Funds › Woodson Capital Management, LP
Woodson Capital Management, LP
13F for Q2 2026, filed Aug 14, 2026. 26 positions worth $597.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | RDDT Reddit, Inc. | 320,000 | $55.5M | 9.3% | -27.6% | 13F ↗ |
| 2 | XYZ Block, Inc. | 670,000 | $50.9M | 8.5% | +15.7% | 13F ↗ |
| 3 | SG Sweetgreen, Inc. | 5.30M | $46.7M | 7.8% | -20.9% | 13F ↗ |
| 4 | AS Amer Sports, Inc. | 1.35M | $45.7M | 7.6% | -26.0% | 13F ↗ |
| 5 | REAL The RealReal, Inc. | 3.30M | $38.9M | 6.5% | +23.6% | 13F ↗ |
| 6 | QXO QXO, Inc. | 1.90M | $32.8M | 5.5% | +33.8% | 13F ↗ |
| 7 | TPR Tapestry, Inc. | 224,000 | $32.8M | 5.5% | -17.0% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 125,000 | $29.8M | 5.0% | -44.9% | 13F ↗ |
| 9 | LUXE LuxExperience B.V. · ADR | 3.45M | $25.6M | 4.3% | -7.8% | 13F ↗ |
| 10 | WOLF Wolfspeed, Inc. | 500,000 | $24.1M | 4.0% | -46.8% | 13F ↗ |
| 11 | GRMN Garmin Ltd. | 100,000 | $23.8M | 4.0% | +52.7% | 13F ↗ |
| 12 | ESTA Establishment Labs Holdings Inc. | 275,000 | $23.6M | 4.0% | -21.4% | 13F ↗ |
| 13 | DECK Deckers Outdoor Corporation | 200,000 | $19.9M | 3.3% | New | 13F ↗ |
| 14 | BLDR Builders FirstSource, Inc. | 220,000 | $19.7M | 3.3% | +10.0% | 13F ↗ |
| 15 | DAL Delta Air Lines, Inc. | 188,000 | $17.6M | 2.9% | -34.5% | 13F ↗ |
| 16 | EBAY eBay Inc. | 150,000 | $16.8M | 2.8% | New | 13F ↗ |
| 17 | SHLS Shoals Technologies Group, Inc. | 1.60M | $15.8M | 2.7% | -20.0% | 13F ↗ |
| 18 | COIN Coinbase Global, Inc. | 100,002 | $14.6M | 2.4% | New | 13F ↗ |
| 19 | AER AerCap Holdings N.V. | 100,000 | $14.6M | 2.4% | -16.7% | 13F ↗ |
| 20 | FOR Forestar Group Inc | 360,000 | $11.4M | 1.9% | -17.2% | 13F ↗ |
| 21 | TDUP ThredUp Inc. | 1.56M | $10.7M | 1.8% | -8.0% | 13F ↗ |
| 22 | VFC V.F. Corporation | 600,000 | $10.0M | 1.7% | -21.0% | 13F ↗ |
| 23 | STUB StubHub Holdings, Inc. | 500,000 | $6.4M | 1.1% | New | 13F ↗ |
| 24 | The Real Brokerage Inc | 3.30M | $6.0M | 1.0% | +560% | 13F ↗ |
| 25 | SYM Symbotic Inc. | 70,000 | $3.1M | 0.5% | +160% | 13F ↗ |
| 26 | CROX Crocs, Inc. | 4,269 | $515.0K | 0.1% | New | 13F ↗ |
Changes since Q1 2026
5 new, 7 added to, 14 trimmed, 7 exited, 0 unchanged. By estimated dollars.
New positions (5)
Added to (7)
Trimmed (14)
| AMZN Amazon.com, Inc. | 125,000 | -44.9% | -$24.3M |
| WOLF Wolfspeed, Inc. | 500,000 | -46.8% | -$21.2M |
| RDDT Reddit, Inc. | 320,000 | -27.6% | -$21.2M |
| AS Amer Sports, Inc. | 1.35M | -26.0% | -$16.1M |
| SG Sweetgreen, Inc. | 5.30M | -20.9% | -$12.3M |
| DAL Delta Air Lines, Inc. | 188,000 | -34.5% | -$9.3M |
| TPR Tapestry, Inc. | 224,000 | -17.0% | -$6.7M |
| ESTA Establishment Labs Holdings Inc. | 275,000 | -21.4% | -$6.4M |
| SHLS Shoals Technologies Group, Inc. | 1.60M | -20.0% | -$4.0M |
| AER AerCap Holdings N.V. | 100,000 | -16.7% | -$2.9M |
Exited (7)
| TSLA Tesla, Inc. | 69,420 | Exited | -$25.8M |
| COCO The Vita Coco Company, Inc. | 440,000 | Exited | -$21.1M |
| SAM Boston Beer Company, Inc. | 90,000 | Exited | -$20.7M |
| GPI Group 1 Automotive, Inc. | 44,000 | Exited | -$14.5M |
| Z Zillow Group, Inc. Class C | 335,000 | Exited | -$13.9M |
| DOCU DocuSign, Inc. | 225,000 | Exited | -$10.7M |
| LULU lululemon athletica inc. | 50,442 | Exited | -$7.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer