0001172661-21-002203.txt : 20211115 0001172661-21-002203.hdr.sgml : 20211115 20211115102222 ACCESSION NUMBER: 0001172661-21-002203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211407202 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 13F-HR LIVE false true false 0001697848 XXXXXXXX 09-30-2021 09-30-2021 false Woodson Capital Management, LP

537 Steamboat Road Suite 303 Greenwich CT 06830

13F HOLDINGS REPORT 028-17810 N Jephthah Dais 212-716-2624 /s/ Jephthah Dais Greenwich CT 11-15-2021 0 43 1449010 INFORMATION TABLE 2 infotable.xml ADVANTAGE SOLUTIONS INC COM CL A 00791N102 26235 3032900 SH SOLE 3032900 0 0 ADVANTAGE SOLUTIONS INC W EXP 1028202 00791N110 1562 858493 SH SOLE 858493 0 0 ALPHABET INC CAP STK CL A 02079K305 21388 8000 SH SOLE 8000 0 0 BLEND LABS INC CL A 09352U108 9980 740386 SH SOLE 740386 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 46566 900000 SH SOLE 900000 0 0 CALLAWAY GOLF CO COM 131193104 42586 1541307 SH SOLE 1541307 0 0 CHICOS FAS INC COM 168615102 5734 1277156 SH SOLE 1277156 0 0 CONTAINER STORE GROUP INC COM 210751103 42459 4460000 SH SOLE 4460000 0 0 CONYERS PARK III ACQSITN COR UNIT 07302026 21289P201 15150 1500000 SH SOLE 1500000 0 0 CRICUT INC COM CL A 22658D100 4063 147300 SH SOLE 147300 0 0 CROCS INC COM 227046109 28696 200000 SH SOLE 200000 0 0 DECKERS OUTDOOR CORP COM 243537107 68330 189700 SH SOLE 189700 0 0 DEVON ENERGY CORP NEW COM 25179M103 26277 740000 SH SOLE 740000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 26564 280600 SH SOLE 280600 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 14445 500000 SH SOLE 500000 0 0 EOG RES INC COM 26875P101 23599 294000 SH SOLE 294000 0 0 FIGS INC CL A 30260D103 10935 294438 SH SOLE 294438 0 0 FUNKO INC COM CL A 361008105 77662 4264779 SH SOLE 4264779 0 0 INVITATION HOMES INC COM 46187W107 63245 1650000 SH SOLE 1650000 0 0 ISOS ACQUISITION CORPORATION SHARES CL A G4962C112 14970 1500000 SH SOLE 1500000 0 0 ISOS ACQUISITION CORPORATION W EXP 0301202 G4962C104 547 396456 SH SOLE 396456 0 0 LESLIES INC COM 527064109 28756 1400000 SH SOLE 1400000 0 0 MISTER CAR WASH INC COM 60646V105 51360 2814230 SH SOLE 2814230 0 0 NOODLES CO COM CL A 65540B105 43070 3650000 SH SOLE 3650000 0 0 OLAPLEX HLDGS INC COM 679369108 4900 200000 SH SOLE 200000 0 0 OOMA INC COM 683416101 27915 1500000 SH SOLE 1500000 0 0 PARTY CITY HOLDCO INC COM 702149105 11360 1600000 SH SOLE 1600000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 165560 1901900 SH Call SOLE 1901900 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 168402 1934540 SH SOLE 1934540 0 0 PIONEER NAT RES CO COM 723787107 25310 152000 SH SOLE 152000 0 0 PURPLE INNOVATION INC COM 74640Y106 34473 1640000 SH SOLE 1640000 0 0 RH COM 74967X103 39348 59000 SH SOLE 59000 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 17610 160000 SH SOLE 160000 0 0 SEA LTD SPONSORD ADS 81141R100 47172 148000 SH SOLE 148000 0 0 SMARTRENT INC COM CL A 83193G107 19530 1500000 SH SOLE 1500000 0 0 SPDR GOLD TR GOLD SHS 78463V107 98532 600000 SH Call SOLE 600000 0 0 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 16881 650000 SH SOLE 650000 0 0 TRAEGER INC public STOCK 89269P103 943 45042 SH SOLE 45042 0 0 U S SILICA HLDGS INC COM 90346E103 4794 600000 SH SOLE 600000 0 0 VAIL RESORTS INC COM 91879Q109 28060 84000 SH SOLE 84000 0 0 WHEELS UP EXPERIENCE INC COM CL A 96328L106 11676 1771819 SH SOLE 1771819 0 0 WHEELS UP EXPERIENCE INC W EXP 0713202 96328L114 630 495918 SH SOLE 495918 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 31735 360051 SH SOLE 360051 0 0