Woodson Capital Management 13F, Q1 2026
Woodson Capital · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1697848
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 3 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q1 2026
The 25 largest of 28 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| AMER SPORTS INC | $60.08M | 9.7% | +22% shares | |
| REDDIT INC | RDDT | $59.55M | 9.6% | +123% shares |
| AMAZON COM INC | AMZN | $47.28M | 7.7% | +30% shares |
| TAPESTRY INC | TPR | $38.10M | 6.2% | -26% shares |
| BLOCK INC | XYZ | $34.85M | 5.6% | -16% shares |
| SWEETGREEN INC | SG | $34.77M | 5.6% | +12% shares |
| LUXEXPERIENCE BV | LUXE | $29.92M | 4.8% | +4% shares |
| QXO INC | QXO | $27.58M | 4.5% | +67% shares |
| TESLA INC | TSLA | $25.81M | 4.2% | unchanged |
| THE REALREAL INC | REAL | $24.24M | 3.9% | +7% shares |
| VITA COCO CO INC | COCO | $21.08M | 3.4% | -21% shares |
| BOSTON BEER INC | SAM | $20.74M | 3.4% | -10% shares |
| ESTABLISHMENT LABS HLDGS INC | $19.87M | 3.2% | -7% shares | |
| DELTA AIR LINES INC | DAL | $19.08M | 3.1% | new |
| BUILDERS FIRSTSOURCE INC | BLDR | $16.47M | 2.7% | +41% shares |
| AERCAP HOLDINGS NV | $16.46M | 2.7% | -23% shares | |
| WOLFSPEED INC | WOLF | $15.34M | 2.5% | new |
| GARMIN LTD | $15.20M | 2.5% | new | |
| GROUP 1 AUTOMOTIVE INC | GPI | $14.55M | 2.4% | -29% shares |
| ZILLOW GROUP INC | Z | $13.86M | 2.2% | new |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | $13.16M | 2.1% | new |
| V F CORP | VFC | $12.90M | 2.1% | new |
| DOCUSIGN INC | DOCU | $10.67M | 1.7% | new |
| FORESTAR GROUP INC | FOR | $10.63M | 1.7% | unchanged |
| LULULEMON ATHLETICA INC | LULU | $7.72M | 1.3% | +16% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Woodson Capital Management opened 8 new positions, added to 9, trimmed 8, left 3 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-002086, filed by Woodson Capital Management, LP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.