0001172661-24-002388.txt : 20240515 0001172661-24-002388.hdr.sgml : 20240515 20240515101438 ACCESSION NUMBER: 0001172661-24-002388 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Woodson Capital Management, LP CENTRAL INDEX KEY: 0001697848 ORGANIZATION NAME: 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: 24947938 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 03-31-2024 03-31-2024 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 05-15-2024 0 41 626270473 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 35091225 232500 SH SOLE 232500 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 23461875 112500 SH SOLE 112500 0 0 CAMDEN PPTY TR SH BEN INT 133131102 11996928 121920 SH SOLE 121920 0 0 CENOVUS ENERGY INC COM 15135U109 9995000 500000 SH Call SOLE 500000 0 0 CENOVUS ENERGY INC COM 15135U109 13193400 660000 SH SOLE 660000 0 0 CENTURY CMNTYS INC COM 156504300 7507700 77800 SH SOLE 77800 0 0 CRH PLC ORD G25508105 13853356 160600 SH SOLE 160600 0 0 D R HORTON INC COM 23331A109 7240200 44000 SH SOLE 44000 0 0 DECKERS OUTDOOR CORP COM 243537107 16364746 17386 SH SOLE 17386 0 0 DESPEGAR COM CORP ORD SHS G27358103 5980000 500000 SH SOLE 500000 0 0 DEVON ENERGY CORP NEW COM 25179M103 6774300 135000 SH SOLE 135000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 8917650 45000 SH SOLE 45000 0 0 DIGIMARC CORP NEW COM 25381B101 2718000 100000 SH SOLE 100000 0 0 EOG RES INC COM 26875P101 7031200 55000 SH SOLE 55000 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 8047224 619971 SH SOLE 619971 0 0 FORESTAR GROUP INC COM 346232101 13367194 332600 SH SOLE 332600 0 0 GREEN BRICK PARTNERS INC COM 392709101 6324150 105000 SH SOLE 105000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 41642775 142500 SH SOLE 142500 0 0 HOULIHAN LOKEY INC CL A 441593100 8216979 64100 SH SOLE 64100 0 0 HOVNANIAN ENTERPRISES INC CL A NEW 442487401 6371764 40600 SH SOLE 40600 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 19996090 179000 SH SOLE 179000 0 0 INVITATION HOMES INC COM 46187W107 13727655 385500 SH SOLE 385500 0 0 LIBERTY ENERGY INC COM CL A 53115L104 6837600 330000 SH SOLE 330000 0 0 MERITAGE HOMES CORP COM 59001A102 6930670 39500 SH SOLE 39500 0 0 MISTER CAR WASH INC COM 60646V105 19375000 2500000 SH SOLE 2500000 0 0 NOV INC COM 62955J103 6344000 325000 SH SOLE 325000 0 0 PJT PARTNERS INC COM CL A 69343T107 8200620 87000 SH SOLE 87000 0 0 READY CAPITAL CORP COM 75574U101 4017200 440000 SH Put SOLE 440000 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 44899956 308400 SH SOLE 308400 0 0 SHARKNINJA INC COM SHS G8068L108 13454640 216000 SH SOLE 216000 0 0 SUNCOR ENERGY INC NEW COM 867224107 55365000 1500000 SH Call SOLE 1500000 0 0 SUNCOR ENERGY INC NEW COM 867224107 13656700 370000 SH SOLE 370000 0 0 TAPESTRY INC COM 876030107 38933600 820000 SH SOLE 820000 0 0 TAPESTRY INC COM 876030107 9496000 200000 SH Call SOLE 200000 0 0 THE REALREAL INC COM 88339P101 19550008 5000002 SH SOLE 5000002 0 0 TRIUMPH FINANCIAL INC COM 89679E300 15864000 200000 SH SOLE 200000 0 0 URBAN OUTFITTERS INC COM 917047102 27233024 627200 SH SOLE 627200 0 0 VAIL RESORTS INC COM 91879Q109 10250180 46000 SH SOLE 46000 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 7974564 252200 SH SOLE 252200 0 0 VERISIGN INC COM 92343E102 12318150 65000 SH SOLE 65000 0 0 WALMART INC COM 931142103 17750150 295000 SH SOLE 295000 0 0