Woodson Capital Management, LP 13F Holdings · Q2 2026
Woodson Capital Management, LP reported 26 securities worth $597.41M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RDDT (9.30%), XYZ (8.52%), SG (7.82%). Among its top 25 positions this quarter: 4 new, 7 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | $55.5M | 9.30% | 320,000 | Trimmed |
| 2 | XYZ | BLOCK INC | $50.9M | 8.52% | 670,000 | Added |
| 3 | SG | SWEETGREEN INC | $46.7M | 7.82% | 5.3M | Trimmed |
| 4 | AS | AMER SPORTS INC | $45.7M | 7.65% | 1.4M | Trimmed |
| 5 | REAL | THE REALREAL INC | $38.9M | 6.51% | 3.3M | Added |
| 6 | QXO | QXO INC | $32.8M | 5.50% | 1.9M | Added |
| 7 | TPR | TAPESTRY INC | $32.8M | 5.49% | 224,000 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $29.8M | 4.99% | 125,000 | Trimmed |
| 9 | LUXE | LUXEXPERIENCE BV | $25.6M | 4.29% | 3.5M | Trimmed |
| 10 | WOLF | WOLFSPEED INC | $24.1M | 4.04% | 500,000 | Trimmed |
| 11 | GRMN | GARMIN LTD | $23.8M | 3.98% | 100,000 | Added |
| 12 | ESTA | ESTABLISHMENT LABS HLDGS INC | $23.6M | 3.95% | 275,000 | Trimmed |
| 13 | DECK | DECKERS OUTDOOR CORP | $19.9M | 3.32% | 200,000 | New |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | $19.7M | 3.30% | 220,000 | Added |
| 15 | DAL | DELTA AIR LINES INC | $17.6M | 2.95% | 188,000 | Trimmed |
| 16 | EBAY | EBAY INC. | $16.8M | 2.81% | 150,000 | New |
| 17 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $15.8M | 2.65% | 1.6M | Trimmed |
| 18 | COIN | COINBASE GLOBAL INC | $14.6M | 2.45% | 100,002 | New |
| 19 | AER | AERCAP HOLDINGS NV | $14.6M | 2.44% | 100,000 | Trimmed |
| 20 | FOR | FORESTAR GROUP INC | $11.4M | 1.91% | 360,000 | Trimmed |
| 21 | TDUP | THREDUP INC | $10.7M | 1.79% | 1.6M | Trimmed |
| 22 | VFC | V F CORP | $10.0M | 1.68% | 600,000 | Trimmed |
| 23 | STUB | STUBHUB HLDGS INC | $6.4M | 1.08% | 500,000 | New |
| 24 | REAX | THE REAL BROKERAGE INC | $6.0M | 1.01% | 3.3M | Added |
| 25 | SYM | SYMBOTIC INC | $3.1M | 0.53% | 70,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR