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Woodson Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $597,407,275
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- REDDIT INC · CL A · 75734B100 · shares: $55,545,600
- BLOCK INC · CL A · 852234103 · shares: $50,920,000
- SWEETGREEN INC · COM CL A · 87043Q108 · shares: $46,693,000
- AMER SPORTS INC · COM SHS · G0260P102 · shares: $45,684,000
- THE REALREAL INC · COM · 88339P101 · shares: $38,907,000
- QXO INC · COM NEW · 82846H405 · shares: $32,832,000
- TAPESTRY INC · COM · 876030107 · shares: $32,789,120
- AMAZON COM INC · COM · 023135106 · shares: $29,792,500
- LUXEXPERIENCE BV · SPONSORED ADS · 55406W103 · shares: $25,633,500
- WOLFSPEED INC · COMMON STOCK · 97785W106 · shares: $24,125,000
Reported holdings
26 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| REDDIT INC | CL A | 75734B100 | — | 320,000 shares | $55,545,600 |
| BLOCK INC | CL A | 852234103 | — | 670,000 shares | $50,920,000 |
| SWEETGREEN INC | COM CL A | 87043Q108 | — | 5,300,000 shares | $46,693,000 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 1,350,000 shares | $45,684,000 |
| THE REALREAL INC | COM | 88339P101 | — | 3,300,000 shares | $38,907,000 |
| QXO INC | COM NEW | 82846H405 | — | 1,900,000 shares | $32,832,000 |
| TAPESTRY INC | COM | 876030107 | — | 224,000 shares | $32,789,120 |
| AMAZON COM INC | COM | 023135106 | — | 125,000 shares | $29,792,500 |
| LUXEXPERIENCE BV | SPONSORED ADS | 55406W103 | — | 3,450,000 shares | $25,633,500 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 500,000 shares | $24,125,000 |
| GARMIN LTD | SHS | H2906T109 | — | 100,000 shares | $23,754,000 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 275,000 shares | $23,597,750 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 200,000 shares | $19,858,000 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 220,000 shares | $19,685,600 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 188,000 shares | $17,608,080 |
| EBAY INC. | COM | 278642103 | — | 150,000 shares | $16,762,500 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | — | 1,600,000 shares | $15,840,000 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 100,002 shares | $14,619,292 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 100,000 shares | $14,578,000 |
| FORESTAR GROUP INC | COM | 346232101 | — | 360,000 shares | $11,394,000 |
| THREDUP INC | CL A | 88556E102 | — | 1,558,806 shares | $10,677,821 |
| V F CORP | COM | 918204108 | — | 600,000 shares | $10,008,000 |
| STUBHUB HLDGS INC | CL A | 86384P109 | — | 500,000 shares | $6,435,000 |
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | — | 3,300,000 shares | $6,006,000 |
| SYMBOTIC INC | CLASS A COM | 87151X101 | — | 70,000 shares | $3,146,500 |
| CROCS INC | COM | 227046109 | — | 4,269 shares | $515,012 |