0001172661-23-001066.txt : 20230214 0001172661-23-001066.hdr.sgml : 20230214 20230214122532 ACCESSION NUMBER: 0001172661-23-001066 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Woodson Capital Management, LP CENTRAL INDEX KEY: 0001697848 IRS NUMBER: 271287365 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17810 FILM NUMBER: 23625516 BUSINESS ADDRESS: STREET 1: 537 STEAMBOAT ROAD STREET 2: SUITE 303 CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 212-716-2624 MAIL ADDRESS: STREET 1: 537 STEAMBOAT ROAD STREET 2: SUITE 303 CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001697848 XXXXXXXX 12-31-2022 12-31-2022 false Woodson Capital Management, LP

537 Steamboat Road Suite 303 Greenwich CT 06830

13F HOLDINGS REPORT 028-17810 000161644 801-108053 N Doug Browman 212-716-2623 /s/ Doug Browman Greenwich CT 02-14-2023 0 34 608969489 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 40762260 462000 SH SOLE 462000 0 0 BLOCK INC CL A 852234103 5341400 85000 SH SOLE 85000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 29844800 460000 SH SOLE 460000 0 0 CENOVUS ENERGY INC COM 15135U109 17329248 892800 SH Call SOLE 892800 0 0 CENOVUS ENERGY INC COM 15135U109 10452285 538500 SH SOLE 538500 0 0 CONYERS PARK III ACQSITN COR CLASS A COM 21289P102 9896100 1000000 SH SOLE 1000000 0 0 CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110 74500 500000 SH SOLE 500000 0 0 D R HORTON INC COM 23331A109 35656000 400000 SH SOLE 400000 0 0 DECKERS OUTDOOR CORP COM 243537107 62268960 156000 SH SOLE 156000 0 0 DEVON ENERGY CORP NEW COM 25179M103 7202821 117100 SH SOLE 117100 0 0 DIAMONDBACK ENERGY INC COM 25278X109 7622749 55730 SH SOLE 55730 0 0 EOG RES INC COM 26875P101 8146808 62900 SH SOLE 62900 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 1814276 145725 SH SOLE 145725 0 0 FUNKO INC COM CL A 361008105 28714542 2631947 SH SOLE 2631947 0 0 GREEN BRICK PARTNERS INC COM 392709101 14538000 600000 SH SOLE 600000 0 0 HOVNANIAN ENTERPRISES INC CL A NEW 442487401 2777280 66000 SH SOLE 66000 0 0 INVITATION HOMES INC COM 46187W107 22230000 750000 SH SOLE 750000 0 0 MERITAGE HOMES CORP COM 59001A102 8298000 90000 SH SOLE 90000 0 0 MISTER CAR WASH INC COM 60646V105 35997000 3900000 SH SOLE 3900000 0 0 NOODLES & CO COM CL A 65540B105 13329720 2428000 SH SOLE 2428000 0 0 OOMA INC COM 683416101 13620000 1000000 SH SOLE 1000000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 8999196 1133400 SH Call SOLE 1133400 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 15583838 1962700 SH SOLE 1962700 0 0 PIONEER NAT RES CO COM 723787107 7456934 32650 SH SOLE 32650 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 38351880 513000 SH SOLE 513000 0 0 SUNCOR ENERGY INC NEW COM 867224107 36489500 1150000 SH Call SOLE 1150000 0 0 SUNCOR ENERGY INC NEW COM 867224107 11851155 373500 SH SOLE 373500 0 0 TESLA INC COM 88160R101 35722200 290000 SH Put SOLE 290000 0 0 THE REALREAL INC COM 88339P101 3125000 2500000 SH SOLE 2500000 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 21725000 1100000 SH SOLE 1100000 0 0 VAIL RESORTS INC COM 91879Q109 26552190 111400 SH SOLE 111400 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 15046500 525000 SH SOLE 525000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1310947 40700 SH Call SOLE 40700 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10838400 160000 SH SOLE 160000 0 0