Woodson Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Woodson Capital Management, LP disclosed 28 US equity positions worth $618.1m in its Q1 2026 13F filing. The largest position was AS at 9.7% of the reported book, followed by RDDT and AMZN.
What did Woodson Capital Management, LP own in Q1 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AS AMER SPORTS INC | Consumer Cyclical | 9.7% | $60.1m | 1,825,000 | – | |
| 2 | RDDT REDDIT INC | Communication Services | 9.6% | $59.6m | 442,287 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 7.6% | $47.3m | 227,000 | – | |
| 4 | TPR TAPESTRY INC | Consumer Cyclical | 6.2% | $38.1m | 270,000 | – | |
| 5 | XYZ BLOCK INC | Technology | 5.6% | $34.9m | 579,109 | – | |
| 6 | SG SWEETGREEN INC | Consumer Cyclical | 5.6% | $34.8m | 6,700,000 | – | |
| 7 | LUXE LUXEXPERIENCE BV | 4.8% | $29.9m | 3,740,000 | – | ||
| 8 | QXO QXO INC | Industrials | 4.5% | $27.6m | 1,420,000 | – | |
| 9 | TSLA TESLA INC | Consumer Cyclical | 4.2% | $25.8m | 69,420 | – | |
| 10 | REAL THE REALREAL INC | Consumer Cyclical | 3.9% | $24.2m | 2,669,420 | – | |
| 11 | COCO VITA COCO CO INC | Consumer Defensive | 3.4% | $21.1m | 440,000 | – | |
| 12 | SAM BOSTON BEER INC | Consumer Defensive | 3.4% | $20.7m | 90,000 | – | |
| 13 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 3.2% | $19.9m | 350,000 | – | |
| 14 | DAL DELTA AIR LINES INC | Industrials | 3.1% | $19.1m | 287,000 | – | |
| 15 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 2.7% | $16.5m | 200,000 | – | |
| 16 | AERCAP HOLDINGS NV | 2.7% | $16.5m | 120,000 | – | ||
| 17 | WOLF WOLFSPEED INC | Technology | 2.5% | $15.3m | 940,000 | – | |
| 18 | GRMN GARMIN LTD | Technology | 2.5% | $15.2m | 65,500 | – | |
| 19 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 2.4% | $14.5m | 44,000 | – | |
| 20 | Z ZILLOW GROUP INC | Communication Services | 2.2% | $13.9m | 335,000 | – | |
| 21 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 2.1% | $13.2m | 2,000,000 | – | |
| 22 | VFC V F CORP | Consumer Cyclical | 2.1% | $12.9m | 759,420 | – | |
| 23 | DOCU DOCUSIGN INC | Technology | 1.7% | $10.7m | 225,000 | – | |
| 24 | FOR FORESTAR GROUP INC | Real Estate | 1.7% | $10.6m | 435,000 | – | |
| 25 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 1.2% | $7.7m | 50,442 | – | |
| 26 | TDUP THREDUP INC | Consumer Cyclical | 0.9% | $5.6m | 1,695,000 | – | |
| 27 | SYM SYMBOTIC INC | Industrials | 0.2% | $1.4m | 26,942 | – | |
| 28 | REAX THE REAL BROKERAGE INC | Real Estate | 0.2% | $1.2m | 500,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.