Woodson Capital Management, LP — 13F Holdings & Portfolio
CIK 1697848 · latest 13F-HR filed 2026-08-14
Woodson Capital Management, LP manages $597.4M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RDDT (9.30%), XYZ (8.52%), SG (7.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 7; 13 existing positions rose in reported value and 8 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 64.1%Cumulative share of the portfolio held in the largest N positions.
FLOOR 2
GREENWICH, CT 06830
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BROWMAN, DOUGLAS, REID Control | CHIEF COMPLIANCE OFFICER | Less than 5% | Individual |
| DAIS, JEPHTHAH, GERARD Control | CHIEF OPERATING OFFICER | Less than 5% | Individual |
| DAVIS, JAMES, WOODSON Control | LIMITED PARTNER | 75% or more | Individual |
| DAVIS, JAMES, WOODSON Control | MANAGING MEMBER | 75% or more | Individual |
| WOODSON CAPITAL GP, LLC Control | GENERAL PARTNER | Less than 5% | Domestic Entity |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- BLOCK INC$16.1M +46.1%
- THE REALREAL INC$14.7M +60.5%
- SWEETGREEN INC$11.9M +34.3%
- WOLFSPEED INC$8.8M +57.3%
- GARMIN LTD$8.6M +56.3%
Top Trims
- AMAZON COM INC-$17.5M -37.0%
- AMER SPORTS INC-$14.4M -24.0%
- TAPESTRY INC-$5.3M -13.9%
- LUXEXPERIENCE BV-$4.3M -14.3%
- REDDIT INC-$4.0M -6.7%
New Positions
- DECKERS OUTDOOR CORP$19.9M
- EBAY INC.$16.8M
- COINBASE GLOBAL INC$14.6M
- STUBHUB HLDGS INC$6.4M
- CROCS INC$515.0K
Exited Positions
- TESLA INC$25.8M
- VITA COCO CO INC$21.1M
- BOSTON BEER INC$20.7M
- GROUP 1 AUTOMOTIVE INC$14.5M
- ZILLOW GROUP INC$13.9M
Woodson Capital Management, LP Holdings (2026-06-30)
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 | REDDIT INC | RDDT | 75734B100 | $55.5M | 9.30% | 320,000 | SH |
| 2 | BLOCK INC | XYZ | 852234103 | $50.9M | 8.52% | 670,000 | SH |
| 3 | SWEETGREEN INC | SG | 87043Q108 | $46.7M | 7.82% | 5,300,000 | SH |
| 4 | AMER SPORTS INC | AS | G0260P102 | $45.7M | 7.65% | 1,350,000 | SH |
| 5 | THE REALREAL INC | REAL | 88339P101 | $38.9M | 6.51% | 3,300,000 | SH |
| 6 | QXO INC | QXO | 82846H405 | $32.8M | 5.50% | 1,900,000 | SH |
| 7 | TAPESTRY INC | TPR | 876030107 | $32.8M | 5.49% | 224,000 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $29.8M | 4.99% | 125,000 | SH |
| 9 | LUXEXPERIENCE BV | LUXE | 55406W103 | $25.6M | 4.29% | 3,450,000 | SH |
| 10 | WOLFSPEED INC | WOLF | 97785W106 | $24.1M | 4.04% | 500,000 | SH |
| 11 | GARMIN LTD | GRMN | H2906T109 | $23.8M | 3.98% | 100,000 | SH |
| 12 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $23.6M | 3.95% | 275,000 | SH |
| 13 | DECKERS OUTDOOR CORP | DECK | 243537107 | $19.9M | 3.32% | 200,000 | SH |
| 14 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $19.7M | 3.30% | 220,000 | SH |
| 15 | DELTA AIR LINES INC | DAL | 247361702 | $17.6M | 2.95% | 188,000 | SH |
| 16 | EBAY INC. | EBAY | 278642103 | $16.8M | 2.81% | 150,000 | SH |
| 17 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 82489W107 | $15.8M | 2.65% | 1,600,000 | SH |
| 18 | COINBASE GLOBAL INC | COIN | 19260Q107 | $14.6M | 2.45% | 100,002 | SH |
| 19 | AERCAP HOLDINGS NV | AER | N00985106 | $14.6M | 2.44% | 100,000 | SH |
| 20 | FORESTAR GROUP INC | FOR | 346232101 | $11.4M | 1.91% | 360,000 | SH |
| 21 | THREDUP INC | TDUP | 88556E102 | $10.7M | 1.79% | 1,558,806 | SH |
| 22 | V F CORP | VFC | 918204108 | $10.0M | 1.68% | 600,000 | SH |
| 23 | STUBHUB HLDGS INC | STUB | 86384P109 | $6.4M | 1.08% | 500,000 | SH |
| 24 | THE REAL BROKERAGE INC | REAX | 75585H206 | $6.0M | 1.01% | 3,300,000 | SH |
| 25 | SYMBOTIC INC | SYM | 87151X101 | $3.1M | 0.53% | 70,000 | SH |
| 26 | CROCS INC | CROX | 227046109 | $515.0K | 0.09% | 4,269 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $597.4M | 26 | 0001172661-26-003666 |
| 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 |
2ND FLOOR
GREENWICH, CT 06830