0001172661-22-002398.txt : 20221114 0001172661-22-002398.hdr.sgml : 20221114 20221114101518 ACCESSION NUMBER: 0001172661-22-002398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381665 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 09-30-2022 09-30-2022 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 11-14-2022 0 41 625684 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 39217 410000 SH SOLE 410000 0 0 ALPHABET INC CAP STK CL C 02079K107 1923 20000 SH SOLE 20000 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 15093 460000 SH SOLE 460000 0 0 BEAZER HOMES USA INC COM NEW 07556Q881 1389 143610 SH SOLE 143610 0 0 BLOCK INC CL A 852234103 5349 97280 SH SOLE 97280 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 31228 530000 SH SOLE 530000 0 0 CENOVUS ENERGY INC COM 15135U109 8023 522000 SH SOLE 522000 0 0 CENTURY CMNTYS INC COM 156504300 6417 150000 SH SOLE 150000 0 0 CONTAINER STORE GROUP INC COM 210751103 8123 1657734 SH SOLE 1657734 0 0 CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110 100 500000 SH SOLE 500000 0 0 CONYERS PARK III ACQSITN COR CLASS A COM 21289P102 9720 1000000 SH SOLE 1000000 0 0 CROCS INC COM 227046109 11322 164893 SH SOLE 164893 0 0 D R HORTON INC COM 23331A109 28287 420000 SH SOLE 420000 0 0 DECKERS OUTDOOR CORP COM 243537107 51581 165000 SH SOLE 165000 0 0 DEVON ENERGY CORP NEW COM 25179M103 6013 100000 SH SOLE 100000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 5541 46000 SH SOLE 46000 0 0 EOG RES INC COM 26875P101 5587 50000 SH SOLE 50000 0 0 EUROPEAN WAX CTR INC CLASS A COM 29882P106 1845 100000 SH SOLE 100000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 12155 173000 SH SOLE 173000 0 0 FUNKO INC COM CL A 361008105 64157 3172947 SH SOLE 3172947 0 0 GREEN BRICK PARTNERS INC COM 392709101 9407 440000 SH SOLE 440000 0 0 HOVNANIAN ENTERPRISES INC CL A NEW 442487401 5813 162830 SH SOLE 162830 0 0 INVITATION HOMES INC COM 46187W107 28705 850000 SH SOLE 850000 0 0 ISHARES SILVER TR ISHARES 46428Q109 9100 520000 SH SOLE 520000 0 0 MERITAGE HOMES CORP COM 59001A102 7027 100000 SH SOLE 100000 0 0 MISTER CAR WASH INC COM 60646V105 32347 3770000 SH SOLE 3770000 0 0 NOODLES & CO COM CL A 65540B105 12643 2690000 SH SOLE 2690000 0 0 OOMA INC COM 683416101 15990 1300000 SH SOLE 1300000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 12199 1760300 SH Call SOLE 1760300 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 15583 2248685 SH SOLE 2248685 0 0 PIONEER NAT RES CO COM 723787107 5846 27000 SH SOLE 27000 0 0 RH COM 74967X103 7874 32000 SH SOLE 32000 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 28137 481627 SH SOLE 481627 0 0 SKYLINE CHAMPION CORPORATION COM 830830105 12168 230148 SH SOLE 230148 0 0 SPDR GOLD TR GOLD SHS 78463V107 19334 125000 SH SOLE 125000 0 0 SUNCOR ENERGY INC NEW COM 867224107 8304 295000 SH SOLE 295000 0 0 SUNCOR ENERGY INC NEW COM 867224107 28150 1000000 SH Call SOLE 1000000 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 13097 680000 SH SOLE 680000 0 0 VAIL RESORTS INC COM 91879Q109 25446 118000 SH SOLE 118000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 14305 500000 SH SOLE 500000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 1139 39800 SH Call SOLE 39800 0 0