Woodson Capital Management, LP
An institutional investment manager in Greenwich, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1697848.
- Reported value$597.4m
- Positions26
Holdings: 26 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Reddit IncRDDT | CL A | 75734B100 | 55.5 | 9.3% | 320,000 | Reduced−122,287 | |
| Block IncXYZ | CL A | 852234103 | 50.9 | 8.5% | 670,000 | Added+90,891 | |
| Sweetgreen IncSG | COM CL A | 87043Q108 | 46.7 | 7.8% | 5,300,000 | Reduced−1,400,000 | |
| Amer Sports Inc | COM SHS | G0260P102 | 45.7 | 7.6% | 1,350,000 | Reduced−475,000 | |
| The Realreal IncREAL | COM | 88339P101 | 38.9 | 6.5% | 3,300,000 | Added+630,580 | |
| QXO IncQXO | COM NEW | 82846H405 | 32.8 | 5.5% | 1,900,000 | Added+480,000 | |
| Tapestry IncTPR | COM | 876030107 | 32.8 | 5.5% | 224,000 | Reduced−46,000 | |
| Amazon Com IncAMZN | COM | 023135106 | 29.8 | 5.0% | 125,000 | Reduced−102,000 | |
| Luxexperience BVLUXE | SPONSORED ADS | 55406W103 | 25.6 | 4.3% | 3,450,000 | Reduced−290,000 | |
| Wolfspeed IncWOLF | COMMON STOCK | 97785W106 | 24.1 | 4.0% | 500,000 | Reduced−440,000 | |
| Garmin Ltd | SHS | H2906T109 | 23.8 | 4.0% | 100,000 | Added+34,500 | |
| Establishment Labs Holdings Inc | COM | G31249108 | 23.6 | 4.0% | 275,000 | Reduced−75,000 | |
| Deckers Outdoor CorpDECK | COM | 243537107 | 19.9 | 3.3% | 200,000 | New+200,000 | |
| Builders Firstsource IncBLDR | COM | 12008R107 | 19.7 | 3.3% | 220,000 | Added+20,000 | |
| Delta Air Lines IncDAL | COM NEW | 247361702 | 17.6 | 2.9% | 188,000 | Reduced−99,000 | |
| Ebay Inc.EBAY | COM | 278642103 | 16.8 | 2.8% | 150,000 | New+150,000 | |
| Shoals Technologies Group inSHLS | CL A | 82489W107 | 15.8 | 2.7% | 1,600,000 | Reduced−400,000 | |
| Coinbase Global IncCOIN | COM CL A | 19260Q107 | 14.6 | 2.4% | 100,002 | New+100,002 | |
| Aercap Holdings NV | SHS | N00985106 | 14.6 | 2.4% | 100,000 | Reduced−20,000 | |
| Forestar Group IncFOR | COM | 346232101 | 11.4 | 1.9% | 360,000 | Reduced−75,000 | |
| Thredup IncTDUP | CL A | 88556E102 | 10.7 | 1.8% | 1,558,806 | Reduced−136,194 | |
| V F CorpVFC | COM | 918204108 | 10.0 | 1.7% | 600,000 | Reduced−159,420 | |
| Stubhub Holdings IncSTUB | CL A | 86384P109 | 6.4 | 1.1% | 500,000 | New+500,000 | |
| The Real Brokerage Inc | COM NEW | 75585H206 | 6.0 | 1.0% | 3,300,000 | Added+2,800,000 | |
| Symbotic IncSYM | CLASS A COM | 87151X101 | 3.1 | 0.5% | 70,000 | Added+43,058 | |
| Crocs IncCROX | COM | 227046109 | 0.5 | <0.1% | 4,269 | New+4,269 |
Sold out: 10 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Boston Beer IncSAM | CL A | 100557107 | 0.0 | 0.0% | 0 | Sold out−90,000 | |
| Docusign IncDOCU | COM | 256163106 | 0.0 | 0.0% | 0 | Sold out−225,000 | |
| Group 1 Automotive IncGPI | COM | 398905109 | 0.0 | 0.0% | 0 | Sold out−44,000 | |
| Lululemon Athletica IncLULU | COM | 550021109 | 0.0 | 0.0% | 0 | Sold out−50,442 | |
| Siriusxm Holdings IncSIRI | COMMON STOCK | 829933100 | 0.0 | 0.0% | 0 | Put | Sold out−400,000 |
| Tesla IncTSLA | COM | 88160R101 | 0.0 | 0.0% | 0 | Sold out−69,420 | |
| Tesla IncTSLA | COM | 88160R101 | 0.0 | 0.0% | 0 | Call | Sold out−16,900 |
| Vita Coco Co IncCOCO | COM | 92846Q107 | 0.0 | 0.0% | 0 | Call | Sold out−50,000 |
| Vita Coco Co IncCOCO | COM | 92846Q107 | 0.0 | 0.0% | 0 | Sold out−440,000 | |
| Zillow Group IncZG | CL C CAP STK | 98954M200 | 0.0 | 0.0% | 0 | Sold out−335,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003666 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.