Woodson Capital Management, LP
Woodson Capital Management, LP reported 26 holdings worth US$597M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Woodson Capital Management, LP reported 26 holdings worth US$597M as of Jun 30, 2026. Largest: Reddit, Inc., Block, Inc. and Sweetgreen, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$597M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Reddit, Inc. | 320K | US$55.5M | 9.3% |
| Block, Inc. | 670K | US$50.9M | 8.5% |
| Sweetgreen, Inc. | 5.3M | US$46.7M | 7.8% |
| Amer Sports, Inc. | 1.35M | US$45.7M | 7.6% |
| The Realreal, Inc. | 3.3M | US$38.9M | 6.5% |
| Qxo, Inc. | 1.9M | US$32.8M | 5.5% |
| Tapestry, Inc. | 224K | US$32.8M | 5.5% |
| Amazon.com, Inc. | 125K | US$29.8M | 5.0% |
| Wolfspeed, Inc. | 500K | US$24.1M | 4.0% |
| Establishment Labs Holdings Inc. | 275K | US$23.6M | 4.0% |
| Deckers Outdoor Corporation | 200K | US$19.9M | 3.3% |
| Builders Firstsource, Inc. | 220K | US$19.7M | 3.3% |
| Delta Air Lines, Inc. | 188K | US$17.6M | 2.9% |
| Ebay Inc. | 150K | US$16.8M | 2.8% |
| Shoals Technologies Group, Inc. | 1.6M | US$15.8M | 2.7% |
| Coinbase Global, Inc. | 100K | US$14.6M | 2.4% |
| Forestar Group Inc | 360K | US$11.4M | 1.9% |
| Thredup Inc. | 1.56M | US$10.7M | 1.8% |
| V.f. Corporation | 600K | US$10M | 1.7% |
| Stubhub Holdings, Inc. | 500K | US$6.43M | 1.1% |
| The Real Brokerage, Inc. | 3.3M | US$6.01M | 1.0% |
| Symbotic Inc. | 70,000 | US$3.15M | 0.53% |
| Crocs, Inc. | 4,269 | US$515K | 0.09% |
| Boston Beer Company, Inc. (the) | 0 | US$0 | 0.00% |
| Docusign, Inc. | 0 | US$0 | 0.00% |
| Group 1 Automotive, Inc. | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| The Vita Coco Company, Inc. | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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