Holdings
Woodson Capital Management, LP
As of Jun 30, 2026, Woodson Capital Management, LP reported 23 positions worth US$533M. Largest: Reddit, Inc., Block, Inc. and Sweetgreen, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Reddit, Inc. | 320K | US$55.5M | −122K | Jun 30, 2026 |
| Block, Inc. | 670K | US$50.9M | +90,891 | Jun 30, 2026 |
| Sweetgreen, Inc. | 5.3M | US$46.7M | −1.4M | Jun 30, 2026 |
| Amer Sports, Inc. | 1.35M | US$45.7M | −475K | Jun 30, 2026 |
| The Realreal, Inc. | 3.3M | US$38.9M | +631K | Jun 30, 2026 |
| Qxo, Inc. | 1.9M | US$32.8M | +480K | Jun 30, 2026 |
| Tapestry, Inc. | 224K | US$32.8M | −46,000 | Jun 30, 2026 |
| Amazon.com, Inc. | 125K | US$29.8M | −102K | Jun 30, 2026 |
| Wolfspeed, Inc. | 500K | US$24.1M | −440K | Jun 30, 2026 |
| Establishment Labs Holdings Inc. | 275K | US$23.6M | −75,000 | Jun 30, 2026 |