Woodson Capital Management 13F, Q2 2026
Woodson Capital · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1697848
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 26 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| REDDIT INC | RDDT | $55.55M | 9.3% | -28% shares |
| BLOCK INC | XYZ | $50.92M | 8.5% | +16% shares |
| SWEETGREEN INC | SG | $46.69M | 7.8% | -21% shares |
| AMER SPORTS INC | $45.68M | 7.7% | -26% shares | |
| THE REALREAL INC | REAL | $38.91M | 6.5% | +24% shares |
| QXO INC | QXO | $32.83M | 5.5% | +34% shares |
| TAPESTRY INC | TPR | $32.79M | 5.5% | -17% shares |
| AMAZON COM INC | AMZN | $29.79M | 5.0% | -45% shares |
| LUXEXPERIENCE BV | LUXE | $25.63M | 4.3% | -8% shares |
| WOLFSPEED INC | WOLF | $24.13M | 4.0% | -47% shares |
| GARMIN LTD | $23.75M | 4.0% | +53% shares | |
| ESTABLISHMENT LABS HLDGS INC | $23.60M | 4.0% | -21% shares | |
| DECKERS OUTDOOR CORP | DECK | $19.86M | 3.3% | new |
| BUILDERS FIRSTSOURCE INC | BLDR | $19.69M | 3.3% | +10% shares |
| DELTA AIR LINES INC | DAL | $17.61M | 3.0% | -35% shares |
| EBAY INC. | EBAY | $16.76M | 2.8% | new |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | $15.84M | 2.6% | -20% shares |
| COINBASE GLOBAL INC | COIN | $14.62M | 2.5% | new |
| AERCAP HOLDINGS NV | $14.58M | 2.4% | -17% shares | |
| FORESTAR GROUP INC | FOR | $11.39M | 1.9% | -17% shares |
| THREDUP INC | TDUP | $10.68M | 1.8% | -8% shares |
| V F CORP | VFC | $10.01M | 1.7% | -21% shares |
| STUBHUB HLDGS INC | STUB | $6.43M | 1.1% | new |
| THE REAL BROKERAGE INC | REAX | $6.01M | 1.0% | +560% shares |
| SYMBOTIC INC | SYM | $3.15M | 0.5% | +160% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Woodson Capital Management opened 5 new positions, added to 7, trimmed 14, left 0 unchanged and exited 7. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-003666, 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.