Woodson Capital Management, LP

Position in LUXE — LuxExperience B.V.

CIK 1697848 Greenwich, CT

Position in LUXE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,633,500

-$4,286,500 QoQ

Shares Held

3,450,000

-7.8% QoQ

Ownership

2.51%

of shares outstanding

% of Portfolio

4.33%

of 13F equity value

Holder Rank

of 58 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Woodson Capital Management, LP holds $97,329,620 across 3 Luxury Goods names. LUXE ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REAL	TheRealReal, Inc.	3,300,000	$38,907,000
2	TPR	Tapestry, Inc.	224,000	$32,789,120
3	LUXE	LuxExperience B.V. This page	3,450,000	$25,633,500

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,633,500	3,450,000	-7.8%	Shares	Sole	2026-08-14
2026-03-31	$29,920,000	3,740,000	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$30,060,000	3,600,000	+6.4%	Shares	Sole	2026-02-17
2025-09-30	$28,772,500	3,385,000	+14.1%	Shares	Sole	2025-10-28
2025-06-30	$23,549,754	2,965,964	+18.6%	Shares	Sole	2025-08-14
2025-03-31	$18,900,000	2,500,000	+49.1%	Shares	Sole	2025-05-15
2024-12-31	$11,905,833	1,676,878	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.