Woodson Capital Management, LP
Top Portfolio Positions
28 positions ·
$656,967,120 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SG |
Sweetgreen, Inc.
Consumer Cyclical
|
13,400,000 | $69,546,000 | 10.59% | |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
1,825,000 | $60,079,000 | 9.14% | |
| RDDT |
Reddit, Inc.
Communication Services
|
442,287 | $59,553,944 | 9.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
227,000 | $47,277,290 | 7.20% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
270,000 | $38,099,700 | 5.80% | |
| XYZ |
Block, Inc.
Technology
|
579,109 | $34,850,779 | 5.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,320 | $32,089,460 | 4.88% | |
| LUXE |
LuxExperience B.V.
Consumer Cyclical
|
3,740,000 | $29,920,000 | 4.55% | |
| QXO |
QXO, Inc.
Industrials
|
1,420,000 | $27,576,400 | 4.20% | |
| REAL |
TheRealReal, Inc.
Consumer Cyclical
|
2,669,420 | $24,238,333 | 3.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLDR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,466,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,610,380 | 142,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,853,750 | 139,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $23,338,000 | 200,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,741,000 | 150,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,863,700 | 90,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,917,423 | 113,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,761,500 | 150,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,461,875 | 112,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,034,440 | 126,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,673,500 | 150,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,120,000 | 170,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,848,600 | 370,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,844,800 | 460,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,227,600 | 530,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,341,800 | 714,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,724,000 | 600,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $57,339,990 | 669,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,566,000 | 900,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,702,038 | 649,368 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||