Back to Woodson Capital Management, LP
Woodson Capital Management, LP
Q2 2026 13F filing
Updated 27 days ago26 disclosed positions worth $597.4M
Portfolio value
$597.4M
Total holdings
26
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | T TDUP THREDUP INC | $10.7M | 1.56M | 1.79% | — |
| 22 | V VFC V F CORP | $10M | 600.0K | 1.68% | — |
| 23 | S STUB STUBHUB HLDGS INC | $6.4M | 500.0K | 1.08% | — |
| 24 | R REAX THE REAL BROKERAGE INC | $6M | 3.30M | 1.01% | — |
| 25 | S SYM SYMBOTIC INC | $3.1M | 70.0K | 0.53% | — |
| 26 | C CROX CROCS INC | $515K | 4.3K | 0.09% | — |