Woodson Capital Management, LP
Top Portfolio Positions
27 positions ·
$709,459,288 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
515,000 | $65,801,550 | 9.27% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
132,120 | $59,417,006 | 8.37% |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
1,500,000 | $56,025,000 | 7.90% |
| RDDT |
Reddit, Inc.
Communication Services
|
198,000 | $45,514,260 | 6.42% |
| XYZ |
Block, Inc.
Technology
|
690,000 | $44,912,100 | 6.33% |
| SG |
Sweetgreen, Inc.
Consumer Cyclical
|
6,000,000 | $40,560,000 | 5.72% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
175,000 | $40,393,500 | 5.69% |
| REAL |
TheRealReal, Inc.
Consumer Cyclical
|
2,500,000 | $39,450,000 | 5.56% |
| COCO |
Vita Coco Company, Inc.
Consumer Defensive
|
610,000 | $32,336,100 | 4.56% |
| LUXE |
LuxExperience B.V.
Consumer Cyclical
|
3,600,000 | $30,060,000 | 4.24% |
Portfolio Trend
Holdings in COCO
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,650,500 | 50,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $29,685,600 | 560,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,005,595 | 188,500 | Call | Sole | 2025-10-28 | |
| 2025-09-30 | $37,373,600 | 880,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $33,462,606 | 926,942 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,542,667 | 833,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,191,889 | 709,615 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,224,245 | 679,062 | Shares | Sole | 2024-11-14 | |
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