Institutional
Woodson Capital Management, LP
CIK 0001697848
$636.1M
Reported AUM
29
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | AS | AMER SPORTS INC | $60.1M | 9.45% | +325,000 | +21.7% |
| 2 | RDDT | REDDIT INC | $59.6M | 9.36% | +244,287 | +123.4% |
| 3 | AMZN | AMAZON COM INC | $47.3M | 7.43% | +52,000 | +29.7% |
| 4 | TPR | TAPESTRY INC | $38.1M | 5.99% | -245,000 | -47.6% |
| 5 | XYZ | BLOCK INC | $34.9M | 5.48% | -110,891 | -16.1% |
| 6 | SG | SWEETGREEN INC | $34.8M | 5.47% | +700,000 | +11.7% |
| 7 | TSLA | TESLA INC | $32.1M | 5.05% | -45,800 | -34.7% |
| 8 | LUXE | LUXEXPERIENCE BV | $29.9M | 4.70% | +140,000 | +3.9% |
| 9 | QXO | QXO INC | $27.6M | 4.34% | +570,000 | +67.1% |
| 10 | REAL | THE REALREAL INC | $24.2M | 3.81% | +169,420 | +6.8% |
| 11 | COCO | VITA COCO CO INC | $23.5M | 3.69% | -120,000 | -19.7% |
| 12 | SAM | BOSTON BEER INC | $20.7M | 3.26% | -10,000 | -10.0% |
| 13 | ESTA | ESTABLISHMENT LABS HLDGS INC | $19.9M | 3.12% | -25,000 | -6.7% |
| 14 | DAL | DELTA AIR LINES INC | $19.1M | 3.00% | +287,000 | NEW |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | $16.5M | 2.59% | +58,000 | +40.8% |
| 16 | AER | AERCAP HOLDINGS NV | $16.5M | 2.59% | -35,000 | -22.6% |
| 17 | WOLF | WOLFSPEED INC | $15.3M | 2.41% | +940,000 | NEW |
| 18 | GRMN | GARMIN LTD | $15.2M | 2.39% | +65,500 | NEW |
| 19 | GPI | GROUP 1 AUTOMOTIVE INC | $14.5M | 2.29% | -17,500 | -28.5% |
| 20 | Z | ZILLOW GROUP INC | $13.9M | 2.18% | +335,000 | NEW |
| 21 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $13.2M | 2.07% | +2,000,000 | NEW |
| 22 | VFC | V F CORP | $12.9M | 2.03% | +759,420 | NEW |
| 23 | DOCU | DOCUSIGN INC | $10.7M | 1.68% | +225,000 | NEW |
| 24 | FOR | FORESTAR GROUP INC | $10.6M | 1.67% | +5,000 | +1.2% |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | $9.2M | 1.45% | -800,000 | -66.7% |
| 26 | LULU | LULULEMON ATHLETICA INC | $7.7M | 1.21% | +6,942 | +16.0% |
| 27 | TDUP | THREDUP INC | $5.6M | 0.87% | -105,000 | -5.8% |
| 28 | SYM | SYMBOTIC INC | $1.4M | 0.23% | +26,942 | NEW |
| 29 | REAX | THE REAL BROKERAGE INC | $1.3M | 0.20% | — | HELD |
| 30 | GOOGL | ALPHABET INC | — | — | -80,000 | EXITED |
| 31 | U | UNITY SOFTWARE INC | — | — | -360,000 | EXITED |
| 32 | GPGI | COMPOSECURE INC | — | — | -740,000 | EXITED |
| 33 | WWW | WOLVERINE WORLD WIDE INC | — | — | -600,000 | EXITED |
| 34 | AFRM | AFFIRM HLDGS INC | — | — | -130,000 | EXITED |
| 35 | YOU | CLEAR SECURE INC | — | — | -129,031 | EXITED |
| 36 | FLUT | FLUTTER ENTMT PLC | — | — | -20,000 | EXITED |
| 37 | RHLD | RESOLUTE HLDGS MGMT INC | — | — | -5,900 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002086. 13F discloses long positions only — shorts, foreign equities, and options are excluded.