Woodson Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Woodson Capital Management, Lp disclosed 25 stock positions valued at approximately $597.41M as of quarter-end June 30, 2026. The largest holdings include REDDIT INC, BLOCK INC, and SWEETGREEN INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 25
- Portfolio Value
- $597.41M
Holdings by Sector
Woodson Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REDDIT INC | RDDT | Communication Services | 9.30% | 320,000 | -122,287 | -27.65% | $55,545,600 |
| BLOCK INC | SQ | Technology | 8.52% | 670,000 | +90,891 | +15.69% | $50,920,000 |
| SWEETGREEN INC | SG | Consumer Cyclical | 7.82% | 5,300,000 | -1,400,000 | -20.90% | $46,693,000 |
| AMER SPORTS INC | AS | Other | 7.65% | 1,350,000 | -475,000 | -26.03% | $45,684,000 |
| THE REALREAL INC | REAL | Consumer Cyclical | 6.51% | 3,300,000 | +630,580 | +23.62% | $38,907,000 |
| QXO INC | QXO | Technology | 5.50% | 1,900,000 | +480,000 | +33.80% | $32,832,000 |
| TAPESTRY INC | TPR | Consumer Cyclical | 5.49% | 224,000 | -46,000 | -17.04% | $32,789,120 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.99% | 125,000 | -102,000 | -44.93% | $29,792,500 |
| LUXEXPERIENCE BV | MYTE | Consumer Cyclical | 4.29% | 3,450,000 | -290,000 | -7.75% | $25,633,500 |
| GARMIN LTD | GRMN | Other | 3.98% | 100,000 | +34,500 | +52.67% | $23,754,000 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 3.95% | 275,000 | -75,000 | -21.43% | $23,597,750 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 3.32% | 200,000 | +200,000 | +100.00% | $19,858,000 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 3.30% | 220,000 | +20,000 | +10.00% | $19,685,600 |
| DELTA AIR LINES INC | DAL | Industrials | 2.95% | 188,000 | -99,000 | -34.49% | $17,608,080 |
| EBAY INC. | EBAY | Consumer Cyclical | 2.81% | 150,000 | +150,000 | +100.00% | $16,762,500 |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | Technology | 2.65% | 1,600,000 | -400,000 | -20.00% | $15,840,000 |
| COINBASE GLOBAL INC | COIN | Financial Services | 2.45% | 100,002 | +100,002 | +100.00% | $14,619,292 |
| AERCAP HOLDINGS NV | AER | Other | 2.44% | 100,000 | -20,000 | -16.67% | $14,578,000 |
| FORESTAR GROUP INC | FOR | Real Estate | 1.91% | 360,000 | -75,000 | -17.24% | $11,394,000 |
| THREDUP INC | TDUP | Consumer Cyclical | 1.79% | 1,558,806 | -136,194 | -8.04% | $10,677,821 |
| V F CORP | VFC | Consumer Cyclical | 1.68% | 600,000 | -159,420 | -20.99% | $10,008,000 |
| STUBHUB HLDGS INC | STUB | Other | 1.08% | 500,000 | +500,000 | +100.00% | $6,435,000 |
| THE REAL BROKERAGE INC | REAX | Real Estate | 1.01% | 3,300,000 | +2,800,000 | +560.00% | $6,006,000 |
| SYMBOTIC INC | SYM | Industrials | 0.53% | 70,000 | +43,058 | +159.82% | $3,146,500 |
| CROCS INC | CROX | Consumer Cyclical | 0.09% | 4,269 | +4,269 | +100.00% | $515,012 |
Showing 25 of 25 holdings in the latest reporting period.