Woodson Capital Management, LP reported 25 positions worth $591.40M for the quarter ended Jun 30, 2026, down 4.1% on the prior quarter. It opened 5 new positions, added to 6, trimmed 14 and exited 7. Its largest holding is Reddit, Inc. at 9.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DECK Deckers Outdoor Corp | +200.0K | – | $19.86M | 3.36% |
| EBAY Ebay Inc | +150.0K | – | $16.76M | 2.83% |
| COIN Coinbase Global, Inc. | +100.0K | – | $14.62M | 2.47% |
| QXO QXO, Inc. | +480.0K | +33.8% | $8.29M | 5.55% |
| GRMN Garmin Ltd | +34.5K | +52.7% | $8.20M | 4.02% |
| REAL TheRealReal, Inc. | +630.6K | +23.6% | $7.43M | 6.58% |
| XYZ Block, Inc. | +90.9K | +15.7% | $6.91M | 8.61% |
| STUB StubHub Holdings, Inc. | +500.0K | – | $6.44M | 1.09% |
| SYM Symbotic Inc. | +43.1K | +159.8% | $1.94M | 0.532% |
| BLDR Builders FirstSource, Inc. | +20.0K | +10.0% | $1.79M | 3.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -69.4K | -100.0% | $25.81M | Exited |
| AMZN Amazon Com Inc | -102.0K | -44.9% | $24.31M | 5.04% |
| WOLF Wolfspeed, Inc. | -440.0K | -46.8% | $21.23M | 4.08% |
| RDDT Reddit, Inc. | -122.3K | -27.6% | $21.23M | 9.39% |
| COCO Vita Coco Company, Inc. | -440.0K | -100.0% | $21.08M | Exited |
| SAM Boston Beer Co Inc | -90.0K | -100.0% | $20.74M | Exited |
| AS Amer Sports, Inc. | -475.0K | -26.0% | $16.07M | 7.72% |
| GPI Group 1 Automotive Inc | -44.0K | -100.0% | $14.55M | Exited |
| Z Zillow Group, Inc. | -335.0K | -100.0% | $13.86M | Exited |
| SG Sweetgreen, Inc. | -1.40M | -20.9% | $12.33M | 7.9% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSLA Tesla, Inc. | -69.4K | $25.81M | 4.18% |
| COCO Vita Coco Company, Inc. | -440.0K | $21.08M | 3.42% |
| SAM Boston Beer Co Inc | -90.0K | $20.74M | 3.36% |
| GPI Group 1 Automotive Inc | -44.0K | $14.55M | 2.36% |
| Z Zillow Group, Inc. | -335.0K | $13.86M | 2.25% |
| DOCU Docusign, Inc. | -225.0K | $10.67M | 1.73% |
| LULU lululemon athletica inc. | -50.4K | $7.72M | 1.25% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RDDT Reddit, Inc. | Technology | 320.0K | $55.55M | 9.39% | -122.3K | -27.6% | Reduced | 0.22% |
| 2 | XYZ Block, Inc. | Technology | 670.0K | $50.92M | 8.61% | +90.9K | +15.7% | Added | 0.11% |
| 3 | SG Sweetgreen, Inc. | Consumer Discretionary | 5.30M | $46.69M | 7.9% | -1.40M | -20.9% | Reduced | 4.45% |
| 4 | AS Amer Sports, Inc. | Consumer Discretionary | 1.35M | $45.68M | 7.72% | -475.0K | -26.0% | Reduced | 0.24% |
| 5 | REAL TheRealReal, Inc. | Consumer Discretionary | 3.30M | $38.91M | 6.58% | +630.6K | +23.6% | Added | 2.71% |
| 6 | QXO QXO, Inc. | Industrials | 1.90M | $32.83M | 5.55% | +480.0K | +33.8% | Added | 0.25% |
| 7 | TPR Tapestry, Inc. | Consumer Discretionary | 224.0K | $32.79M | 5.54% | -46.0K | -17.0% | Reduced | 0.11% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 125.0K | $29.79M | 5.04% | -102.0K | -44.9% | Reduced | 0% |
| 9 | LUXE LuxExperience B.V. | Consumer Discretionary | 3.45M | $25.63M | 4.33% | -290.0K | -7.8% | Reduced | 2.46% |
| 10 | WOLF Wolfspeed, Inc. | Technology | 500.0K | $24.13M | 4.08% | -440.0K | -46.8% | Reduced | 0.96% |
| 11 | GRMN Garmin Ltd | Technology | 100.0K | $23.75M | 4.02% | +34.5K | +52.7% | Added | 0.05% |
| 12 | ESTA Establishment Labs Holdings Inc. | Healthcare | 275.0K | $23.60M | 3.99% | -75.0K | -21.4% | Reduced | 0.91% |
| 13 | DECK Deckers Outdoor Corp | Consumer Discretionary | 200.0K | $19.86M | 3.36% | +200.0K | – | New | 0.14% |
| 14 | BLDR Builders FirstSource, Inc. | Industrials | 220.0K | $19.69M | 3.33% | +20.0K | +10.0% | Added | 0.2% |
| 15 | DAL Delta Air Lines, Inc. | Industrials | 188.0K | $17.61M | 2.98% | -99.0K | -34.5% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Woodson Capital Management.
As of its Q2 2026 13F filing, Woodson Capital Management, LP’s five largest positions were Reddit, Inc. (RDDT) at 9.4%, Block, Inc. (XYZ) at 8.6%, Sweetgreen, Inc. (SG) at 7.9%, Amer Sports, Inc. (AS) at 7.7%, TheRealReal, Inc. (REAL) at 6.6% of the reported portfolio.
Woodson Capital Management, LP reported a 13F portfolio worth $591.40M across 25 positions for Q2 2026. That is down 4.1% from the previous quarter.
Its largest purchases by value were Deckers Outdoor Corp ($19.86M), Ebay Inc ($16.76M), Coinbase Global, Inc. ($14.62M). It opened 5 new positions.
Its largest sales by value were Tesla, Inc. ($25.81M), Amazon Com Inc ($24.31M), Wolfspeed, Inc. ($21.23M). It exited 7 positions entirely.
From the Form 13F-HR reports Woodson Capital Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.