§ 13F · FUND PROFILE
Woodson Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $556M (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$102M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AS | AMER SPORTS INC | 1.82M | $60M | 9.4% | +22% |
| 2 | RDDT | REDDIT INC | 442K | $60M | 9.4% | +123% |
| 3 | AMZN | AMAZON COM INC | 227K | $47M | 7.4% | +30% |
| 4 | TPR | TAPESTRY INC | 270K | $38M | 6.0% | −48% |
| 5 | XYZ | BLOCK INC | 579K | $35M | 5.5% | −16% |
| 6 | SG | SWEETGREEN INC | 6.70M | $35M | 5.5% | +12% |
| 7 | LUXE | LUXEXPERIENCE BV | 3.74M | $30M | 4.7% | +4% |
| 8 | QXO | QXO INC | 1.42M | $28M | 4.3% | +67% |
| 9 | TSLA | TESLA INC | 69K | $26M | 4.1% | −35% |
| 10 | REAL | THE REALREAL INC | 2.67M | $24M | 3.8% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODSON SIGNAL
AC read
Woodson Capital Management, LP is a Other fund managing $556 million in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed