Woodson Capital Management, Lp Portfolio Stock Holdings
Woodson Capital Management, Lp disclosed 28 stock positions valued at approximately $618.1 million in its latest SEC 13F filing. The largest holdings include AMER SPORTS INC, REDDIT INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $618.1M
Holdings by Sector
Woodson Capital Management, Lp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMER SPORTS INC | AS | Other | 9.72% | 1,825,000 | +325,000 | +21.67% | $60,079,000 |
| REDDIT INC | RDDT | Communication Services | 9.63% | 442,287 | +244,287 | +123.38% | $59,553,945 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.65% | 227,000 | +52,000 | +29.71% | $47,277,290 |
| TAPESTRY INC | TPR | Consumer Cyclical | 6.16% | 270,000 | -95,000 | -26.03% | $38,099,700 |
| BLOCK INC | SQ | Technology | 5.64% | 579,109 | -110,891 | -16.07% | $34,850,780 |
| SWEETGREEN INC | SG | Consumer Cyclical | 5.63% | 6,700,000 | +700,000 | +11.67% | $34,773,000 |
| LUXEXPERIENCE BV | MYTE | Consumer Cyclical | 4.84% | 3,740,000 | +140,000 | +3.89% | $29,920,000 |
| QXO INC | QXO | Technology | 4.46% | 1,420,000 | +570,000 | +67.06% | $27,576,400 |
| TESLA INC | TSLA | Consumer Cyclical | 4.17% | 69,420 | - | - | $25,806,885 |
| THE REALREAL INC | REAL | Consumer Cyclical | 3.92% | 2,669,420 | +169,420 | +6.78% | $24,238,334 |
| VITA COCO CO INC | COCO | Consumer Defensive | 3.41% | 440,000 | -120,000 | -21.43% | $21,080,400 |
| BOSTON BEER INC | SAM | Consumer Defensive | 3.35% | 90,000 | -10,000 | -10.00% | $20,736,000 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 3.21% | 350,000 | -25,000 | -6.67% | $19,873,000 |
| DELTA AIR LINES INC | DAL | Industrials | 3.09% | 287,000 | +287,000 | +100.00% | $19,079,760 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 2.66% | 200,000 | +58,000 | +40.85% | $16,466,000 |
| AERCAP HOLDINGS NV | AER | Other | 2.66% | 120,000 | -35,000 | -22.58% | $16,461,600 |
| GARMIN LTD | GRMN | Other | 2.46% | 65,500 | +65,500 | +100.00% | $15,196,655 |
| GROUP 1 AUTOMOTIVE INC | GPI | Consumer Cyclical | 2.35% | 44,000 | -17,500 | -28.46% | $14,547,720 |
| ZILLOW GROUP INC | Z | Communication Services | 2.24% | 335,000 | +335,000 | +100.00% | $13,862,300 |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | Technology | 2.13% | 2,000,000 | +2,000,000 | +100.00% | $13,160,000 |
| V F CORP | VFC | Consumer Cyclical | 2.09% | 759,420 | +759,420 | +100.00% | $12,902,546 |
| DOCUSIGN INC | DOCU | Technology | 1.73% | 225,000 | +225,000 | +100.00% | $10,667,250 |
| FORESTAR GROUP INC | FOR | Real Estate | 1.72% | 435,000 | +5,000 | +1.16% | $10,631,400 |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 1.25% | 50,442 | +6,942 | +15.96% | $7,722,670 |
| THREDUP INC | TDUP | Consumer Cyclical | 0.90% | 1,695,000 | -105,000 | -5.83% | $5,559,600 |
| SYMBOTIC INC | SYM | Industrials | 0.23% | 26,942 | +26,942 | +100.00% | $1,433,314 |
| THE REAL BROKERAGE INC | REAX | Real Estate | 0.20% | 500,000 | - | - | $1,250,000 |
Woodson Capital Management, Lp Options Holdings in Q1 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SIRI | SiriusXM Holdings Inc | PUT | 400,000 | $9,232,000 |
| Q1 2026 | TSLA | Tesla, Inc. | CALL | 16,900 | $6,282,575 |
| Q1 2026 | COCO | The Vita Coco Company, Inc. | CALL | 50,000 | $2,395,500 |
Notional value represents the total exposure of the options position.