§ 13F · FUND PROFILE
Woodson Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $556.3T (13F)Positions · 27Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$185.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AS | AMER SPORTS INC | 1.50M | $56.0T | 7.8% | +88% |
| 2 | TPR | TAPESTRY INC | 365K | $46.6T | 6.5% | +1% |
| 3 | RDDT | REDDIT INC | 198K | $45.5T | 6.3% | +65% |
| 4 | XYZ | BLOCK INC | 690K | $44.9T | 6.2% | +53% |
| 5 | SG | SWEETGREEN INC | 6.00M | $40.6T | 5.6% | +220% |
| 6 | AMZN | AMAZON COM INC | 175K | $40.4T | 5.6% | +35% |
| 7 | REAL | THE REALREAL INC | 2.50M | $39.5T | 5.5% | −29% |
| 8 | TSLA | TESLA INC | 69K | $31.2T | 4.3% | NEW |
| 9 | LUXE | LUXEXPERIENCE BV | 3.60M | $30.1T | 4.2% | +6% |
| 10 | COCO | VITA COCO CO INC | 560K | $29.7T | 4.1% | +197% |
§ 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 $556278.9 trillion 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed