Woodson Capital Management, LP — 13F Holdings & Portfolio
CIK 1697848 · latest 13F-HR filed 2026-05-15
Woodson Capital Management, LP manages $636.1M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AS (9.45%), RDDT (9.36%), AMZN (7.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 8, added to 6, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$636.1M
Long-equity book
31
Distinct positions
2026-03-31
Filed 2026-05-15
+8 / −8 / ↑6 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REDDIT INC$14.0M +30.8%
- QXO INC$11.2M +68.2%
- AMAZON COM INC$6.9M +17.0%
- AMER SPORTS INC$4.1M +7.2%
- BUILDERS FIRSTSOURCE INC$1.9M +12.7%
Top Trims
- THE REALREAL INC-$15.2M -38.6%
- BLOCK INC-$10.1M -22.4%
- GROUP 1 AUTOMOTIVE INC-$9.6M -39.9%
- VITA COCO CO INC-$8.6M -29.0%
- TAPESTRY INC-$8.5M -18.3%
New Positions
- DELTA AIR LINES INC$19.1M
- WOLFSPEED INC$15.3M
- GARMIN LTD$15.2M
- ZILLOW GROUP INC$13.9M
- SHOALS TECHNOLOGIES GROUP IN$13.2M
Exited Positions
- ALPHABET INC$25.0M
- UNITY SOFTWARE INC$15.9M
- COMPOSECURE INC$14.3M
- WOLVERINE WORLD WIDE INC$10.9M
- AFFIRM HLDGS INC$9.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMER SPORTS INC | AS | G0260P102 | $60.1M | 9.45% | 1,825,000 | SH |
| 2 | REDDIT INC | RDDT | 75734B100 | $59.6M | 9.36% | 442,287 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $47.3M | 7.43% | 227,000 | SH |
| 4 | TAPESTRY INC | TPR | 876030107 | $38.1M | 5.99% | 270,000 | SH |
| 5 | BLOCK INC | XYZ | 852234103 | $34.9M | 5.48% | 579,109 | SH |
| 6 | SWEETGREEN INC | SG | 87043Q108 | $34.8M | 5.47% | 6,700,000 | SH |
| 7 | LUXEXPERIENCE BV | LUXE | 55406W103 | $29.9M | 4.70% | 3,740,000 | SH |
| 8 | QXO INC | QXO | 82846H405 | $27.6M | 4.34% | 1,420,000 | SH |
| 9 | TESLA INC | TSLA | 88160R101 | $25.8M | 4.06% | 69,420 | SH |
| 10 | THE REALREAL INC | REAL | 88339P101 | $24.2M | 3.81% | 2,669,420 | SH |
| 11 | VITA COCO CO INC | COCO | 92846Q107 | $21.1M | 3.31% | 440,000 | SH |
| 12 | BOSTON BEER INC | SAM | 100557107 | $20.7M | 3.26% | 90,000 | SH |
| 13 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $19.9M | 3.12% | 350,000 | SH |
| 14 | DELTA AIR LINES INC | DAL | 247361702 | $19.1M | 3.00% | 287,000 | SH |
| 15 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $16.5M | 2.59% | 200,000 | SH |
| 16 | AERCAP HOLDINGS NV | AER | N00985106 | $16.5M | 2.59% | 120,000 | SH |
| 17 | WOLFSPEED INC | WOLF | 97785W106 | $15.3M | 2.41% | 940,000 | SH |
| 18 | GARMIN LTD | GRMN | H2906T109 | $15.2M | 2.39% | 65,500 | SH |
| 19 | GROUP 1 AUTOMOTIVE INC | GPI | 398905109 | $14.5M | 2.29% | 44,000 | SH |
| 20 | ZILLOW GROUP INC | Z | 98954M200 | $13.9M | 2.18% | 335,000 | SH |
| 21 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 82489W107 | $13.2M | 2.07% | 2,000,000 | SH |
| 22 | V F CORP | VFC | 918204108 | $12.9M | 2.03% | 759,420 | SH |
| 23 | DOCUSIGN INC | DOCU | 256163106 | $10.7M | 1.68% | 225,000 | SH |
| 24 | FORESTAR GROUP INC | FOR | 346232101 | $10.6M | 1.67% | 435,000 | SH |
| 25 | SIRIUSXM HOLDINGS INC Put | SIRI | 829933100 | $9.2M | 1.45% | 400,000 | SH |
| 26 | LULULEMON ATHLETICA INC | LULU | 550021109 | $7.7M | 1.21% | 50,442 | SH |
| 27 | TESLA INC Call | TSLA | 88160R101 | $6.3M | 0.99% | 16,900 | SH |
| 28 | THREDUP INC | TDUP | 88556E102 | $5.6M | 0.87% | 1,695,000 | SH |
| 29 | VITA COCO CO INC Call | COCO | 92846Q107 | $2.4M | 0.38% | 50,000 | SH |
| 30 | SYMBOTIC INC | SYM | 87151X101 | $1.4M | 0.23% | 26,942 | SH |
| 31 | THE REAL BROKERAGE INC | REAX | 75585H206 | $1.2M | 0.20% | 500,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $636.1M | 31 | 0001172661-26-002086 |
| 2025-12-31 | 2026-02-17 | $721.6M | 32 | 0001172661-26-000918 |
| 2025-09-30 | 2025-10-28 | $556.3M | 27 | 0001172661-25-004450 |