Woodson Capital Management, LP
13F Reported Value
ⓘ$597.4M
Holdings
26
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (52.4% of disclosed assets). All figures are sourced directly from Woodson Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1697848.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#33
Quality
$55.5M320,000 sh - 51.8#1,504
Quality
$50.9M670,000 sh - 35.9#2,289
Quality
$46.7M5,300,000 sh - 64.0
Quality
$45.7M1,350,000 sh - 36.8
Quality
$38.9M3,300,000 sh - 49.0
Quality
$32.8M1,900,000 sh - 72.7
Quality
$32.8M224,000 sh - 68.7
Quality
$29.8M125,000 sh - —
Quality
$25.6M3,450,000 sh - 22.8
Quality
$24.1M500,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Reddit, Inc.$RDDT | 79.8#33 | $55.5M | 320,000 |
 Block, Inc.$XYZ | 51.8#1,504 | $50.9M | 670,000 |
 Sweetgreen, Inc.$SG | 35.9#2,289 | $46.7M | 5,300,000 |
 Amer Sports, Inc.$AS | 64.0 | $45.7M | 1,350,000 |
 TheRealReal, Inc.$REAL | 36.8 | $38.9M | 3,300,000 |
 QXO, Inc.$QXO | 49.0 | $32.8M | 1,900,000 |
 TAPESTRY, INC.$TPR | 72.7 | $32.8M | 224,000 |
 AMAZON COM INC$AMZN | 68.7 | $29.8M | 125,000 |
 LuxExperience B.V.$LUXE | — | $25.6M | 3,450,000 |
 WOLFSPEED, INC.$WOLF | 22.8 | $24.1M | 500,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Woodson Capital Management, LP's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Consumer Discretionary
$313.1M
Technology
$170.2M
Industrials
$52.1M
Healthcare
$23.6M
Real Estate
$17.4M
Financials
$14.6M
Communication Services
$6.4M
Full Holdings — Woodson Capital Management, LP (Q2 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RDDT | Reddit, Inc. | $55.5M | 9.3% | -28% | 79.8 |
| 2 | $XYZ | Block, Inc. | $50.9M | 8.5% | +16% | 51.8 |
| 3 | $SG | Sweetgreen, Inc. | $46.7M | 7.8% | -21% | 35.9 |
| 4 | $AS | Amer Sports, Inc. | $45.7M | 7.7% | -26% | 64 |
| 5 | $REAL | TheRealReal, Inc. | $38.9M | 6.5% | +24% | 36.8 |
| 6 | $QXO | QXO, Inc. | $32.8M | 5.5% | +34% | 49 |
| 7 | $TPR | TAPESTRY, INC. | $32.8M | 5.5% | -17% | 72.7 |
| 8 | $AMZN | AMAZON COM INC | $29.8M | 5.0% | -45% | 68.7 |
| 9 | $LUXE | LuxExperience B.V. | $25.6M | 4.3% | -8% | — |
| 10 | $WOLF | WOLFSPEED, INC. | $24.1M | 4.0% | -47% | 22.8 |
| 11 |  $GRMN | GARMIN LTD | $23.8M | 4.0% | +53% | — |
| 12 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $23.6M | 4.0% | -21% | 33.9 |
| 13 |  $DECK | DECKERS OUTDOOR CORP | $19.9M | 3.3% | NEW | 70 |
| 14 |  $BLDR | Builders FirstSource, Inc. | $19.7M | 3.3% | +10% | 45.9 |
| 15 |  $DAL | DELTA AIR LINES, INC. | $17.6M | 3.0% | -34% | 57.5 |
| 16 |  $EBAY | EBAY INC | $16.8M | 2.8% | NEW | 66.4 |
| 17 |  $SHLS | Shoals Technologies Group, Inc. | $15.8M | 2.6% | -20% | 44.5 |
| 18 |  $COIN | Coinbase Global, Inc. | $14.6M | 2.5% | NEW | 44.8 |
| 19 |  $AER | AerCap Holdings N.V. | $14.6M | 2.4% | -17% | — |
| 20 |  $FOR | Forestar Group Inc. | $11.4M | 1.9% | -17% | 38.7 |
| 21 |  $TDUP | ThredUp Inc. | $10.7M | 1.8% | -8% | 35.3 |
| 22 |  $VFC | V F CORP | $10.0M | 1.7% | -21% | 49.8 |
| 23 |  $STUB | StubHub Holdings, Inc. | $6.4M | 1.1% | NEW | 49.3 |
| 24 |  $REAX.R1862461 | Real Brokerage Inc | $6.0M | 1.0% | +560% | 57.4 |
| 25 |  $SYM | Symbotic Inc. | $3.1M | 0.5% | +160% | 67.8 |
| 26 |  $CROX | Crocs, Inc. | $515,012 | 0.1% | NEW | 58 |
New Positions (5)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Woodson Capital Management, LP including:
Track Woodson Capital Management, LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Woodson Capital Management, LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.