Woodson Capital Management, LP
•CIK: 1697848•Filing: Q4 2025
**Woodson Capital Management, LP** manages $641M across a concentrated portfolio of 29 positions. The fund exhibits significant conviction in its top holdings, led by GSCE at $56.0M and RDDT at $45.5M. Notable allocations also include XYZ ($44.9M), SG ($40.6M), and AMZN ($40.4M), indicating deep sector focus. This structure suggests a highly selective, bottom-up approach targeting established market leaders.
Total AUM
$569.7M
+ $71.4M in options
QoQ Performance
+21.8%
Positions
26
+ 3 options
Top 10 Concentration
59.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AMER
RDDT
XYZ
SG
AMZN
REAL
AMER8.7%
RDDT7.1%
XYZ7.0%
SG6.3%
AMZN6.3%
REAL6.2%
LUXE4.7%
COCO4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.7%
Consumer10.7%
Technology3.9%
Communication3.7%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW11 new positions
↑10 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023