Q1 2026 · 13F-HR
Woodson Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002086
$636.1M
Reported value
31
Positions
2026-03-31
Period end
The Brief · Woodson Capital Management, LP · Q1 2026
AI · grounded in 13F
Woodson Capital Management, LP closed its position in GOOGL for a reduction of $25.04M. The fund established several new positions, led by a $19.08M investment in DAL, followed by $15.34M in WOLF and $15.2M in GARMIN LTD. Additionally, the fund exited its position in UNITY SOFTWARE INC and trimmed its holdings in SIRI by 66.67%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G0260P102 | AS | AMER SPORTS INC | $60.1M | 9.45% | 1,825,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $59.6M | 9.36% | 442,287 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $47.3M | 7.43% | 227,000 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $38.1M | 5.99% | 270,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $34.9M | 5.48% | 579,109 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $34.8M | 5.47% | 6,700,000 | Common | SOLE |
| 55406W103 | LUXE | LUXEXPERIENCE BV | $29.9M | 4.70% | 3,740,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $27.6M | 4.34% | 1,420,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $25.8M | 4.06% | 69,420 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $24.2M | 3.81% | 2,669,420 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $21.1M | 3.31% | 440,000 | Common | SOLE |
| 100557107 | SAM | BOSTON BEER INC | $20.7M | 3.26% | 90,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $19.9M | 3.12% | 350,000 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC | $19.1M | 3.00% | 287,000 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $16.5M | 2.59% | 200,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $16.5M | 2.59% | 120,000 | Common | SOLE |
| 97785W106 | WOLF | WOLFSPEED INC | $15.3M | 2.41% | 940,000 | Common | SOLE |
| H2906T109 | GRMN | GARMIN LTD | $15.2M | 2.39% | 65,500 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $14.5M | 2.29% | 44,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $13.9M | 2.18% | 335,000 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $13.2M | 2.07% | 2,000,000 | Common | SOLE |
| 918204108 | VFC | V F CORP | $12.9M | 2.03% | 759,420 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $10.7M | 1.68% | 225,000 | Common | SOLE |
| 346232101 | FOR | FORESTAR GROUP INC | $10.6M | 1.67% | 435,000 | Common | SOLE |
| 829933100 | SIRI | SIRIUSXM HOLDINGS INC | $9.2M | 1.45% | 400,000 | PUT | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $7.7M | 1.21% | 50,442 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $6.3M | 0.99% | 16,900 | CALL | SOLE |
| 88556E102 | TDUP | THREDUP INC | $5.6M | 0.87% | 1,695,000 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $2.4M | 0.38% | 50,000 | CALL | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $1.4M | 0.23% | 26,942 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $1.3M | 0.20% | 500,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.