Woodson Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$636.1M
Q ending 2026-03-31
Prior quarter
$721.6M
Q ending 2025-12-31
Change
-11.8% QoQ · +10.3% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amer Sports Inc | Shares | $60.1M | 1.8M | |
| Reddit Inc | RDDT | Shares | $59.6M | 442K |
| Amazon Com Inc | AMZN | Shares | $47.3M | 227K |
| Tapestry Inc | TPR | Shares | $38.1M | 270K |
| Block Inc | XYZ | Shares | $34.9M | 579K |
| Sweetgreen Inc | SG | Shares | $34.8M | 6.7M |
| Luxexperience Bv | LUXE | Shares | $29.9M | 3.7M |
| Qxo Inc | QXO | Shares | $27.6M | 1.4M |
| Tesla Inc | TSLA | Shares | $25.8M | 69K |
| The Realreal Inc | REAL | Shares | $24.2M | 2.7M |
| Vita Coco Co Inc | COCO | Shares | $21.1M | 440K |
| Boston Beer Inc | SAM | Shares | $20.7M | 90K |
| Establishment Labs Hldgs Inc | Shares | $19.9M | 350K | |
| Delta Air Lines Inc | DAL | Shares | $19.1M | 287K |
| Builders Firstsource Inc | BLDR | Shares | $16.5M | 200K |
| Aercap Holdings Nv | Shares | $16.5M | 120K | |
| Wolfspeed Inc | WOLF | Shares | $15.3M | 940K |
| Garmin Ltd | Shares | $15.2M | 66K | |
| Group 1 Automotive Inc | GPI | Shares | $14.5M | 44K |
| Zillow Group Inc | Z | Shares | $13.9M | 335K |
| Shoals Technologies Group In | SHLS | Shares | $13.2M | 2.0M |
| V F Corp | VFC | Shares | $12.9M | 759K |
| Docusign Inc | DOCU | Shares | $10.7M | 225K |
| Forestar Group Inc | FOR | Shares | $10.6M | 435K |
| Siriusxm Holdings Inc | SIRI | Put | $9.2M | 400K |
| Lululemon Athletica Inc | LULU | Shares | $7.7M | 50K |
| Tesla Inc | TSLA | Call | $6.3M | 17K |
| Thredup Inc | TDUP | Shares | $5.6M | 1.7M |
| Vita Coco Co Inc | COCO | Call | $2.4M | 50K |
| Symbotic Inc | SYM | Shares | $1.4M | 27K |
| The Real Brokerage Inc | REAX | Shares | $1.3M | 500K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.