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Woodson Capital Management, LP
hedge fundUpdated 27 days agoManaged by Woodson Capital Management, Lp • Latest filing Q2 2026
Portfolio value
$597.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
4.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $646M |
| Q2 2023 | $661.9M |
| Q3 2023 | $513.4M |
| Q4 2023 | $486.7M |
| Q1 2024 | $626.3M |
| Q2 2024 | $576.9M |
| Q3 2024 | $511.9M |
| Q4 2024 | $621.3M |
| Q1 2025 | $576.8M |
| Q2 2025 | $599.5M |
| Q3 2025 | $556.3M |
| Q4 2025 | $721.6M |
| Q1 2026 | $636.1M |
| Q2 2026 | $597.4M |
Top holdings
26 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RDDT REDDIT INC | $55.5M | 320.0K | 9.30% | — |
| 2 | B BSQKZ BLOCK INC | $50.9M | 670.0K | 8.52% | — |
| 3 | T TJX SWEETGREEN INC | $46.7M | 5.30M | 7.82% | — |
| 4 | A AS AMER SPORTS INC | $45.7M | 1.35M | 7.65% | — |
| 5 | ? N/A THE REALREAL INC | $38.9M | 3.30M | 6.51% | — |
| 6 | ? N/A QXO INC | $32.8M | 1.90M | 5.50% | — |
| 7 | T TPR TAPESTRY INC | $32.8M | 224.0K | 5.49% | — |
| 8 | A AMZN AMAZON COM INC | $29.8M | 125.0K | 4.99% | — |
| 9 | ? N/A LUXEXPERIENCE BV | $25.6M | 3.45M | 4.29% | — |
| 10 | ? N/A WOLFSPEED INC | $24.1M | 500.0K | 4.04% | — |
| 11 | G GRMN GARMIN LTD | $23.8M | 100.0K | 3.98% | — |
| 12 | E ESTA ESTABLISHMENT LABS HLDGS INC | $23.6M | 275.0K | 3.95% | — |
| 13 | D DECK DECKERS OUTDOOR CORP | $19.9M | 200.0K | 3.32% | — |
| 14 | B BLDR BUILDERS FIRSTSOURCE INC | $19.7M | 220.0K | 3.30% | — |
| 15 | D DAL DELTA AIR LINES INC | $17.6M | 188.0K | 2.95% | — |
| 16 | E EBAY EBAY INC. | $16.8M | 150.0K | 2.81% | — |
| 17 | S SHLS SHOALS TECHNOLOGIES GROUP IN | $15.8M | 1.60M | 2.65% | — |
| 18 | C COIN COINBASE GLOBAL INC | $14.6M | 100.0K | 2.45% | — |
| 19 | A AER AERCAP HOLDINGS NV | $14.6M | 100.0K | 2.44% | — |
| 20 | F FOR FORESTAR GROUP INC | $11.4M | 360.0K | 1.91% | — |