Woodson Capital Management, LP 13F holdings
Woodson Capital Management, LP reported 26 positions with a total reported value of $597.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RDDT REDDIT INC (9.3%), XYZ BLOCK INC (8.5%), SG SWEETGREEN INC (7.8%), AS AMER SPORTS INC (7.6%), THE REALREAL INC (6.5%). Against 2026-03-31 it opened 5 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 26 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RDDT REDDIT INC | 320,000 | $55.5M | 9.3% |
| XYZ BLOCK INC | 670,000 | $50.9M | 8.5% |
| SG SWEETGREEN INC | 5,300,000 | $46.7M | 7.8% |
| AS AMER SPORTS INC | 1,350,000 | $45.7M | 7.6% |
| THE REALREAL INC | 3,300,000 | $38.9M | 6.5% |
| QXO QXO INC | 1,900,000 | $32.8M | 5.5% |
| TPR TAPESTRY INC | 224,000 | $32.8M | 5.5% |
| AMZN AMAZON COM INC | 125,000 | $29.8M | 5.0% |
| LUXEXPERIENCE BV | 3,450,000 | $25.6M | 4.3% |
| WOLF WOLFSPEED INC | 500,000 | $24.1M | 4.0% |
| GRMN GARMIN LTD | 100,000 | $23.8M | 4.0% |
| ESTA ESTABLISHMENT LABS HLDGS INC | 275,000 | $23.6M | 4.0% |
| DECK DECKERS OUTDOOR CORP | 200,000 | $19.9M | 3.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 220,000 | $19.7M | 3.3% |
| DAL DELTA AIR LINES INC | 188,000 | $17.6M | 2.9% |
| EBAY EBAY INC. | 150,000 | $16.8M | 2.8% |
| SHLS SHOALS TECHNOLOGIES GROUP IN | 1,600,000 | $15.8M | 2.7% |
| COIN COINBASE GLOBAL INC | 100,002 | $14.6M | 2.4% |
| AER AERCAP HOLDINGS NV | 100,000 | $14.6M | 2.4% |
| FOR FORESTAR GROUP INC | 360,000 | $11.4M | 1.9% |
| TDUP THREDUP INC | 1,558,806 | $10.7M | 1.8% |
| VFC V F CORP | 600,000 | $10.0M | 1.7% |
| STUB STUBHUB HLDGS INC | 500,000 | $6.4M | 1.1% |
| THE REAL BROKERAGE INC | 3,300,000 | $6.0M | 1.0% |
| SYM SYMBOTIC INC | 70,000 | $3.1M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TSLA TESLA INC | 69,420 | $25.8M | 4.2% |
| COCO VITA COCO CO INC | 440,000 | $21.1M | 3.4% |
| SAM BOSTON BEER INC | 90,000 | $20.7M | 3.4% |
| GPI GROUP 1 AUTOMOTIVE INC | 44,000 | $14.5M | 2.4% |
| ZG ZILLOW GROUP INC | 335,000 | $13.9M | 2.2% |
| DOCU DOCUSIGN INC | 225,000 | $10.7M | 1.7% |
| LULU LULULEMON ATHLETICA INC | 50,442 | $7.7M | 1.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| QXO QXO INC | 1,420,000 | 1,900,000 | +33.8% | $32.8M |
| GRMN GARMIN LTD | 65,500 | 100,000 | +52.7% | $23.8M |
| THE REALREAL INC | 2,669,420 | 3,300,000 | +23.6% | $38.9M |
| XYZ BLOCK INC | 579,109 | 670,000 | +15.7% | $50.9M |
| THE REAL BROKERAGE INC | 500,000 | 3,300,000 | +560.0% | $6.0M |
| SYM SYMBOTIC INC | 26,942 | 70,000 | +159.8% | $3.1M |
| BLDR BUILDERS FIRSTSOURCE INC | 200,000 | 220,000 | +10.0% | $19.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMZN AMAZON COM INC | 227,000 | 125,000 | -44.9% | $29.8M |
| WOLF WOLFSPEED INC | 940,000 | 500,000 | -46.8% | $24.1M |
| RDDT REDDIT INC | 442,287 | 320,000 | -27.6% | $55.5M |
| AS AMER SPORTS INC | 1,825,000 | 1,350,000 | -26.0% | $45.7M |
| SG SWEETGREEN INC | 6,700,000 | 5,300,000 | -20.9% | $46.7M |
| DAL DELTA AIR LINES INC | 287,000 | 188,000 | -34.5% | $17.6M |
| TPR TAPESTRY INC | 270,000 | 224,000 | -17.0% | $32.8M |
| ESTA ESTABLISHMENT LABS HLDGS INC | 350,000 | 275,000 | -21.4% | $23.6M |
| SHLS SHOALS TECHNOLOGIES GROUP IN | 2,000,000 | 1,600,000 | -20.0% | $15.8M |
| AER AERCAP HOLDINGS NV | 120,000 | 100,000 | -16.7% | $14.6M |
| VFC V F CORP | 759,420 | 600,000 | -21.0% | $10.0M |
| FOR FORESTAR GROUP INC | 435,000 | 360,000 | -17.2% | $11.4M |
CIK 1697848 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
