Woodson Capital Management, LP
29 holdingsFiling period: 2026-03-31Current AUM: $691.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | AMER SPORTS INC | 1.82M | $60.1M | $60.1M | 8.69% | +325.0K | 2026-03-31 |
| 2 | RDDT | REDDIT INC | 442.3K | $59.6M | $62.2M | 9.00% | +244.3K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 227.0K | $47.3M | $61.6M | 8.92% | +52.0K | 2026-03-31 |
| 4 | TPR | TAPESTRY INC | 270.0K | $38.1M | $41.1M | 5.95% | -245,000 | 2026-03-31 |
| 5 | XYZ | BLOCK INC | 579.1K | $34.9M | $47.0M | 6.81% | -110,891 | 2026-03-31 |
| 6 | SG | SWEETGREEN INC | 6.70M | $34.8M | $43.2M | 6.25% | +700.0K | 2026-03-31 |
| 7 | TSLA | TESLA INC | 86.3K | $32.1M | $26.9M | 3.89% | -45,800 | 2026-03-31 |
| 8 | LUXE | LUXEXPERIENCE BV | 3.74M | $29.9M | $30.5M | 4.41% | +140.0K | 2026-03-31 |
| 9 | QXO | QXO INC | 1.42M | $27.6M | $18.9M | 2.73% | +570.0K | 2026-03-31 |
| 10 | REAL | THE REALREAL INC | 2.67M | $24.2M | $32.3M | 4.67% | +169.4K | 2026-03-31 |
| 11 | COCO | VITA COCO CO INC | 490.0K | $23.5M | $32.3M | 4.67% | -120,000 | 2026-03-31 |
| 12 | SAM | BOSTON BEER INC | 90.0K | $20.7M | $16.5M | 2.39% | -10,000 | 2026-03-31 |
| 13 | — | ESTABLISHMENT LABS HLDGS INC | 350.0K | $19.9M | $19.9M | 2.87% | -25,000 | 2026-03-31 |
| 14 | DAL | DELTA AIR LINES INC | 287.0K | $19.1M | $25.1M | 3.63% | -- | 2026-03-31 |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | 200.0K | $16.5M | $13.3M | 1.92% | +58.0K | 2026-03-31 |
| 16 | — | AERCAP HOLDINGS NV | 120.0K | $16.5M | $16.5M | 2.38% | -35,000 | 2026-03-31 |
| 17 | WOLF | WOLFSPEED INC | 940.0K | $15.3M | $22.2M | 3.21% | -- | 2026-03-31 |
| 18 | — | GARMIN LTD | 65.5K | $15.2M | $15.2M | 2.20% | -- | 2026-03-31 |
| 19 | GPI | GROUP 1 AUTOMOTIVE INC | 44.0K | $14.5M | $12.6M | 1.83% | -17,500 | 2026-03-31 |
| 20 | Z | ZILLOW GROUP INC | 335.0K | $13.9M | $11.4M | 1.65% | -- | 2026-03-31 |
| 21 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 2.00M | $13.2M | $17.5M | 2.53% | -- | 2026-03-31 |
| 22 | VFC | V F CORP | 759.4K | $12.9M | $10.9M | 1.57% | -- | 2026-03-31 |
| 23 | DOCU | DOCUSIGN INC | 225.0K | $10.7M | $12.3M | 1.78% | -- | 2026-03-31 |
| 24 | FOR | FORESTAR GROUP INC | 435.0K | $10.6M | $12.2M | 1.77% | +5.0K | 2026-03-31 |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | 400.0K | $9.2M | $11.8M | 1.71% | -800,000 | 2026-03-31 |
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