13FBOX
Woodson Capital Management, LP · 13F Holdings
Options Calculator Rankings

Woodson Capital Management, LP

No.3812
Latest AUM (Q2 2026)
$597.4M
QoQ Change Q1 2026
-$38.6M-6.1%
Holdings
26
New Buys
5
Adds
7
Reduces
14
Exits
8
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
REDDIT INC CL ARDDT
9.3%9.36%$55.5M320,000$59.6M442,287-122,287-27.65%Reduce
BLOCK INCXYZ
8.52%5.48%$50.9M670,000$34.9M579,109+90,891+15.69%Add
SSWEETGREEN INCSG
7.82%5.47%$46.7M5.3M$34.8M6.7M-1.4M-20.90%Reduce
AMER SPORTS INC COM SHSAS
7.65%9.45%$45.7M1.4M$60.1M1.8M-475,000-26.03%Reduce
THE REALREAL INCREAL
6.51%3.81%$38.9M3.3M$24.2M2.7M+630,580+23.62%Add
QQXO INCQXO
5.5%4.34%$32.8M1.9M$27.6M1.4M+480,000+33.80%Add
TAPESTRY INCTPR
5.49%5.99%$32.8M224,000$38.1M270,000-46,000-17.04%Reduce
AMAZON COM INCAMZN
4.99%7.43%$29.8M125,000$47.3M227,000-102,000-44.93%Reduce
LLUXEXPERIENCE BVLUXE
4.29%4.7%$25.6M3.5M$29.9M3.7M-290,000-7.75%Reduce
WWOLFSPEED INCWOLF
4.04%2.41%$24.1M500,000$15.3M940,000-440,000-46.81%Reduce
GGARMIN LTD SHSGRMN
3.98%2.39%$23.8M100,000$15.2M65,500+34,500+52.67%Add
EESTABLISHMENT LABS HLDGS INCESTA
3.95%3.12%$23.6M275,000$19.9M350,000-75,000-21.43%Reduce
DDECKERS OUTDOOR CORPSGVT
3.32%$19.9M200,000$00+200,000New Buy
LENNAR CORPLEN
3.3%2.59%$19.7M220,000$16.5M200,000+20,000+10.00%Add
DELTA AIR LINES INCDAL
2.95%3%$17.6M188,000$19.1M287,000-99,000-34.49%Reduce
EEBAY INC. COMEBAY
2.81%$16.8M150,000$00+150,000New Buy
SSHOALS TECHNOLOGIES GROUP INSHLS
2.65%2.07%$15.8M1.6M$13.2M2.0M-400,000-20.00%Reduce
COINBASE GLOBALCOIN
2.45%$14.6M100,002$00+100,002New Buy
AERCAP HOLDINGS NV SHSAER
2.44%2.59%$14.6M100,000$16.5M120,000-20,000-16.67%Reduce
FORESTAR GROUP INCFOR
1.91%1.67%$11.4M360,000$10.6M435,000-75,000-17.24%Reduce
TTHREDUP INCTDUP
1.79%0.87%$10.7M1.6M$5.6M1.7M-136,194-8.04%Reduce
VV F CORPVFC
1.68%2.03%$10.0M600,000$12.9M759,420-159,420-20.99%Reduce
SSTUBHUB HLDGS INCSTUB
1.08%$6.4M500,000$00+500,000New Buy
TTHE REAL BROKERAGE INC COM NEWREAX
1.01%0.2%$6.0M3.3M$1.3M500,000+2.8M+560.00%Add
SYMBOTIC INC CLASS A COMSYM
0.53%0.23%$3.1M70,000$1.4M26,942+43,058+159.82%Add
CROCS INCCROX
0.09%$515,0124,269$00+4,269New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow