Woodson Capital
Woodson Capital Management · SEC CIK 1697848
Consumer and internet long/short.
Q1 2026
Latest 13F
$636.06M
Filed US book
31
Positions
Largest holdings, as filed
Top 15 of 31 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| AMER SPORTS INC | $60.08M | 9.4% | |
| REDDIT INC | RDDT | $59.55M | 9.4% |
| AMAZON COM INC | AMZN | $47.28M | 7.4% |
| TAPESTRY INC | TPR | $38.10M | 6.0% |
| BLOCK INC | XYZ | $34.85M | 5.5% |
| SWEETGREEN INC | SG | $34.77M | 5.5% |
| LUXEXPERIENCE BV | LUXE | $29.92M | 4.7% |
| QXO INC | QXO | $27.58M | 4.3% |
| TESLA INC | TSLA | $25.81M | 4.1% |
| THE REALREAL INC | REAL | $24.24M | 3.8% |
| VITA COCO CO INC | COCO | $21.08M | 3.3% |
| BOSTON BEER INC | SAM | $20.74M | 3.3% |
| ESTABLISHMENT LABS HLDGS INC | $19.87M | 3.1% | |
| DELTA AIR LINES INC | DAL | $19.08M | 3.0% |
| BUILDERS FIRSTSOURCE INC | BLDR | $16.47M | 2.6% |
Inside the app: the full book for Woodson Capital Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.