Woodson Capital Management, LP
27 holdingsFiling period: 2026-06-30Current AUM: $553.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc | 320.0K | $55.5M | $41.5M | 7.49% | -122,287 | 2026-06-30 |
| 2 | XYZ | Block Inc | 670.0K | $50.9M | $51.6M | 9.31% | +90.9K | 2026-06-30 |
| 3 | SG | Sweetgreen Inc | 5.30M | $46.7M | $60.5M | 10.92% | -1,400,000 | 2026-06-30 |
| 4 | — | Amer Sports Inc | 1.35M | $45.7M | $45.7M | 8.25% | -475,000 | 2026-06-30 |
| 5 | REAL | The Realreal Inc | 3.30M | $38.9M | $37.5M | 6.76% | +630.6K | 2026-06-30 |
| 6 | QXO | Qxo Inc | 1.90M | $32.8M | $21.6M | 3.90% | +480.0K | 2026-06-30 |
| 7 | TPR | Tapestry Inc | 224.0K | $32.8M | $26.4M | 4.77% | -46,000 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 125.0K | $29.8M | $30.5M | 5.50% | -102,000 | 2026-06-30 |
| 9 | LUXE | Luxexperience BV | 3.45M | $25.6M | $32.9M | 5.95% | -290,000 | 2026-06-30 |
| 10 | WOLF | Wolfspeed Inc | 500.0K | $24.1M | $12.5M | 2.25% | -440,000 | 2026-06-30 |
| 11 | — | Garmin Ltd | 100.0K | $23.8M | $23.8M | 4.29% | +34.5K | 2026-06-30 |
| 12 | — | Establishment Labs Hldgs Inc | 275.0K | $23.6M | $23.6M | 4.26% | -75,000 | 2026-06-30 |
| 13 | DECK | Deckers Outdoor Corp | 200.0K | $19.9M | $16.6M | 2.99% | -- | 2026-06-30 |
| 14 | BLDR | Builders Firstsource Inc | 220.0K | $19.7M | $13.9M | 2.51% | +20.0K | 2026-06-30 |
| 15 | DAL | Delta Air Lines Inc | 188.0K | $17.6M | $15.3M | 2.77% | -99,000 | 2026-06-30 |
| 16 | EBAY | Ebay Inc. | 150.0K | $16.8M | $18.2M | 3.28% | -- | 2026-06-30 |
| 17 | SHLS | Shoals Technologies Group in | 1.60M | $15.8M | $12.1M | 2.18% | -400,000 | 2026-06-30 |
| 18 | COIN | Coinbase Global Inc | 100.0K | $14.6M | $16.1M | 2.90% | -- | 2026-06-30 |
| 19 | — | Aercap Holdings NV | 100.0K | $14.6M | $14.6M | 2.63% | -20,000 | 2026-06-30 |
| 20 | FOR | Forestar Group Inc | 360.0K | $11.4M | $9.0M | 1.63% | -75,000 | 2026-06-30 |
| 21 | TDUP | Thredup Inc | 1.56M | $10.7M | $3.5M | 0.62% | -136,194 | 2026-06-30 |
| 22 | VFC | V F Corp | 600.0K | $10.0M | $11.0M | 1.99% | -159,420 | 2026-06-30 |
| 23 | STUB | Stubhub Hldgs Inc | 500.0K | $6.4M | $2.9M | 0.53% | -- | 2026-06-30 |
| 24 | REAX | The Real Brokerage Inc | 3.30M | $6.0M | $4.8M | 0.86% | +2.80M | 2026-06-30 |
| 25 | REAX | The Real Brokerage Inc | 3.30M | $6.0M | $4.8M | 0.86% | +2.80M | 2026-06-30 |
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