Woodson Capital Management, LP
Top Portfolio Positions
28 positions ·
$622,194,120 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
1,825,000 | $60,079,000 | 9.66% | |
| RDDT |
Reddit, Inc.
Communication Services
|
442,287 | $59,553,944 | 9.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
227,000 | $47,277,290 | 7.60% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
270,000 | $38,099,700 | 6.12% | |
| XYZ |
Block, Inc.
Technology
|
579,109 | $34,850,779 | 5.60% | |
| SG |
Sweetgreen, Inc.
Consumer Cyclical
|
6,700,000 | $34,773,000 | 5.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
86,320 | $32,089,460 | 5.16% | |
| LUXE |
LuxExperience B.V.
Consumer Cyclical
|
3,740,000 | $29,920,000 | 4.81% | |
| QXO |
QXO, Inc.
Industrials
|
1,420,000 | $27,576,400 | 4.43% | |
| REAL |
TheRealReal, Inc.
Consumer Cyclical
|
2,669,420 | $24,238,333 | 3.90% |
Portfolio Trend
Holdings in TDUP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,559,600 | 1,695,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,502,000 | 1,800,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||