Woodson Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Woodson Capital Management, LP disclosed 26 US equity positions worth $597.4m in its Q2 2026 13F filing. The largest position was RDDT at 9.3% of the reported book, followed by XYZ and SG. Against the Q1 2026 filing, it opened 5 new positions, added to 7 and reduced 14 among the top 26 holdings.
What did Woodson Capital Management, LP own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.