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Woodson Capital Management, LP 13F holdings

Filed 2026-08-14 · Woodson Capital Management, LP · 26 positions · $597.4M

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TickerCompanySharesValue% of portfolio
RDDTREDDIT INC320.0K$55.5M9.3%
XYZBLOCK INC670.0K$50.9M8.5%
SGSWEETGREEN INC5.3M$46.7M7.8%
—AMER SPORTS INC1.4M$45.7M7.6%
REALTHE REALREAL INC3.3M$38.9M6.5%
QXOQXO INC1.9M$32.8M5.5%
TPRTAPESTRY INC224.0K$32.8M5.5%
AMZNAMAZON COM INC125.0K$29.8M5.0%
LUXELUXEXPERIENCE BV3.5M$25.6M4.3%
WOLFWOLFSPEED INC500.0K$24.1M4.0%
—GARMIN LTD100.0K$23.8M4.0%
—ESTABLISHMENT LABS HLDGS INC275.0K$23.6M4.0%
DECKDECKERS OUTDOOR CORP200.0K$19.9M3.3%
BLDRBUILDERS FIRSTSOURCE INC220.0K$19.7M3.3%
DALDELTA AIR LINES INC188.0K$17.6M2.9%
EBAYEBAY INC.150.0K$16.8M2.8%
SHLSSHOALS TECHNOLOGIES GROUP IN1.6M$15.8M2.7%
COINCOINBASE GLOBAL INC100.0K$14.6M2.4%
—AERCAP HOLDINGS NV100.0K$14.6M2.4%
FORFORESTAR GROUP INC360.0K$11.4M1.9%
TDUPTHREDUP INC1.6M$10.7M1.8%
VFCV F CORP600.0K$10.0M1.7%
STUBSTUBHUB HLDGS INC500.0K$6.4M1.1%
87MTHE REAL BROKERAGE INC3.3M$6.0M1.0%
SYMSYMBOTIC INC70.0K$3.1M0.5%
CROXCROCS INC4.3K$515,0120.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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