# Woodson Capital Management, LP: Form 13F holdings

An institutional investment manager in Greenwich, CT. SEC CIK 1697848.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $597.4m
- Positions: 26 (26 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1697848/000117266126003666/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $55.5m | 9.3% | 320,000 |  | Reduced −122,287 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $50.9m | 8.5% | 670,000 |  | Added +90,891 |
| [SWEETGREEN INC (SG)](/companies/sg.md) | COM CL A | $46.7m | 7.8% | 5,300,000 |  | Reduced −1,400,000 |
| AMER SPORTS INC | COM SHS | $45.7m | 7.6% | 1,350,000 |  | Reduced −475,000 |
| [THE REALREAL INC (REAL)](/companies/real.md) | COM | $38.9m | 6.5% | 3,300,000 |  | Added +630,580 |
| [QXO INC (QXO)](/companies/qxo.md) | COM NEW | $32.8m | 5.5% | 1,900,000 |  | Added +480,000 |
| [TAPESTRY INC (TPR)](/companies/tpr.md) | COM | $32.8m | 5.5% | 224,000 |  | Reduced −46,000 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $29.8m | 5.0% | 125,000 |  | Reduced −102,000 |
| [LUXEXPERIENCE BV (LUXE)](/companies/luxe.md) | SPONSORED ADS | $25.6m | 4.3% | 3,450,000 |  | Reduced −290,000 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $24.1m | 4.0% | 500,000 |  | Reduced −440,000 |
| GARMIN LTD | SHS | $23.8m | 4.0% | 100,000 |  | Added +34,500 |
| ESTABLISHMENT LABS HLDGS INC | COM | $23.6m | 4.0% | 275,000 |  | Reduced −75,000 |
| [DECKERS OUTDOOR CORP (DECK)](/companies/deck.md) | COM | $19.9m | 3.3% | 200,000 |  | New +200,000 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $19.7m | 3.3% | 220,000 |  | Added +20,000 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $17.6m | 2.9% | 188,000 |  | Reduced −99,000 |
| [EBAY INC. (EBAY)](/companies/ebay.md) | COM | $16.8m | 2.8% | 150,000 |  | New +150,000 |
| [SHOALS TECHNOLOGIES GROUP IN (SHLS)](/companies/shls.md) | CL A | $15.8m | 2.7% | 1,600,000 |  | Reduced −400,000 |
| [COINBASE GLOBAL INC (COIN)](/companies/coin.md) | COM CL A | $14.6m | 2.4% | 100,002 |  | New +100,002 |
| AERCAP HOLDINGS NV | SHS | $14.6m | 2.4% | 100,000 |  | Reduced −20,000 |
| [FORESTAR GROUP INC (FOR)](/companies/for.md) | COM | $11.4m | 1.9% | 360,000 |  | Reduced −75,000 |
| [THREDUP INC (TDUP)](/companies/tdup.md) | CL A | $10.7m | 1.8% | 1,558,806 |  | Reduced −136,194 |
| [V F CORP (VFC)](/companies/vfc.md) | COM | $10.0m | 1.7% | 600,000 |  | Reduced −159,420 |
| [STUBHUB HLDGS INC (STUB)](/companies/stub.md) | CL A | $6.4m | 1.1% | 500,000 |  | New +500,000 |
| THE REAL BROKERAGE INC | COM NEW | $6.0m | 1.0% | 3,300,000 |  | Added +2,800,000 |
| [SYMBOTIC INC (SYM)](/companies/sym.md) | CLASS A COM | $3.1m | 0.5% | 70,000 |  | Added +43,058 |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $515.0k | <0.1% | 4,269 |  | New +4,269 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BOSTON BEER INC (SAM)](/companies/sam.md) | CL A | $0 | 0.0% | 0 |  | Sold out −90,000 |
| [DOCUSIGN INC (DOCU)](/companies/docu.md) | COM | $0 | 0.0% | 0 |  | Sold out −225,000 |
| [GROUP 1 AUTOMOTIVE INC (GPI)](/companies/gpi.md) | COM | $0 | 0.0% | 0 |  | Sold out −44,000 |
| [LULULEMON ATHLETICA INC (LULU)](/companies/lulu.md) | COM | $0 | 0.0% | 0 |  | Sold out −50,442 |
| [SIRIUSXM HOLDINGS INC (SIRI)](/companies/siri.md) | COMMON STOCK | $0 | 0.0% | 0 | Put | Sold out −400,000 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 |  | Sold out −69,420 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 | Call | Sold out −16,900 |
| [VITA COCO CO INC (COCO)](/companies/coco.md) | COM | $0 | 0.0% | 0 | Call | Sold out −50,000 |
| [VITA COCO CO INC (COCO)](/companies/coco.md) | COM | $0 | 0.0% | 0 |  | Sold out −440,000 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL C CAP STK | $0 | 0.0% | 0 |  | Sold out −335,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003666. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.