§ 13F · FUND PROFILE
Woodson Capital Management, LP.
AUM · $597M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$58M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | 320K | $56M | 9.3% | −28% |
| 2 | XYZ | BLOCK INC | 670K | $51M | 8.5% | +16% |
| 3 | SG | SWEETGREEN INC | 5.30M | $47M | 7.8% | −21% |
| 4 | AS | AMER SPORTS INC | 1.35M | $46M | 7.6% | −26% |
| 5 | REAL | THE REALREAL INC | 3.30M | $39M | 6.5% | +24% |
| 6 | QXO | QXO INC | 1.90M | $33M | 5.5% | +34% |
| 7 | TPR | TAPESTRY INC | 224K | $33M | 5.5% | −17% |
| 8 | AMZN | AMAZON COM INC | 125K | $30M | 5.0% | −45% |
| 9 | LUXE | LUXEXPERIENCE BV | 3.45M | $26M | 4.3% | −8% |
| 10 | WOLF | WOLFSPEED INC | 500K | $24M | 4.0% | −47% |
§ 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 $597 million in assets. The fund runs a focused portfolio of just 26 positions.
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