13F Pro13F Pro

Woodson Capital Management, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1697848
Institutional-grade research for retail investors

Sector Allocation

  • Consumer Discretionary51.9%$310.2M
  • Technology28.5%$170.2M
  • Industrials9.2%$55.0M
  • Healthcare4.0%$23.6M
  • Real Estate2.9%$17.4M
  • Financials2.5%$14.6M
  • Communication Services1.1%$6.4M

AUM History

13fpro.ai/research/fund/woodson-capital-management-lp-1697848

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/woodson-capital-management-lp-1697848

Woodson Capital Management, LP 13F holdings — Q2 2026

$597.4M portfolio (-6.1% QoQ) · 26 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio

All holdings — Woodson Capital Management, LP (Q2 2026)

26 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GRMN$GRMNGARMIN LTD$23.8M+53%
ESTA$ESTAESTABLISHMENT LABS HOLDINGS INC.$23.6M-21%
DECK$DECKDECKERS OUTDOOR CORP$19.9MNew
BLDR$BLDRBuilders FirstSource, Inc.$19.7M+10%
DAL$DALDELTA AIR LINES, INC.$17.6M-34%
EBAY$EBAYEBAY INC$16.8MNew
SHLS$SHLSShoals Technologies Group, Inc.$15.8M-20%
COIN$COINCoinbase Global, Inc.$14.6MNew
AER$AERAerCap Holdings N.V.$14.6M-17%
FOR$FORForestar Group Inc.$11.4M-17%
TDUP$TDUPThredUp Inc.$10.7M-8%
VFC$VFCV F CORP$10.0M-21%
STUB$STUBStubHub Holdings, Inc.$6.4MNew
REAX.R1862461$REAX.R1862461Real Brokerage Inc$6.0M+560%
SYM$SYMSymbotic Inc.$3.1M+160%

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 7 added to, 14 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • DECK$DECKDECKERS OUTDOOR CORP$19.9M

    first bought this quarter

  • EBAY$EBAYEBAY INC$16.8M

    first bought this quarter

  • COIN$COINCoinbase Global, Inc.$14.6M

    first bought this quarter

  • STUB$STUBStubHub Holdings, Inc.$6.4M

    first bought this quarter

  • CROX$CROXCrocs, Inc.$515K

    first bought this quarter

Added to (7)

  • QXO$QXOQXO, Inc.+34%

    now $32.8M · held 3 qtrs, 3 adds in a row

  • GRMN$GRMNGARMIN LTD+53%

    now $23.8M · held 2 qtrs, 2 adds in a row

  • REAL$REALTheRealReal, Inc.+24%

    now $38.9M · held 10+ qtrs, 2 adds in a row

  • XYZ$XYZBlock, Inc.+16%

    now $50.9M · held 8 qtrs

  • REAX.R1862461$REAX.R1862461Real Brokerage Inc+560%

    now $6.0M · held 3 qtrs

  • SYM$SYMSymbotic Inc.+160%

    now $3.1M · held 2 qtrs, 2 adds in a row

+1 more in the Excel export

Trimmed (14)

  • AMZN$AMZNAMAZON COM INC-45%

    now $29.8M · held 8 qtrs

  • WOLF$WOLFWOLFSPEED, INC.-47%

    now $24.1M · held 2 qtrs

  • RDDT$RDDTReddit, Inc.-28%

    now $55.5M · held 8 qtrs

  • AS$ASAmer Sports, Inc.-26%

    now $45.7M · held 8 qtrs

  • SG$SGSweetgreen, Inc.-21%

    now $46.7M · held 5 qtrs

  • DAL$DALDELTA AIR LINES, INC.-34%

    now $17.6M · held 2 qtrs

+8 more in the Excel export

Sold out (10)

  • TSLA$TSLATesla, Inc.was $25.8M

    held 2 qtrs

  • COCO$COCOVita Coco Company, Inc.was $21.1M

    held 7 qtrs

  • SAM$SAMBOSTON BEER CO INCwas $20.7M

    held 2 qtrs

  • GPI$GPIGROUP 1 AUTOMOTIVE INCwas $14.5M

    held 9+ qtrs

  • Z$ZZILLOW GROUP, INC.was $13.9M

    held 1 qtr

  • DOCU$DOCUDOCUSIGN, INC.was $10.7M

+4 more in the Excel export

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Woodson Capital Management, LP has filed, 38 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Woodson Capital Management?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Woodson Capital Management's top 20 holdings: 54/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-4.1%

Value-weighted move of the 10 largest stock positions

Turnover

16%

Last quarter; 70% over the last 4

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

66%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Woodson Capital Management, LP disclosed 26 positions worth $597.4M in its Form 13F-HR for Q2 2026, led by $RDDT (Reddit, Inc.) at 9.3% of the equity portfolio, followed by $XYZ and $SG. During the quarter the fund opened 5 new positions and exited 10 — including a new stake in $DECK and a full exit from $TSLA. The portfolio is most concentrated in Consumer Discretionary (51.9% of disclosed assets). All figures are sourced directly from Woodson Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1697848.

Funds like this

managers whose biggest positions overlap Woodson Capital Management's
Patient Capital Management, LLC$3.05B 13F book · 4 shared top holdingsQXOCOINDALCROXSlate Path Capital LP$7.22B 13F book · 3 shared top holdingsWOLFDALCOINDivisadero Street Capital Management, LP$4.41B 13F book · 3 shared top holdingsREALASTDUPROSENBLUM SILVERMAN SUTTON S F INC /CA$416.16M 13F book · 3 shared top holdingsRDDTDECKXYZWESTFIELD CAPITAL MANAGEMENT CO LP$30.61B 13F book · 3 shared top holdingsTPRASGRMNWT Asset Management Ltd$5.05B 13F book · 3 shared top holdingsRDDTASCOIN

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Woodson Capital Management, LP

13F Pro is an AI hedge fund tracker and stock research platform. For Woodson Capital Management, LP (SEC CIK: 1697848), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Woodson Capital Management, LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.