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 TPR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,099,700 | 270,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,636,050 | 365,000 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $19,165,500 | 150,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $24,342,300 | 215,000 | Call | Sole | 2025-10-28 | |
| 2025-09-30 | $40,759,200 | 360,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $60,588,900 | 690,000 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $42,148,800 | 480,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $45,618,639 | 647,900 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $63,016,950 | 895,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,957,400 | 780,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $26,132,000 | 400,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $31,514,184 | 670,800 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $14,094,000 | 300,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $8,558,000 | 200,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $38,511,000 | 900,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,933,600 | 820,000 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $9,496,000 | 200,000 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $8,098,200 | 220,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,325,000 | 220,000 | Shares | Sole | 2023-11-14 | |
| 2020-03-31 | $5,180,000 | 400,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||