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 XYZ
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,850,779 | 579,109 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,912,100 | 690,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,521,500 | 450,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $26,492,700 | 390,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,015,500 | 350,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,497,000 | 300,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,255,249 | 406,007 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $3,596,775 | 46,500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,264,830 | 19,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,109,850 | 89,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,341,400 | 85,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,349,427 | 97,280 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,777,240 | 94,000 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||