Woodson Capital Management, LP - Q42025 Holdings

Woodson Capital Management, LP holds 29 stocks with a total portfolio value of $ 721.56M as of Q42025. In Q42025, Woodson Capital Management, LP added 11 new positions, increased stakes in 9 stocks, reduced 9 holdings, and fully exited 6 positions. The largest holding is Tapestry Inc (TPR), representing 9.12% of the total portfolio.