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, exited 7, added to 13, and trimmed 8.
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.
2ND FLOOR
GREENWICH, CT 06830
$597.4M
Long-equity book
26
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −7 / ↑13 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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
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 |