO CO INC |
679,062 | +679,062 | $19,224 |
| COCO | 679,062 | +679,062 | $19,224 |
| REDDIT INC |
284,980 | +284,980 | $18,786 |
| RDDT | 284,980 | +284,980 | $18,786 |
| AERCAP HOLDINGS NV |
192,849 | +32,749 | $18,267 |
| AER | 192,849 | +32,749 | $18,267 |
| FORESTAR GROUP INC |
560,000 | +60,000 | $18,127 |
| FOR | 560,000 | +60,000 | $18,127 |
| DESPEGAR COM CORP |
1,426,952 | +626,952 | $17,694 |
| DESP | 1,426,952 | +626,952 | $17,694 |
| LEVI STRAUSS & CO NEW |
785,500 | -314,500 | $17,124 |
| LEVI | 785,500 | -314,500 | $17,124 |
| THE REALREAL INC |
5,400,000 | +150,000 | $16,956 |
| REAL | 5,400,000 | +150,000 | $16,956 |
| SPDR GOLD TR (GLD) |
65,000 | +65,000 | $15,799 |
| GLD | 65,000 | +65,000 | $15,799 |
| TRIUMPH FINANCIAL INC |
196,481 | -23,519 | $15,628 |
| TFIN | 196,481 | -23,519 | $15,628 |
| AMAZON COM INC |
71,420 | +71,420 | $13,308 |
| AMZN | 71,420 | +71,420 | $13,308 |
| AMER SPORTS INC |
809,200 | +809,200 | $12,907 |
| AS | 809,200 | +809,200 | $12,907 |
| DIGIMARC CORP NEW |
455,664 | +71,126 | $12,248 |
| DMRC | 455,664 | +71,126 | $12,248 |
| COMPOSECURE INC |
770,000 | +770,000 | $10,795 |
| CMPO | 770,000 | +770,000 | $10,795 |
| CHARTER COMMUNICATIONS INC N |
29,000 | +29,000 | $9,398 |
| CHTR | 29,000 | +29,000 | $9,398 |
| STARBUCKS CORP |
95,580 | +10,580 | $9,318 |
| SBUX | 95,580 | +10,580 | $9,318 |
| DECKERS OUTDOOR CORP |
51,000 | +42,100 | $8,132 |
| DECK | 51,000 | +42,100 | $8,132 |
| V F CORP |
334,031 | +334,031 | $6,664 |
| VFC | 334,031 | +334,031 | $6,664 |
| WALMART INC |
81,400 | -193,600 | $6,573 |
| WMT | 81,400 | -193,600 | $6,573 |
| D R HORTON INC |
33,000 | -11,000 | $6,295 |
| DHI | 33,000 | -11,000 | $6,295 |
| PJT PARTNERS INC |
47,000 | -38,000 | $6,267 |
| PJT | 47,000 | -38,000 | $6,267 |
| CENOVUS ENERGY INC |
370,600 | -129,400 | $6,200 |
| CVE | 370,600 | -129,400 | $6,200 |
| MERITAGE HOMES CORP |
30,000 | -12,500 | $6,152 |
| MTH | 30,000 | -12,500 | $6,152 |
| HOVNANIAN ENTERPRISES INC |
30,000 | -18,000 | $6,131 |
| HOV | 30,000 | -18,000 | $6,131 |
| HOULIHAN LOKEY INC |
38,600 | -24,400 | $6,100 |
| HLI | 38,600 | -24,400 | $6,100 |
| MISTER CAR WASH INC |
640,000 | -1,860,000 | $4,166 |
| MCW | 640,000 | -1,860,000 | $4,166 |
| EUROPEAN WAX CTR INC |
400,000 | -50,609 | $2,720 |
| EWCZ | 400,000 | -50,609 | $2,720 |
See Full List: All Stocks Held By Woodson Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Woodson Capital Management LP
|
Size ($ in 1000's)
At 09/30/2024: $511,943 At 06/30/2024: $576,922 Woodson Capital Management LP AUM history Woodson Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Woodson Capital Management LP 13F filings. Link to 13F filings: SEC filings |
