Woodson Capital Management, LP

Hedge Fund • Long/Short

Woodson Capital Management, LP is a Long/Short Hedge Fund based in Greenwich, CT led by Jephthah Gerard Dais, reporting $1.3B in AUM as of Q3 2025 with 46% Consumer Cyclical concentration and 61% concentrated in top 10 holdings.

COOJephthah Gerard Dais

Portfolio Value: $519.9M
Positions: 24
Top Holding: TPR at 7.84%
Last Reported: Q3 2025

Address282 Railroad Avenue, Floor 2, Greenwich, CT, 06830, United States

Top Holdings

Largest long holdings in Woodson Capital Management, LP's portfolio (61.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Tapestry, Inc. TPR	Luxury Goods Consumer Cyclical	$40.8M	7.84%	-$37.4M Sold	0.17% 360.0K shares	Q3 2023 Held for 2y 2m
2 The Vita Coco Company, Inc. COCO	Beverages - Non-Alcoholic Consumer Defensive	$37.4M	7.19%	-$2.0M Sold	1.55% 880.0K shares	Q3 2024 Held for 1y 2m
3 The RealReal REAL	Luxury Goods Consumer Cyclical	$37.2M	7.16%	-$30.8M Sold	3.04% 3.5M shares	Q4 2022 Held for 2y 11m
4 Block XYZ	Software - Infrastructure Technology	$32.5M	6.25%	+$4.3M Bought	0.07% 450.0K shares	Q3 2024 Held for 1y 2m
5 CompoSecure CMPO	Manufacturing - Metal Fabrication Industrials	$31.2M	6.01%	-$10.4M Sold	1.47% 1.5M shares	Q3 2024 Held for 1y 2m
6 LUXE Emles Luxury Goods LUXE	ETF ETF	$28.8M	5.53%	+$3.6M Bought	— 3.4M shares	Q2 2025 Held for 5 months
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$28.5M	5.49%	-$8.6M Sold	0.00% 130.0K shares	Q3 2024 Held for 1y 2m
8 Amer Sports AS	Leisure Consumer Cyclical	$27.8M	5.35%	-$1.5M Sold	0.14% 800.0K shares	Q3 2024 Held for 1y 2m
9 Reddit RDDT	Internet Content & Information Communication Services	$27.6M	5.31%	-$49.0M Sold	0.06% 120.0K shares	Q3 2024 Held for 1y 2m
10 Group 1 Automotive GPI	Auto - Dealerships Consumer Cyclical	$26.3M	5.05%	+$875.0K Bought	0.46% 60.0K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Woodson Capital Management, LP's latest filing

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Market Value

$519.9M

Prior: $557.3M

Q/Q Change

-6.71%

-$37.4M

Net Flows % of MV

-32.71%

Turnover Ratio

25.42%

New Purchases

0 stocks

Added To

7 stocks

+$47.1M

Sold Out Of

2 stocks

$15.4M

Reduced Holdings

17 stocks

-$201.8M

Increased Positions

Position	Shares Δ	Change
1 Starbucks SBUX	+140.0%	75.0K → 180.0K +$8.9M
2 Sweetgreen SG	+129.23%	817.9K → 1.9M +$8.4M
3 Establishment Labs ESTA	+113.33%	225.0K → 480.0K +$10.5M
4 Garmin GRMN	+75.44%	57.0K → 100.0K +$10.6M
5 Block XYZ	+15.38%	390.0K → 450.0K +$4.3M

Decreased Positions

Position	Shares Δ	Change
1 Redwire RDW	Sold	500.0K → 0 −$8.2M
2 Niagen Bioscience, Inc. Common Stock NAGE	Sold	500.0K → 0 −$7.2M
3 SoundHound AI, Inc. SOUN	-71.37%	412.7K → 118.2K −$4.7M
4 Reddit RDDT	-63.96%	333.0K → 120.0K −$49.0M
5 Resolute Holdings Management RHLD	-60.24%	83.0K → 33.0K −$3.6M