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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

  • GRMN$GRMNGARMIN LTD+53%

    now $23.8M

  • REAL$REALTheRealReal, Inc.+24%

    now $38.9M

  • XYZ$XYZBlock, Inc.+16%

    now $50.9M

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

    now $6.0M

  • SYM$SYMSymbotic Inc.+160%

    now $3.1M

+1 more in the Excel export

Trimmed (14)

  • AMZN$AMZNAMAZON COM INC-45%

    now $29.8M

  • WOLF$WOLFWOLFSPEED, INC.-47%

    now $24.1M

  • RDDT$RDDTReddit, Inc.-28%

    now $55.5M

  • AS$ASAmer Sports, Inc.-26%

    now $45.7M

  • SG$SGSweetgreen, Inc.-21%

    now $46.7M

  • DAL$DALDELTA AIR LINES, INC.-34%

    now $17.6M

+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

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Holdings by quarter

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

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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.

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