Woodson Capital Management, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1697848) · Explore on the interactive board
Woodson Capital Management, LP disclosed 26 US equity positions worth $597.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is RDDT at 9.3% of the reported book, followed by XYZ, SG. The top ten holdings are 64.1% of the book, and the portfolio behaves like about 18 equal-weight positions. Versus the prior filing it opened 5 new positions, added to 7, reduced 14 and exited 7. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Woodson Capital Management, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 5 new, 7 added, 14 reduced, 7 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | RDDT REDDIT INC | Communication Services | 9.3% | $55.5m | 320,000 | -28% | reduced |
| 2 | XYZ BLOCK INC | Technology | 8.5% | $50.9m | 670,000 | 16% | added |
| 3 | SG SWEETGREEN INC | Consumer Cyclical | 7.8% | $46.7m | 5,300,000 | -21% | reduced |
| 4 | AS AMER SPORTS INC | Consumer Cyclical | 7.6% | $45.7m | 1,350,000 | -26% | reduced |
| 5 | REAL THE REALREAL INC | Consumer Cyclical | 6.5% | $38.9m | 3,300,000 | 24% | added |
| 6 | QXO QXO INC | Industrials | 5.5% | $32.8m | 1,900,000 | 34% | added |
| 7 | TPR TAPESTRY INC | Consumer Cyclical | 5.5% | $32.8m | 224,000 | -17% | reduced |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 5.0% | $29.8m | 125,000 | -45% | reduced |
| 9 | LUXE LUXEXPERIENCE BV | 4.3% | $25.6m | 3,450,000 | -8% | reduced | |
| 10 | WOLF WOLFSPEED INC | Technology | 4.0% | $24.1m | 500,000 | -47% | reduced |
| 11 | GRMN GARMIN LTD | Technology | 4.0% | $23.8m | 100,000 | 53% | added |
| 12 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 4.0% | $23.6m | 275,000 | -21% | reduced |
| 13 | DECK DECKERS OUTDOOR CORP | Consumer Cyclical | 3.3% | $19.9m | 200,000 | – | new |
| 14 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 3.3% | $19.7m | 220,000 | 10% | added |
| 15 | DAL DELTA AIR LINES INC | Industrials | 2.9% | $17.6m | 188,000 | -34% | reduced |
| 16 | EBAY EBAY INC. | Consumer Cyclical | 2.8% | $16.8m | 150,000 | – | new |
| 17 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 2.7% | $15.8m | 1,600,000 | -20% | reduced |
| 18 | COIN COINBASE GLOBAL INC | Financial Services | 2.4% | $14.6m | 100,002 | – | new |
| 19 | AERCAP HOLDINGS NV | 2.4% | $14.6m | 100,000 | -17% | reduced | |
| 20 | FOR FORESTAR GROUP INC | Real Estate | 1.9% | $11.4m | 360,000 | -17% | reduced |
| 21 | TDUP THREDUP INC | Consumer Cyclical | 1.8% | $10.7m | 1,558,806 | -8% | reduced |
| 22 | VFC V F CORP | Consumer Cyclical | 1.7% | $10.0m | 600,000 | -21% | reduced |
| 23 | STUB STUBHUB HLDGS INC | Communication Services | 1.1% | $6.4m | 500,000 | – | new |
| 24 | REAX THE REAL BROKERAGE INC | Real Estate | 1.0% | $6.0m | 3,300,000 | 560% | added |
| 25 | SYM SYMBOTIC INC | Industrials | 0.5% | $3.1m | 70,000 | 160% | added |
| 26 | CROX CROCS INC | Consumer Cyclical | 0.1% | $515.0k | 4,269 | – | new |
What did Woodson Capital Management, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| TSLA TESLA INC | 22.6% | $25.8m |
| COCO VITA COCO CO INC | 18.4% | $21.1m |
| SAM BOSTON BEER INC | 18.1% | $20.7m |
| GPI GROUP 1 AUTOMOTIVE INC | 12.7% | $14.5m |
| Z ZILLOW GROUP INC | 12.1% | $13.9m |
| DOCU DOCUSIGN INC | 9.3% | $10.7m |
| LULU LULULEMON ATHLETICA INC | 6.7% | $7.7m |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Cyclical | 42.1% |
| Technology | 19.2% |
| Industrials | 12.3% |
| Communication Services | 10.4% |
| Healthcare | 4.0% |
| Real Estate | 2.9% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Woodson Capital Management, LP's portfolio?
Across every quarter Woodson Capital Management, LP has filed, its median largest position is 9.5% of the book and its median top-ten weight is 63.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 7.0 completed holding spells, the median lasted 1.0 quarters; 26.0 positions are still open and their final length is unknown.