EdgeMarket › What Woodson Capital Management, Lp reported owning
What Woodson Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
636.1MPositions
31Quarter
2026-03-31Shown below
28largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AS Amer Sports, Inc. | 60.1M | 9.4% | 1.8M | 32.63 | -12.2% |
| RDDT Reddit, Inc. | 59.6M | 9.4% | 442.3K | 153.29 | -29.8% |
| AMZN AMAZON COM INC | 47.3M | 7.4% | 227.0K | 258.63 | +15.6% |
| TPR TAPESTRY, INC. | 38.1M | 6.0% | 270.0K | 130.17 | +31.7% |
| XYZ Block, Inc. | 34.9M | 5.5% | 579.1K | 82.16 | +10.8% |
| SG Sweetgreen, Inc. | 34.8M | 5.5% | 6.7M | 6.99 | -22.5% |
| LUXE LuxExperience B.V. | 29.9M | 4.7% | 3.7M | 7.77 | -5.5% |
| QXO QXO, Inc. | 27.6M | 4.3% | 1.4M | 13.76 | -28.6% |
| TSLA Tesla, Inc. | 25.8M | 4.1% | 69.4K | 362.86 | +12.0% |
| REAL TheRealReal, Inc. | 24.2M | 3.8% | 2.7M | 11.12 | +36.9% |
| COCO Vita Coco Company, Inc. | 21.1M | 3.3% | 440.0K | 63.35 | +76.4% |
| SAM BOSTON BEER CO INC | 20.7M | 3.3% | 90.0K | 185.95 | -14.8% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 19.9M | 3.1% | 350.0K | 72.67 | +85.9% |
| DAL DELTA AIR LINES, INC. | 19.1M | 3.0% | 287.0K | 82.41 | +39.6% |
| BLDR Builders FirstSource, Inc. | 16.5M | 2.6% | 200.0K | 70.21 | -47.1% |
| AER AerCap Holdings N.V. | 16.5M | 2.6% | 120.0K | 146.29 | +26.4% |
| WOLF WOLFSPEED, INC. | 15.3M | 2.4% | 940.0K | 25.76 | +1727.0% |
| GRMN GARMIN LTD | 15.2M | 2.4% | 65.5K | 294.85 | +28.1% |
| GPI GROUP 1 AUTOMOTIVE INC | 14.5M | 2.3% | 44.0K | 261.85 | -41.4% |
| Z ZILLOW GROUP, INC. | 13.9M | 2.2% | 335.0K | 35.88 | -55.8% |
| SHLS Shoals Technologies Group, Inc. | 13.2M | 2.1% | 2.0M | 7.09 | +15.4% |
| VFC V F CORP | 12.9M | 2.0% | 759.4K | 14.37 | +11.8% |
| DOCU DOCUSIGN, INC. | 10.7M | 1.7% | 225.0K | 62.00 | -12.8% |
| FOR Forestar Group Inc. | 10.6M | 1.7% | 435.0K | 29.17 | +7.8% |
| LULU lululemon athletica inc. | 7.7M | 1.2% | 50.4K | 121.07 | -38.9% |
| TDUP ThredUp Inc. | 5.6M | 0.9% | 1.7M | 2.79 | -73.8% |
| SYM Symbotic Inc. | 1.4M | 0.2% | 26.9K | 41.83 | -6.0% |
| REAX Real Brokerage Inc | 1.2M | 0.2% | 500.0K | 2.64 | -39.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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