Woodson Capital Management, LP
Woodson Capital Management, LP reported 26 US-listed holdings worth $597.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Reddit, Inc. (9.3%), Block, Inc. (8.5%) and Sweetgreen Inc. (7.8%). Against the quarter before, it opened 5 positions, added to 7, trimmed 14 and sold out of 7.
The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +65.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Deckers Outdoor Corp. DECK$19.9 million
- Ebay Inc. EBAY$16.8 million
- Coinbase Global, Inc. COIN$14.6 million
- Stubhub Hldgs Inc. STUB$6.4 million
- Crocs, Inc. CROX$515,012
Added to 7
- Qxo Inc. QXO+480,000 shares · +34%
- Garmin Ltd. GRMN+34,500 shares · +53%
- the Realreal Inc. REAL+630,580 shares · +24%
- Block, Inc. XYZ+90,891 shares · +16%
- the Real Brokerage Inc. REAX+2.8 million shares · +560%
- Symbotic Inc. SYM+43,058 shares · +160%
- Builders Firstsource Inc. BLDR+20,000 shares · +10%
Trimmed 14
- Amazon.com Inc. AMZN-102,000 shares · -45%
- Wolfspeed Inc. WOLF-440,000 shares · -47%
- Reddit, Inc. RDDT-122,287 shares · -28%
- Amer Sports Inc. AS-475,000 shares · -26%
- Sweetgreen Inc. SG-1.4 million shares · -21%
- Delta Air Lines, Inc. DAL-99,000 shares · -34%
- Tapestry, Inc. TPR-46,000 shares · -17%
- Establishment Labs Holdings In ESTA-75,000 shares · -21%
and 6 more in the table below
Sold out of 7
- Tesla, Inc. TSLA$25.8 million last quarter
- Vita Coco Company, Inc. COCO$21.1 million last quarter
- Boston Beer Inc. SAM$20.7 million last quarter
- Group 1 Automotive Inc. GPI$14.5 million last quarter
- Zillow Group Inc. Z$13.9 million last quarter
- Docusign, Inc. DOCU$10.7 million last quarter
- lululemon athletica Inc. LULU$7.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Reddit, Inc. RDDT | 320.0K | $55.5 million | 9.30% | -122.3K |
| Block, Inc. XYZ | 670.0K | $50.9 million | 8.52% | +90.9K |
| Sweetgreen Inc. SG | 5.3M | $46.7 million | 7.82% | -1.4M |
| Amer Sports Inc. AS | 1.4M | $45.7 million | 7.65% | -475.0K |
| the Realreal Inc. REAL | 3.3M | $38.9 million | 6.51% | +630.6K |
| Qxo Inc. QXO | 1.9M | $32.8 million | 5.50% | +480.0K |
| Tapestry, Inc. TPR | 224.0K | $32.8 million | 5.49% | -46.0K |
| Amazon.com Inc. AMZN | 125.0K | $29.8 million | 4.99% | -102.0K |
| Myt Netherlands Parent B V LUXE | 3.5M | $25.6 million | 4.29% | -290.0K |
| Wolfspeed Inc. WOLF | 500.0K | $24.1 million | 4.04% | -440.0K |
| Garmin Ltd. GRMN | 100.0K | $23.8 million | 3.98% | +34.5K |
| Establishment Labs Holdings In ESTA | 275.0K | $23.6 million | 3.95% | -75.0K |
| Deckers Outdoor Corp. DECK | 200.0K | $19.9 million | 3.32% | new |
| Builders Firstsource Inc. BLDR | 220.0K | $19.7 million | 3.30% | +20.0K |
| Delta Air Lines, Inc. DAL | 188.0K | $17.6 million | 2.95% | -99.0K |
| Ebay Inc. EBAY | 150.0K | $16.8 million | 2.81% | new |
| Shoals Technologies Group in SHLS | 1.6M | $15.8 million | 2.65% | -400.0K |
| Coinbase Global, Inc. COIN | 100.0K | $14.6 million | 2.45% | new |
| AerCap Holdings N.V. AER | 100.0K | $14.6 million | 2.44% | -20.0K |
| Forestar Group Inc. FOR | 360.0K | $11.4 million | 1.91% | -75.0K |
| Thredup Inc. TDUP | 1.6M | $10.7 million | 1.79% | -136.2K |
| V F Corp. VFC | 600.0K | $10.0 million | 1.68% | -159.4K |
| Stubhub Hldgs Inc. STUB | 500.0K | $6.4 million | 1.08% | new |
| the Real Brokerage Inc. REAX | 3.3M | $6.0 million | 1.01% | +2.8M |
| Symbotic Inc. SYM | 70.0K | $3.1 million | 0.53% | +43.1K |
| Crocs, Inc. CROX | 4.3K | $515,012 | 0.09% | new |