Woodson Capital
Woodson Capital Management · SEC CIK 1697848
Consumer and internet long/short.
This filing is 158 days old. Woodson Capital Management keeps roughly 79% of its positions in a typical quarter, so about 67% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 26 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| REDDIT INC | RDDT | $55.55M | 9.3% | |
| BLOCK INC | XYZ | $50.92M | 8.5% | |
| SWEETGREEN INC | SG | $46.69M | 7.8% | |
| AMER SPORTS INC | $45.68M | 7.7% | n/a | |
| THE REALREAL INC | REAL | $38.91M | 6.5% | |
| QXO INC | QXO | $32.83M | 5.5% | |
| TAPESTRY INC | TPR | $32.79M | 5.5% | |
| AMAZON COM INC | AMZN | $29.79M | 5.0% | |
| LUXEXPERIENCE BV | LUXE | $25.63M | 4.3% | |
| WOLFSPEED INC | WOLF | $24.13M | 4.0% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was XYZ (shares up 16%), now $50.92M; the largest trim was RDDT (shares down 28%); TSLA, COCO, SAM no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Woodson Capital's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Woodson Capital Management are RDDT (9.3% of the book), XYZ (8.5% of the book), SG (7.8% of the book).
How big is Woodson Capital Management's portfolio?
The latest 13F reports $597.41M across 26 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Woodson Capital still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Woodson Capital Management's own filing history, the fund keeps roughly 79% of positions in a typical quarter, so at 158 days since the period end roughly 67% of this book is likely intact. The snapshot half-life for this fund is about 274 days.
What did Woodson Capital buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was XYZ (shares up 16%), now $50.92M; the largest trim was RDDT (shares down 28%); TSLA, COCO, SAM no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Woodson Capital Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.