Woodson Capital Management, LP

CIK

1697848

Location

Greenwich, CT

Portfolio Value

Small $592,001,875

Diversification

Diversified

Filing Date

Global Rank

#2,596 / 8,700 ▲ 452

Top Industry

Luxury Goods 16.4%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−0.1 pts

Top 5

40.2%

+2.4 pts

Top 10

64.7%

+3.5 pts

HHI

551

Diversified+44

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	46.8%	$277,320,453	11
Technology	19.4%	$114,639,000	4
Industrials	14.8%	$87,850,180	5
Communication Services	10.5%	$61,980,600	2
Healthcare	4.0%	$23,597,750	1
Financial Services	2.5%	$14,619,292	1
Real Estate	2.0%	$11,994,600	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
—		+2,800,000	3,300,000	$600,600
REAL	TheRealReal, Inc.	+630,580	3,300,000	$38,907,000
QXO	QXO, Inc.	+480,000	1,900,000	$32,832,000
XYZ	Block, Inc.	+90,891	670,000	$50,920,000
SYM	Symbotic Inc.	+43,058	70,000	$3,146,500
GRMN	Garmin Ltd	+34,500	100,000	$23,754,000
BLDR	Builders FirstSource, Inc.	+20,000	220,000	$19,685,600
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
SG	Sweetgreen, Inc.	−1,400,000	5,300,000	$46,693,000
AS	Amer Sports, Inc.	−475,000	1,350,000	$45,684,000
WOLF	Wolfspeed, Inc.	−440,000	500,000	$24,125,000
SHLS	Shoals Technologies Group, Inc.	−400,000	1,600,000	$15,840,000
LUXE	LuxExperience B.V.	−290,000	3,450,000	$25,633,500
VFC	V F Corp	−159,420	600,000	$10,008,000
TDUP	ThredUp Inc.	−136,194	1,558,806	$10,677,821
RDDT	Reddit, Inc.	−122,287	320,000	$55,545,600
AMZN	Amazon Com Inc	−102,000	125,000	$29,792,500
DAL	Delta Air Lines, Inc.	−99,000	188,000	$17,608,080
ESTA	Establishment Labs Holdings Inc.	−75,000	275,000	$23,597,750
FOR	Forestar Group Inc.	−75,000	360,000	$11,394,000
TPR	Tapestry, Inc.	−46,000	224,000	$32,789,120
AER	AerCap Holdings N.V.	−20,000	100,000	$14,578,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
DECK	Deckers Outdoor Corp	200,000	$19,858,000
EBAY	Ebay Inc	150,000	$16,762,500
COIN	Coinbase Global, Inc.	100,002	$14,619,292
STUB	StubHub Holdings, Inc.	500,000	$6,435,000
CROX	Crocs, Inc.	4,269	$515,012
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	86,320	$32,089,460
COCO	Vita Coco Company, Inc.	490,000	$23,475,900
SAM	Boston Beer Co Inc	90,000	$20,736,000
GPI	Group 1 Automotive Inc	44,000	$14,547,720
ZG	Zillow Group, Inc.	335,000	$13,862,300
DOCU	Docusign, Inc.	225,000	$10,667,250
SIRI	Sirius Xm Holdings Inc.	400,000	$9,232,000
LULU	lululemon athletica inc.	50,442	$7,722,670
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $592,001,875 total · filing declares 26 positions · $597,407,275 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RDDT	Reddit, Inc. Communication Services	Reduced	320,000	-122,287	$55,545,600	−6.7%	9.38%
XYZ	Block, Inc. Technology	Added	670,000	+90,891	$50,920,000	+46.1%	8.60%
SG	Sweetgreen, Inc. Consumer Cyclical	Reduced	5,300,000	-1,400,000	$46,693,000	+34.3%	7.89%
AS	Amer Sports, Inc. Consumer Cyclical	Reduced	1,350,000	-475,000	$45,684,000	−24.0%	7.72%
REAL	TheRealReal, Inc. Consumer Cyclical	Added	3,300,000	+630,580	$38,907,000	+60.5%	6.57%
QXO	QXO, Inc. Industrials	Added	1,900,000	+480,000	$32,832,000	+19.1%	5.55%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	224,000	-46,000	$32,789,120	−13.9%	5.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	125,000	-102,000	$29,792,500	−37.0%	5.03%
LUXE	LuxExperience B.V. Consumer Cyclical	Reduced	3,450,000	-290,000	$25,633,500	−14.3%	4.33%
WOLF	Wolfspeed, Inc. Technology	Reduced	500,000	-440,000	$24,125,000	+57.3%	4.08%
GRMN	Garmin Ltd Technology	Added	100,000	+34,500	$23,754,000	+56.3%	4.01%
ESTA	Establishment Labs Holdings Inc. Healthcare	Reduced	275,000	-75,000	$23,597,750	+18.7%	3.99%
DECK	Deckers Outdoor Corp Consumer Cyclical	NEW	200,000	NEW	$19,858,000	NEW	3.35%
BLDR	Builders FirstSource, Inc. Industrials	Added	220,000	+20,000	$19,685,600	+19.6%	3.33%
DAL	Delta Air Lines, Inc. Industrials	Reduced	188,000	-99,000	$17,608,080	−7.7%	2.97%
EBAY	Ebay Inc Consumer Cyclical	NEW	150,000	NEW	$16,762,500	NEW	2.83%
SHLS	Shoals Technologies Group, Inc. Technology	Reduced	1,600,000	-400,000	$15,840,000	+20.4%	2.68%
COIN	Coinbase Global, Inc. Financial Services	NEW	100,002	NEW	$14,619,292	NEW	2.47%
AER	AerCap Holdings N.V. Industrials	Reduced	100,000	-20,000	$14,578,000	−11.4%	2.46%
FOR	Forestar Group Inc. Real Estate	Reduced	360,000	-75,000	$11,394,000	+7.2%	1.92%
TDUP	ThredUp Inc. Consumer Cyclical	Reduced	1,558,806	-136,194	$10,677,821	+92.1%	1.80%
VFC	V F Corp Consumer Cyclical	Reduced	600,000	-159,420	$10,008,000	−22.4%	1.69%
STUB	StubHub Holdings, Inc. Communication Services	NEW	500,000	NEW	$6,435,000	NEW	1.09%
SYM	Symbotic Inc. Industrials	Added	70,000	+43,058	$3,146,500	+119.5%	0.53%
		Added	3,300,000	+2,800,000	$600,600	+380.5%	0.10%
CROX	Crocs, Inc. Consumer Cyclical	NEW	4,269	NEW	$515,012	NEW	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.